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iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IFG
176
Independent Financial Group
California
$696K +$414 +4 +0.1%
Qube Research & Technologies (QRT)
177
Qube Research & Technologies (QRT)
United Kingdom
$694K +$187K +1,806 +36%
GWM
178
Greenline Wealth Management
Florida
$692K +$400K +3,868 +132%
PIA
179
Panoramic Investment Advisors
Colorado
$690K +$188K +1,814 +37%
LL
180
LPWM LLC
Minnesota
$684K -$5.9K -57 -0.8%
AWA
181
Aletheian Wealth Advisors
Washington
$682K +$693K +6,697 New
CMMS
182
Comprehensive Money Management Services
Florida
$677K
BWM
183
BCGM Wealth Management
Indiana
$657K -$28K -271 -4%
MAM
184
MMA Asset Management
Pennsylvania
$655K +$666K +6,435 New
SW
185
Simplicity Wealth
New Jersey
$649K -$239K -2,305 -27%
SA
186
Scarborough Advisors
Maryland
$647K -$47.3K -457 -7%
BCM
187
Brookstone Capital Management
Illinois
$642K -$376K -3,635 -37%
PPWM
188
Perissos Private Wealth Management
Oklahoma
$639K -$920K -8,891 -59%
WB
189
Webster Bank
Connecticut
$615K +$581K +5,614 +1,321%
Susquehanna International Group
190
Susquehanna International Group
Pennsylvania
$614K +$624K +6,028 New
ORC
191
O'Rourke & Company
Massachusetts
$612K -$18K -174 -3%
CAL
192
Capital Analysts LLC
Pennsylvania
$605K -$204K -1,968 -25%
CWM
193
Centurion Wealth Management
Virginia
$600K -$220K -2,122 -26%
IMT
194
Investment Management Trust
Massachusetts
$590K +$600K +5,796 New
SIM
195
Synergy Investment Management
Florida
$565K -$6.21K -60 -1%
TWP
196
Tempus Wealth Planning
California
$563K +$572K +5,528 New
Fifth Third Bancorp
197
Fifth Third Bancorp
Ohio
$560K +$569K +5,502 New
SFS
198
Security Financial Services
Indiana
$557K +$12.7K +123 +2%
DAS
199
Dynamic Advisor Solutions
Arizona
$549K -$799K -7,721 -59%
AIM
200
Archer Investment Management
Texas
$548K +$272K +2,625 +95%