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iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWP
201
Pursue Wealth Partners
California
$622K -$927K -8,000 -61%
JWM
202
JPL Wealth Management
Colorado
$613K +$450K +3,882 +337%
GRP
203
Global Retirement Partners
California
$612K +$582K +5,025 New
SW
204
SteelPeak Wealth
California
$605K -$782K -6,743 -58%
PTC
205
Private Trust Company
Ohio
$600K -$27.6K -238 -5%
Rockefeller Capital Management
206
Rockefeller Capital Management
New York
$597K -$261K -2,251 -31%
TF
207
Trek Financial
Arizona
$596K +$100K +865 +21%
SFGM
208
Stonebridge Financial Group (Missouri)
Missouri
$591K +$44.3K +382 +9%
ORC
209
O'Rourke & Company
Massachusetts
$587K -$138K -1,188 -20%
MWM
210
Modera Wealth Management
New Jersey
$585K +$35.6K +307 +7%
PCA
211
Prosperity Capital Advisors
Ohio
$583K -$808K -6,968 -59%
CFG
212
Cassilly Financial Group
Maryland
$570K -$425K -3,669 -44%
SPC
213
Sigma Planning Corp
Michigan
$567K -$535K -4,612 -50%
DAS
214
Dynamic Advisor Solutions
Arizona
$553K -$98.2K -847 -16%
SCA
215
Snowden Capital Advisors
New York
$552K -$35.3K -305 -6%
SC
216
Scotia Capital
Ontario, Canada
$544K +$106K +912 +26%
SWP
217
Stratos Wealth Partners
Ohio
$538K -$8.46K -73 -2%
OFS
218
OneAscent Financial Services
Alabama
$537K -$13K -112 -2%
BCM
219
Brookstone Capital Management
Illinois
$536K -$220K -1,902 -30%
PK
220
Pflug Koory
Nebraska
$536K +$116 +1 +0%
PIA
221
Panoramic Investment Advisors
Colorado
$519K -$291K -2,515 -37%
Qube Research & Technologies (QRT)
222
Qube Research & Technologies (QRT)
United Kingdom
$517K -$299K -2,579 -38%
Creative Planning
223
Creative Planning
Kansas
$510K +$579 +5 +0.1%
WS
224
Wedbush Securities
California
$506K +$4.64K +40 +1%
Cerity Partners
225
Cerity Partners
New York
$501K -$431K -3,722 -47%