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iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GRP
201
Global Retirement Partners
California
$313K +$81.5K +1,088 +32%
MWM
202
Maripau Wealth Management
Indiana
$303K +$314K +4,187 New
IWN
203
Independent Wealth Network
Iowa
$297K +$29.4K +392 +10%
VAS
204
Vestmark Advisory Solutions
Massachusetts
$284K +$307K +4,099 New
BWA
205
Beam Wealth Advisors
Louisiana
$276K +$298K +3,973 New
RI
206
Ridgewood Investments
New Jersey
$271K -$9.36K -125 -3%
SG
207
StoneX Group
New York
$266K +$288K +3,839 New
CF
208
Centaurus Financial
California
$264K +$285K +3,801 New
AWA
209
Acorn Wealth Advisors
Michigan
$260K -$3.07K -41 -1%
WWM
210
Western Wealth Management
Colorado
$247K +$263K +3,508 New
DI
211
Disciplined Investments
Oklahoma
$235K +$3K +40 +1%
Creative Planning
212
Creative Planning
Kansas
$230K -$3.15K -42 -1%
FCA
213
FLC Capital Advisors
California
$228K +$246K +3,286 New
FRA
214
Front Row Advisors
California
$216K – – –
IA
215
IFG Advisory
Georgia
$216K +$234K +3,126 New
T
216
TRUADVICE
Florida
$210K +$212K +2,829 New
CCA
217
Catalyst Capital Advisors
New York
$209K +$68.9K +920 +44%
APW
218
Aurora Private Wealth
New Jersey
$208K +$32.1K +428 +17%
CAG
219
Csenge Advisory Group
Florida
$208K +$224K +2,993 New
HIM
220
Hanlon Investment Management
New Jersey
$205K +$221K +2,950 New
SC
221
Sierra Capital
Florida
$187K +$202K +2,700 New
WB
222
Webster Bank
Connecticut
$182K -$16.4K -219 -8%
OLVIG
223
Oliver Lagore Vanvalin Investment Group
Michigan
$175K +$184K +2,454 +3,663%
SBL
224
Sargent Bickham Lagudis
Colorado
$174K +$166K +2,213 +743%
PFGIA
225
Patriot Financial Group Insurance Agency
Massachusetts
$169K +$123K +1,638 +204%