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iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WEG
201
World Equity Group
Illinois
$384K -$82.9K -1,144 -17%
FCA
202
FinTrust Capital Advisors
South Carolina
$377K -$47.4K -654 -11%
WIM
203
WealthPlan Investment Management
Nebraska
$365K +$373K +5,149 New
AAM
204
Advisors Asset Management
Colorado
$362K -$7.32K -101 -2%
MFA
205
Mayflower Financial Advisors
Massachusetts
$361K -$67.2K -928 -15%
VWM
206
Venturi Wealth Management
Texas
$357K -$225K -3,100 -37%
LWAC
207
Laurel Wealth Advisors (California)
California
$352K -$100K -1,381 -21%
RF
208
RHS Financial
California
$337K +$354K +4,890 New
IWN
209
Independent Wealth Network
Iowa
$326K +$33K +456 +11%
BWM
210
Baystate Wealth Management
Massachusetts
$324K -$94.8K -1,309 -22%
LF
211
Lantz Financial
Illinois
$324K -$18.1K -250 -5%
PK
212
Pflug Koory
Nebraska
$323K -$77.1K -1,064 -19%
William Blair & Company
213
William Blair & Company
Illinois
$321K -$111K -1,530 -25%
SAS
214
Sage Advisory Services
Texas
$319K +$335K +4,626 New
CA
215
Calton & Associates
Florida
$317K -$14.1K -195 -4%
CF
216
Centaurus Financial
California
$312K +$52.6K +726 +19%
IA
217
IFG Advisory
Georgia
$306K +$96.1K +1,326 +42%
MWM
218
Maripau Wealth Management
Indiana
$301K +$5.87K +81 +2%
FCA
219
FLC Capital Advisors
California
$294K +$70.6K +974 +30%
SWA
220
Stratos Wealth Advisors
Ohio
$290K -$1.12M -15,480 -79%
TCA
221
Transcend Capital Advisors
New Jersey
$279K -$101K -1,390 -26%
AP
222
Advisors Preferred
Maryland
$279K -$43.9K -606 -13%
RI
223
Ridgewood Investments
New Jersey
$278K +$9.13K +126 +3%
JP Morgan Chase
224
JP Morgan Chase
New York
$276K -$116K -1,603 -29%
ML
225
McAdam LLC
Pennsylvania
$276K -$40.2K -555 -12%