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iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GEA
201
Glen Eagle Advisors
New Jersey
$1.23K +$1.24K +17 New
CA
202
Centerpoint Advisors
Massachusetts
$1K – – –
SF
203
Safeguard Financial
Wisconsin
$1K +$1.24K +17 New
EWA
204
EverSource Wealth Advisors
Alabama
$993 – – –
IGWM
205
ICA Group Wealth Management
Colorado
$458 – – –
RPCA
206
Running Point Capital Advisors
California
$305 – – –
Fidelity Investments
207
Fidelity Investments
Massachusetts
$229 -$219 -3 -50%
LFA
208
LGT Financial Advisors
Texas
$156 +$146 +2 New
BHWM
209
Beaird Harris Wealth Management
Texas
$16 -$729 -10 Closed
Jane Street
210
Jane Street
New York
– -$66.7M -915,343 Closed
CAC
211
Certified Advisory Corp
Florida
– -$11M -150,860 Closed
HP
212
Hilltop Partners
Indiana
– -$4.95M -68,098 Closed
T
213
TCWP
Ohio
– -$2.32M -31,921 Closed
FIA
214
Foundations Investment Advisors
Arizona
– -$2.05M -28,296 Closed
Susquehanna International Group
215
Susquehanna International Group
Pennsylvania
– -$1.93M -26,549 Closed
EC
216
Elequin Capital
New York
– -$1.35M -18,649 Closed
SSWM
217
Sheets Smith Wealth Management
North Carolina
– -$798K -10,992 Closed
VHAM
218
Van Hulzen Asset Management
California
– -$552K -7,605 Closed
Citadel Advisors
219
Citadel Advisors
Florida
– -$549K -7,532 Closed
MSWMA
220
Market Street Wealth Management Advisors
Indiana
– -$528K -7,274 Closed
FIM
221
Freedom Investment Management
Connecticut
– -$446K -6,136 Closed
SOS
222
Silver Oak Securities
Tennessee
– -$421K -5,799 Closed
KCM
223
KM Capital Management
Texas
– -$399K -5,500 Closed
PWMG
224
Provence Wealth Management Group
California
– -$388K -5,342 Closed
KPWS
225
Kestra Private Wealth Services
Texas
– -$327K -4,497 Closed