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iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
201
BOS Asset Management
Illinois
$441K +$181K +2,106 +68%
OWA
202
One Wealth Advisors
California
$439K +$89K +1,034 +25%
AWA
203
Acorn Wealth Advisors
Michigan
$436K -$9.21K -107 -2%
SHIM
204
Stone House Investment Management
Pennsylvania
$427K +$89.2K +1,036 +26%
TFA
205
Transamerica Financial Advisors
Florida
$426K -$26.8K -311 -6%
SPIA
206
Steward Partners Investment Advisory
New York
$417K +$127K +1,475 +43%
TF
207
Trek Financial
Arizona
$412K +$418K +4,853 New
ORC
208
O'Rourke & Company
Massachusetts
$410K
CFGS
209
Concourse Financial Group Securities
Alabama
$408K +$92.2K +1,071 +30%
Creative Planning
210
Creative Planning
Kansas
$393K +$112K +1,296 +39%
Wealthfront Advisers
211
Wealthfront Advisers
California
$390K +$22.6K +263 +6%
PFA
212
Pettinga Financial Advisors
Indiana
$390K +$67.6K +786 +21%
SWC
213
Spectrum Wealth Counsel
Indiana
$389K +$184K +2,133 +87%
SWP
214
ShoreHaven Wealth Partners
New Jersey
$377K +$101K +1,170 +36%
CWP
215
Cyndeo Wealth Partners
Florida
$376K +$132K +1,539 +53%
IA
216
IFP Advisors
Florida
$375K -$50.3K -585 -12%
PK
217
Pflug Koory
Nebraska
$373K +$172 +2 +0%
LWM
218
Liberty Wealth Management
California
$365K +$103K +1,192 +37%
ACM
219
Absolute Capital Management
Pennsylvania
$365K +$370K +4,299 New
MFG
220
Merit Financial Group
Georgia
$365K +$370K +4,298 New
GA
221
Goldstein Advisors
Wisconsin
$365K +$160K +1,864 +77%
CAL
222
Capital Analysts LLC
Pennsylvania
$364K +$167K +1,943 +83%
RIA
223
Regal Investment Advisors
Michigan
$359K +$363K +4,223 New
BCI
224
Brinker Capital Investments
Pennsylvania
$359K +$35.5K +413 +11%
OPS
225
Orion Portfolio Solutions
Nebraska
$359K +$35.5K +413 +11%