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iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WS
201
Wedbush Securities
California
$444K -$16K -186 -3%
BAM
202
BOS Asset Management
Illinois
$441K +$181K +2,106 +68%
OWA
203
One Wealth Advisors
California
$439K +$89K +1,034 +25%
AWA
204
Acorn Wealth Advisors
Michigan
$436K -$9.21K -107 -2%
SHIM
205
Stone House Investment Management
Pennsylvania
$427K +$89.2K +1,036 +26%
TFA
206
Transamerica Financial Advisors
Florida
$426K -$26.8K -311 -6%
SPIA
207
Steward Partners Investment Advisory
New York
$417K +$127K +1,475 +43%
TF
208
Trek Financial
Arizona
$412K +$418K +4,853 New
ORC
209
O'Rourke & Company
Massachusetts
$410K – – –
CFGS
210
Concourse Financial Group Securities
Alabama
$408K +$92.2K +1,071 +30%
Creative Planning
211
Creative Planning
Kansas
$393K +$112K +1,296 +39%
Wealthfront Advisers
212
Wealthfront Advisers
California
$390K +$22.6K +263 +6%
PFA
213
Pettinga Financial Advisors
Indiana
$390K +$67.6K +786 +21%
SWC
214
Spectrum Wealth Counsel
Indiana
$389K +$184K +2,133 +87%
SWP
215
ShoreHaven Wealth Partners
New Jersey
$377K +$101K +1,170 +36%
CWP
216
Cyndeo Wealth Partners
Florida
$376K +$132K +1,539 +53%
IA
217
IFP Advisors
Florida
$375K -$50.3K -585 -12%
PK
218
Pflug Koory
Nebraska
$373K +$172 +2 +0%
LWM
219
Liberty Wealth Management
California
$365K +$103K +1,192 +37%
ACM
220
Absolute Capital Management
Pennsylvania
$365K +$370K +4,299 New
MFG
221
Merit Financial Group
Georgia
$365K +$370K +4,298 New
GA
222
Goldstein Advisors
Wisconsin
$365K +$160K +1,864 +77%
CAL
223
Capital Analysts LLC
Pennsylvania
$364K +$167K +1,943 +83%
RIA
224
Regal Investment Advisors
Michigan
$359K +$363K +4,223 New
BCI
225
Brinker Capital Investments
Pennsylvania
$359K +$35.5K +413 +11%