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iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
201
BOS Asset Management
Illinois
$463K +$30.3K +351 +7%
OWA
202
One Wealth Advisors
California
$462K +$31.3K +363 +7%
TF
203
Trek Financial
Arizona
$460K +$56K +649 +13%
BBA
204
Braun-Bostich & Associates
Pennsylvania
$460K -$14.8K -171 -3%
SPIA
205
Steward Partners Investment Advisory
New York
$448K +$38.6K +447 +9%
SCA
206
Snowden Capital Advisors
New York
$447K -$41K -475 -8%
PFG
207
PAX Financial Group
Texas
$445K -$155K -1,801 -25%
HWAM
208
Hennion & Walsh Asset Management
New Jersey
$442K +$108K +1,256 +31%
BCI
209
Brinker Capital Investments
Pennsylvania
$442K +$91.4K +1,060 +25%
OPS
210
Orion Portfolio Solutions
Nebraska
$442K +$91.4K +1,060 +25%
PFS
211
Prospera Financial Services
Texas
$437K +$451K +5,223 New
TFA
212
Transamerica Financial Advisors
Florida
$435K +$15.8K +183 +4%
TSS
213
Two Sigma Securities
New York
$433K +$447K +5,183 New
SXL
214
Summit X LLC
Missouri
$433K -$98.8K -1,145 -18%
TFGT
215
TS Financial Group (TSFG)
Illinois
$432K +$94.8K +1,099 +27%
SAM
216
Synergy Asset Management
Washington
$431K -$424K -4,910 -49%
QPWM
217
Quadrant Private Wealth Management
Pennsylvania
$430K -$27.2K -315 -6%
AWA
218
Acorn Wealth Advisors
Michigan
$414K -$16K -186 -4%
IWC
219
Integrated Wealth Concepts
Massachusetts
$412K -$27K -313 -6%
NCM
220
Northwest Capital Management
Oregon
$411K -$34.7K -402 -8%
RIA
221
Regal Investment Advisors
Michigan
$410K +$58.6K +679 +16%
Lord, Abbett & Co
222
Lord, Abbett & Co
New Jersey
$409K +$422K +4,890 New
WS
223
Wedbush Securities
California
$398K -$39.8K -461 -9%
IWA
224
Icon Wealth Advisors
Texas
$385K +$110K +1,274 +38%
Wealthfront Advisers
225
Wealthfront Advisers
California
$377K -$7.25K -84 -2%