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iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
201
McNaughton Wealth Management
California
$413K -$199K -2,317 -34%
LWM
202
Liberty Wealth Management
California
$413K +$393K +4,579 New
Lido Advisors
203
Lido Advisors
California
$406K +$114K +1,324 +42%
WS
204
Wedbush Securities
California
$405K -$22.8K -266 -6%
ML
205
McAdam LLC
Pennsylvania
$402K +$36.6K +427 +11%
I
206
INVST
Indiana
$399K -$304K -3,540 -44%
CAL
207
Capital Analysts LLC
Pennsylvania
$398K +$1.11K +13 +0.3%
PK
208
Pflug Koory
Nebraska
$396K +$86 +1 +0%
BBA
209
Braun-Bostich & Associates
Pennsylvania
$391K -$99.6K -1,162 -21%
AWA
210
Acorn Wealth Advisors
Michigan
$390K -$53.3K -622 -13%
JC
211
JB Capital
Connecticut
$386K -$232K -2,710 -39%
BCI
212
Brinker Capital Investments
Pennsylvania
$378K -$92.9K -1,083 -21%
QPWM
213
Quadrant Private Wealth Management
Pennsylvania
$372K -$86K -1,003 -20%
FFN
214
Focus Financial Network
Minnesota
$366K -$5.14K -60 -1%
FWA
215
FORM Wealth Advisors
Wisconsin
$364K +$1.8K +21 +0.5%
SHIM
216
Stone House Investment Management
Pennsylvania
$361K -$333K -3,889 -49%
DWAM
217
Duncan Williams Asset Management
Tennessee
$360K
HFA
218
High Falls Advisors
New York
$360K -$186K -2,173 -35%
TF
219
Trek Financial
Arizona
$360K -$129K -1,509 -27%
PTC
220
Private Trust Company
Ohio
$358K +$66.3K +773 +24%
RF
221
RHS Financial
California
$351K +$334K +3,899 New
Creative Planning
222
Creative Planning
Kansas
$350K +$333K +3,880 New
TFGT
223
TS Financial Group (TSFG)
Illinois
$347K -$112K -1,310 -25%
PFS
224
Prospera Financial Services
Texas
$341K -$123K -1,438 -28%
OWA
225
One Wealth Advisors
California
$340K -$151K -1,757 -32%