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iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RWM
201
Revisor Wealth Management
Ohio
$513K +$192K +2,040 +68%
SIM
202
Synergy Investment Management
Florida
$512K +$41.9K +446 +10%
AWA
203
Acorn Wealth Advisors
Michigan
$511K +$73.4K +781 +18%
TFA
204
Transamerica Financial Advisors
Florida
$511K +$24.2K +257 +5%
TF
205
Trek Financial
Arizona
$508K +$102K +1,082 +27%
PTC
206
Private Trust Company
Ohio
$495K +$91.4K +972 +24%
FFN
207
Focus Financial Network
Minnesota
$491K +$79.7K +848 +21%
SCA
208
Snowden Capital Advisors
New York
$489K -$11.7K -124 -2%
SWM
209
Scissortail Wealth Management
Oklahoma
$488K -$41.7K -444 -8%
JC
210
JB Capital
Connecticut
$486K +$54.3K +578 +14%
SFS
211
Security Financial Services
Indiana
$484K +$6.2K +66 +1%
MWM
212
McNaughton Wealth Management
California
$482K +$21.7K +231 +5%
OWA
213
One Wealth Advisors
California
$480K +$96.4K +1,025 +27%
MWM
214
Modera Wealth Management
New Jersey
$469K – – –
Rockefeller Capital Management
215
Rockefeller Capital Management
New York
$463K -$3.18M -33,871 -88%
WS
216
Wedbush Securities
California
$456K +$5.83K +62 +1%
P
217
&Partners
Tennessee
$449K +$110K +1,173 +36%
Baird Financial Group
218
Baird Financial Group
Wisconsin
$447K +$420K +4,470 New
BAM
219
BOS Asset Management
Illinois
$447K +$107K +1,133 +34%
PK
220
Pflug Koory
Nebraska
$440K +$94 +1 +0%
QPWM
221
Quadrant Private Wealth Management
Pennsylvania
$437K +$22.1K +235 +6%
ML
222
McAdam LLC
Pennsylvania
$431K -$14.9K -159 -4%
HFA
223
High Falls Advisors
New York
$429K +$27.1K +288 +7%
SHIM
224
Stone House Investment Management
Pennsylvania
$425K +$22.9K +244 +6%
ACM
225
Absolute Capital Management
Pennsylvania
$424K +$116K +1,237 +41%