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iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OWA
201
One Wealth Advisors
California
$527K +$55.5K +552 +12%
SFS
202
Security Financial Services
Indiana
$527K +$51.6K +513 +11%
SG Americas Securities
203
SG Americas Securities
New York
$525K -$1.34M -13,307 -71%
LBC
204
Lane Brothers & Co
Arizona
$523K +$534K +5,312 New
PTC
205
Private Trust Company
Ohio
$523K +$36.1K +359 +7%
FFN
206
Focus Financial Network
Minnesota
$522K +$39.1K +389 +8%
I
207
INVST
Indiana
$521K +$14.8K +147 +3%
QPWM
208
Quadrant Private Wealth Management
Pennsylvania
$520K +$91.3K +908 +21%
BTI
209
Blue Trust Inc
Georgia
$515K -$91.4K -909 -15%
TFA
210
Transamerica Financial Advisors
Florida
$498K -$4.83K -48 -0.9%
SHIM
211
Stone House Investment Management
Pennsylvania
$494K +$77.4K +770 +18%
Qube Research & Technologies (QRT)
212
Qube Research & Technologies (QRT)
United Kingdom
$494K +$195K +1,941 +63%
AWA
213
Acorn Wealth Advisors
Michigan
$491K -$12.4K -123 -2%
PIA
214
Panoramic Investment Advisors
Colorado
$489K +$499K +4,965 New
SCA
215
Snowden Capital Advisors
New York
$479K -$2.81K -28 -0.6%
SWM
216
Scissortail Wealth Management
Oklahoma
$477K -$4.02K -40 -0.8%
BNP Paribas Financial Markets
217
BNP Paribas Financial Markets
France
$467K -$6.05M -60,233 -93%
LWM
218
Liberty Wealth Management
California
$464K -$94K -935 -17%
Wells Fargo
219
Wells Fargo
California
$455K +$214K +2,128 +85%
MWM
220
Mosley Wealth Management
California
$455K +$447K +4,447 New
ML
221
McAdam LLC
Pennsylvania
$453K +$30.2K +300 +7%
OFS
222
OneAscent Financial Services
Alabama
$450K -$56.8K -565 -11%
MWM
223
Modera Wealth Management
New Jersey
$447K -$15.1K -150 -3%
BAM
224
BOS Asset Management
Illinois
$445K +$5.03K +50 +1%
KWM
225
KFG Wealth Management
Indiana
$444K -$714K -7,101 -61%