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iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TF
201
Trek Financial
Arizona
$549K +$50.5K +502 +10%
RIA
202
Regal Investment Advisors
Michigan
$533K +$179K +1,777 +49%
OWA
203
One Wealth Advisors
California
$527K +$55.5K +552 +12%
SFS
204
Security Financial Services
Indiana
$527K +$51.6K +513 +11%
SG Americas Securities
205
SG Americas Securities
New York
$525K -$1.34M -13,307 -71%
LBC
206
Lane Brothers & Co
Arizona
$523K +$534K +5,312 New
PTC
207
Private Trust Company
Ohio
$523K +$36.1K +359 +7%
FFN
208
Focus Financial Network
Minnesota
$522K +$39.1K +389 +8%
I
209
INVST
Indiana
$521K +$14.8K +147 +3%
QPWM
210
Quadrant Private Wealth Management
Pennsylvania
$520K +$91.3K +908 +21%
BTI
211
Blue Trust Inc
Georgia
$515K -$91.4K -909 -15%
TFA
212
Transamerica Financial Advisors
Florida
$498K -$4.83K -48 -0.9%
SHIM
213
Stone House Investment Management
Pennsylvania
$494K +$77.4K +770 +18%
Qube Research & Technologies (QRT)
214
Qube Research & Technologies (QRT)
United Kingdom
$494K +$195K +1,941 +63%
AWA
215
Acorn Wealth Advisors
Michigan
$491K -$12.4K -123 -2%
PIA
216
Panoramic Investment Advisors
Colorado
$489K +$499K +4,965 New
SCA
217
Snowden Capital Advisors
New York
$479K -$2.81K -28 -0.6%
SWM
218
Scissortail Wealth Management
Oklahoma
$477K -$4.02K -40 -0.8%
BNP Paribas Financial Markets
219
BNP Paribas Financial Markets
France
$467K -$6.05M -60,233 -93%
LWM
220
Liberty Wealth Management
California
$464K -$94K -935 -17%
Wells Fargo
221
Wells Fargo
California
$455K +$214K +2,128 +85%
MWM
222
Mosley Wealth Management
California
$455K +$447K +4,447 New
ML
223
McAdam LLC
Pennsylvania
$453K +$30.2K +300 +7%
OFS
224
OneAscent Financial Services
Alabama
$450K -$56.8K -565 -11%
MWM
225
Modera Wealth Management
New Jersey
$447K -$15.1K -150 -3%