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iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFS
201
Security Financial Services
Indiana
$557K +$12.7K +123 +2%
DAS
202
Dynamic Advisor Solutions
Arizona
$549K -$799K -7,721 -59%
AIM
203
Archer Investment Management
Texas
$548K +$272K +2,625 +95%
ML
204
McAdam LLC
Pennsylvania
$544K +$76.6K +740 +16%
PTC
205
Private Trust Company
Ohio
$544K -$14.9K -144 -3%
LBC
206
Lane Brothers & Co
Arizona
$541K +$310 +3 +0.1%
VA
207
Valmark Advisers
Ohio
$533K +$115K +1,108 +27%
RFG
208
Range Financial Group
Oregon
$529K -$196K -1,897 -27%
SHJ
209
Sharkey, Howes & Javer
Colorado
$529K -$327K -3,157 -38%
QPWM
210
Quadrant Private Wealth Management
Pennsylvania
$511K -$26.2K -253 -5%
Wells Fargo
211
Wells Fargo
California
$511K +$41.6K +402 +9%
AWA
212
Acorn Wealth Advisors
Michigan
$505K -$2.9K -28 -0.6%
FFN
213
Focus Financial Network
Minnesota
$501K -$38.6K -373 -7%
SCA
214
Snowden Capital Advisors
New York
$493K -$2.28K -22 -0.5%
TI
215
Tidal Investments
Wisconsin
$492K -$411K -3,969 -45%
KWM
216
Keebeck Wealth Management
Illinois
$488K +$258K +2,497 +109%
AWM
217
Able Wealth Management
New Jersey
$473K -$352K -3,405 -42%
SVWG
218
Shared Vision Wealth Group
United States
$462K -$275K -2,660 -37%
KIM
219
Kestra Investment Management
Texas
$461K -$3.05M -29,509 -87%
OFS
220
OneAscent Financial Services
Alabama
$461K -$4.24K -41 -0.9%
TFA
221
Transamerica Financial Advisors
Florida
$458K -$57.8K -559 -11%
MWM
222
Modera Wealth Management
New Jersey
$458K -$4.14K -40 -0.9%
SWP
223
Stratos Wealth Partners
Ohio
$457K +$465K +4,489 New
SFGM
224
Stonebridge Financial Group (Missouri)
Missouri
$455K +$160K +1,543 +53%
BAM
225
BOS Asset Management
Illinois
$455K -$4.86K -47 -1%