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iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ML
201
McAdam LLC
Pennsylvania
$544K +$76.6K +740 +16%
PTC
202
Private Trust Company
Ohio
$544K -$14.9K -144 -3%
LBC
203
Lane Brothers & Co
Arizona
$541K +$310 +3 +0.1%
VA
204
Valmark Advisers
Ohio
$533K +$115K +1,108 +27%
RFG
205
Range Financial Group
Oregon
$529K -$196K -1,897 -27%
SHJ
206
Sharkey, Howes & Javer
Colorado
$529K -$327K -3,157 -38%
QPWM
207
Quadrant Private Wealth Management
Pennsylvania
$511K -$26.2K -253 -5%
Wells Fargo
208
Wells Fargo
California
$511K +$41.6K +402 +9%
AWA
209
Acorn Wealth Advisors
Michigan
$505K -$2.9K -28 -0.6%
FFN
210
Focus Financial Network
Minnesota
$501K -$38.6K -373 -7%
SCA
211
Snowden Capital Advisors
New York
$493K -$2.28K -22 -0.5%
TI
212
Tidal Investments
Wisconsin
$492K -$411K -3,969 -45%
KWM
213
Keebeck Wealth Management
Illinois
$488K +$258K +2,497 +109%
AWM
214
Able Wealth Management
New Jersey
$473K -$352K -3,405 -42%
SVWG
215
Shared Vision Wealth Group
United States
$462K -$275K -2,660 -37%
KIM
216
Kestra Investment Management
Texas
$461K -$3.05M -29,509 -87%
OFS
217
OneAscent Financial Services
Alabama
$461K -$4.24K -41 -0.9%
TFA
218
Transamerica Financial Advisors
Florida
$458K -$57.8K -559 -11%
MWM
219
Modera Wealth Management
New Jersey
$458K -$4.14K -40 -0.9%
SWP
220
Stratos Wealth Partners
Ohio
$457K +$465K +4,489 New
SFGM
221
Stonebridge Financial Group (Missouri)
Missouri
$455K +$160K +1,543 +53%
BAM
222
BOS Asset Management
Illinois
$455K -$4.86K -47 -1%
CA
223
Calton & Associates
Florida
$454K +$31.3K +302 +7%
MWM
224
Mosley Wealth Management
California
$449K +$3.93K +38 +0.9%
PK
225
Pflug Koory
Nebraska
$448K