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iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AA
251
Ancora Advisors
Ohio
$148K -$10.2K -141 -6%
CAL
252
Capital Analysts LLC
Pennsylvania
$133K -$2.32K -32 -2%
OLVIG
253
Oliver Lagore Vanvalin Investment Group
Michigan
$113K -$64.1K -885 -35%
Citigroup
254
Citigroup
New York
$107K +$30.6K +423 +37%
BFEC
255
Benjamin F. Edwards & Company
Missouri
$107K +$112K +1,543 +22,043%
PFBT
256
Parkside Financial Bank & Trust
Missouri
$103K – – –
MAWCM
257
Mine & Arao Wealth Creation & Management
California
$92K -$20.1K -278 -17%
FCG
258
Financial Connections Group
California
$90K -$10.1K -139 -10%
FFA
259
Founders Financial Alliance
North Carolina
$83K -$18.1K -250 -17%
US Bancorp
260
US Bancorp
Minnesota
$78K +$82K +1,132 New
PA
261
Parallel Advisors
California
$73K -$16K -221 -17%
ACA
262
Aptus Capital Advisors
Alabama
$72K +$38.8K +535 +106%
WWP
263
WR Wealth Planners
Missouri
$67.2K +$35.6K +491 +101%
PTC
264
Private Trust Company
Ohio
$67K -$12.4K -171 -15%
ACM
265
Absolute Capital Management
Pennsylvania
$66.9K +$70.2K +969 New
RCM
266
Raleigh Capital Management
North Carolina
$66K -$45.6K -630 -40%
SAM
267
Strategic Asset Management
Minnesota
$66K +$65.9K +910 +1,750%
BCV
268
Banque Cantonale Vaudoise
Switzerland
$55K – – –
HNB
269
Huntington National Bank
Ohio
$49K – – –
CA
270
Crewe Advisors
Utah
$39K -$10.1K -139 -20%
FMII
271
Farmers & Merchants Investments Inc
Nebraska
$38K – – –
PVH
272
Psagot Value Holdings
Israel
$38K +$40.2K +555 New
EWA
273
EverSource Wealth Advisors
Alabama
$35K -$13.8K -190 -27%
WAM
274
Worth Asset Management
Texas
$34K +$35.7K +493 New
JFGIW
275
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$34K +$35.8K +494 New