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iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
26
Mascoma Wealth Management
New Hampshire
$535K +$527K +8,943 New
AG
27
Advisor Group
Arizona
$490K +$429K +7,277 +809%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$487K +$150K +2,536 +45%
IA
29
IFP Advisors
Florida
$460K +$1.18K +20 +0.3%
CFGS
30
Concourse Financial Group Securities
Alabama
$411K +$405K +6,870 New
GFPC
31
Global Financial Private Capital
Florida
$344K -$25.1K -426 -8%
CAN
32
Claraphi Advisory Network
United States
$304K +$2.3K +39 +0.8%
RJA
33
Raymond James & Associates
Florida
$271K -$96.6K -1,639 -27%
GWM
34
Geneos Wealth Management
Colorado
$266K +$159K +2,700 +154%
AWM
35
AE Wealth Management
Kansas
$219K +$216K +3,658 New
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$207K +$205K +3,470 New
Citigroup
37
Citigroup
New York
$139K +$120K +2,035 +722%
LTI
38
Laffer Tengler Investments
Tennessee
$123K – – –
JP Morgan Chase
39
JP Morgan Chase
New York
$74K – – –
PCG
40
Private Capital Group
Connecticut
$55K – – –
ASN
41
Advisory Services Network
Georgia
$31K +$30.7K +520 New
FRA
42
Front Row Advisors
California
$29K +$707 +12 +2%
SPIA
43
Steward Partners Investment Advisory
New York
$28K – – –
Barclays
44
Barclays
United Kingdom
$27K – – –
FGAM
45
Financial Gravity Asset Management
Texas
$19K +$1.06K +18 +6%
CAC
46
Certified Advisory Corp
Florida
$15K +$14.6K +248 New
APA
47
American Portfolios Advisors
New York
$8.98K – – –
Morgan Stanley
48
Morgan Stanley
New York
$3K +$2.65K +45 New
William Blair & Company
49
William Blair & Company
Illinois
$3K +$2.95K +50 New
BCM
50
Bluefin Capital Management
New York
– -$7.48M -129,613 Closed