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iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IA
26
IFP Advisors
Florida
$1.26M +$1.25M +20,239 +754%
EH
27
Equitable Holdings
New York
$1.08M +$937K +15,148 +316%
AWM
28
AE Wealth Management
Kansas
$1.04M -$4.06M -65,631 -77%
FIM
29
Freedom Investment Management
Connecticut
$956K +$96.3K +1,557 +12%
SS
30
Simplicity Solutions
Minnesota
$934K -$4M -64,668 -79%
RFC
31
Regions Financial Corp
Alabama
$919K +$1.05M +16,900 New
SAM
32
Stringer Asset Management
Tennessee
$901K +$1.03M +16,573 New
PAG
33
Private Advisor Group
New Jersey
$878K +$50.1K +810 +5%
KFI
34
Key Financial Inc
Pennsylvania
$876K
HighTower Advisors
35
HighTower Advisors
Illinois
$873K -$756K -12,215 -43%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$840K +$133K +2,155 +16%
LFPWM
37
Leicht Financial Planning & Wealth Management
New Jersey
$708K -$2M -32,385 -71%
KWA
38
KCS Wealth Advisory
California
$687K +$69.5K +1,124 +10%
OWA
39
Outlook Wealth Advisors
Texas
$571K +$650K +10,509 New
AIC
40
Archer Investment Corporation
Indiana
$520K -$278K -4,500 -32%
PG
41
Prostatis Group
Maryland
$518K +$213K +3,436 +56%
DAS
42
Dynamic Advisor Solutions
Arizona
$502K -$80.8K -1,307 -12%
Allianz Asset Management
43
Allianz Asset Management
Germany
$489K -$2.67M -43,199 -83%
EP
44
Eudaimonia Partners
Tennessee
$484K +$7.79K +126 +1%
CBFP
45
Cedar Brook Financial Partners
Ohio
$422K -$159K -2,563 -25%
Wells Fargo
46
Wells Fargo
California
$404K -$14.5K -234 -3%
IWS
47
Insight Wealth Strategies
California
$390K -$165K -2,665 -27%
ASN
48
Advisory Services Network
Georgia
$388K +$362K +5,853 +455%
BRWA
49
B. Riley Wealth Advisors
Florida
$379K -$4.64K -75 -1%
BWA
50
Burt Wealth Advisors
Maryland
$342K +$390K +6,300 New