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iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWP
26
Destiny Wealth Partners
Florida
$6.2M +$5.68M +64,190 New
CCP
27
Cardan Capital Partners
Colorado
$5.61M +$281K +3,176 +6%
JP Morgan Chase
28
JP Morgan Chase
New York
$5.44M +$733K +8,288 +17%
CAGAS
29
Capital Advisory Group Advisory Services
Minnesota
$5.13M -$1.45M -16,333 -24%
Nomura Asset Management
30
Nomura Asset Management
Japan
$5.07M +$522K +5,900 +13%
RWA
31
Redhawk Wealth Advisors
Minnesota
$5.01M +$4.59M +51,904 New
SAM
32
Stringer Asset Management
Tennessee
$4.72M -$675K -7,626 -13%
Stifel Financial
33
Stifel Financial
Missouri
$4.49M +$58.4K +660 +1%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$4.49M +$640K +7,231 +18%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$4.31M +$1.28M +14,437 +48%
CI
36
Cavalier Investments
Georgia
$4.18M +$3.83M +43,325 New
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$4.03M +$721K +8,146 +24%
BDWCC
38
B&D White Capital Company
Texas
$3.92M +$3.59M +40,611 New
Truist Financial
39
Truist Financial
North Carolina
$3.91M -$206K -2,330 -5%
Thrivent Financial for Lutherans
40
Thrivent Financial for Lutherans
Minnesota
$3.9M
ANTB
41
AMG National Trust Bank
Colorado
$3.9M +$677K +7,654 +23%
PAG
42
Private Advisor Group
New Jersey
$3.81M +$2.52M +28,485 +260%
SPIA
43
Steward Partners Investment Advisory
New York
$3.64M +$3.34M +37,695 New
Ameriprise
44
Ameriprise
Minnesota
$3.23M +$2.73M +30,831 +1,143%
IA
45
IFP Advisors
Florida
$3.16M +$208K +2,354 +8%
CFGF
46
Compass Financial Group (Florida)
Florida
$3.12M -$10.8K -122 -0.4%
SIA
47
SkyView Investment Advisors
New Jersey
$2.95M +$2.7M +30,556 New
FGAM
48
Financial Gravity Asset Management
Texas
$2.49M +$2.28M +25,793 New
MIAN
49
Mariner Independent Advisor Network
Kansas
$2.4M +$2.19M +24,806 New
Mirae Asset Global Investments
50
Mirae Asset Global Investments
South Korea
$2.39M +$411K +4,640 +23%