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iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SA
26
Stewardship Advisors
Pennsylvania
$7.77M +$214K +2,124 +3%
ANTB
27
AMG National Trust Bank
Colorado
$7.64M +$431K +4,278 +6%
MC
28
McMorgan & Co
California
$7.26M +$7.33M +72,816 New
5L
29
55I LLC
Massachusetts
$7.2M +$7.01M +69,613 +2,759%
Stifel Financial
30
Stifel Financial
Missouri
$7.05M +$99.9K +993 +1%
BRWA
31
B. Riley Wealth Advisors
Florida
$5.76M -$51.2K -509 -0.9%
DWP
32
Destiny Wealth Partners
Florida
$5.19M +$204K +2,025 +4%
CAGAS
33
Capital Advisory Group Advisory Services
Minnesota
$5.18M +$177K +1,759 +4%
AF
34
Allworth Financial
California
$4.93M +$476K +4,726 +11%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$4.78M -$140K -1,388 -3%
SPIA
36
Steward Partners Investment Advisory
New York
$4.51M +$486K +4,833 +12%
MCM
37
MV Capital Management
Maryland
$4.43M +$131K +1,299 +3%
Truist Financial
38
Truist Financial
North Carolina
$4.34M +$147K +1,465 +3%
CF
39
Clarity Financial
Texas
$4.18M +$2.24M +22,278 +113%
PWM
40
Provident Wealth Management
Tennessee
$4.05M +$267K +2,650 +7%
EH
41
Equitable Holdings
New York
$3.94M -$544K -5,410 -12%
SL
42
Systelligence LLC
Minnesota
$3.63M -$3.6M -35,748 -50%
NA
43
NewEdge Advisors
Louisiana
$3.43M -$11.7M -116,266 -77%
Mirae Asset Global Investments
44
Mirae Asset Global Investments
South Korea
$3.38M
BDWCC
45
B&D White Capital Company
Texas
$3.38M -$1.32M -13,159 -28%
CFGF
46
Compass Financial Group (Florida)
Florida
$3.17M -$26.4K -262 -0.8%
HighTower Advisors
47
HighTower Advisors
Illinois
$3.01M +$154K +1,534 +5%
CAAS
48
Capital Asset Advisory Services
Michigan
$2.95M -$10.9K -108 -0.4%
MIAN
49
Mariner Independent Advisor Network
Kansas
$2.78M -$19.1K -190 -0.7%
FANJ
50
Financial Architects (New Jersey)
New Jersey
$2.69M +$426K +4,229 +19%