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iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OPCM
26
Osborne Partners Capital Management
California
$9.19M +$695K +8,381 +8%
RJA
27
Raymond James & Associates
Florida
$8.71M -$894K -10,784 -9%
MML Investors Services
28
MML Investors Services
Massachusetts
$8.68M -$604K -7,282 -7%
BAAM
29
Baker Avenue Asset Management
California
$7.49M +$101K +1,216 +1%
AF
30
Allworth Financial
California
$7.28M +$1.23M +14,806 +20%
Stifel Financial
31
Stifel Financial
Missouri
$7.07M +$1.11M +13,400 +19%
SA
32
Stewardship Advisors
Pennsylvania
$6.78M +$122K +1,468 +2%
B
33
Barings
North Carolina
$6.49M -$10.1M -122,086 -61%
IDA
34
Intelligence Driven Advisers
California
$6.31M +$6.39M +77,077 New
ANTB
35
AMG National Trust Bank
Colorado
$6.3M -$34.9K -421 -0.6%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$5.41M +$162K +1,955 +3%
PAS
37
Park Avenue Securities
New York
$5.26M +$5.24M +63,193 New
BRWA
38
B. Riley Wealth Advisors
Florida
$5.13M +$229K +2,765 +5%
AA
39
Aire Advisors
California
$4.8M +$4.65M +56,062 New
JIR
40
James Investment Research
Ohio
$4.62M -$696K -8,392 -13%
CAGAS
41
Capital Advisory Group Advisory Services
Minnesota
$4.41M -$35.5K -428 -0.8%
HWM
42
Hohimer Wealth Management
Washington
$4.32M +$4.3M +51,900 New
Ameriprise
43
Ameriprise
Minnesota
$4.27M -$7.03M -84,788 -62%
NA
44
NewEdge Advisors
Louisiana
$4.23M +$1.22M +14,723 +41%
Truist Financial
45
Truist Financial
North Carolina
$3.92M +$255K +3,078 +7%
AWM
46
Aspire Wealth Management
Massachusetts
$3.55M +$262K +3,157 +8%
EH
47
Equitable Holdings
New York
$3.32M -$152K -1,830 -4%
PWM
48
Provident Wealth Management
Tennessee
$3.29M -$233K -2,816 -7%
FANJ
49
Financial Architects (New Jersey)
New Jersey
$3.03M +$8.7K +105 +0.3%
LL
50
LPWM LLC
Minnesota
$3M +$3.04M +36,710 New