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iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$9.39M -$1.78M -24,552 -15%
RJA
27
Raymond James & Associates
Florida
$7.75M -$93.7K -1,293 -1%
OPCM
28
Osborne Partners Capital Management
California
$7.72M +$221K +3,054 +3%
MC
29
McMorgan & Co
California
$7.39M -$5.09M -70,256 -40%
BAAM
30
Baker Avenue Asset Management
California
$6.45M +$953K +13,160 +16%
Mercer Global Advisors
31
Mercer Global Advisors
Colorado
$6.22M +$1.2M +16,548 +22%
WP
32
WealthSource Partners
California
$6.21M -$241K -3,325 -4%
AA
33
Aire Advisors
California
$5.86M +$1.08M +14,967 +21%
AWM
34
AE Wealth Management
Kansas
$5.6M -$2.57M -35,527 -30%
JC
35
JB Capital
Connecticut
$5.22M -$2.9M -39,991 -35%
FIA
36
Foundations Investment Advisors
Arizona
$5.17M +$1.81M +24,926 +50%
FF
37
Friedenthal Financial
New Jersey
$4.89M +$5.14M +71,014 New
BTI
38
Blue Trust Inc
Georgia
$4.38M +$3.83M +52,802 +508%
CW
39
CreativeOne Wealth
Kansas
$4.37M -$87.2K -1,204 -2%
Truist Financial
40
Truist Financial
North Carolina
$4.34M +$414K +5,720 +10%
RJFSA
41
Raymond James Financial Services Advisors
Florida
$4.29M -$650K -8,977 -13%
EH
42
Equitable Holdings
New York
$4.21M +$120K +1,657 +3%
Verition Fund Management
43
Verition Fund Management
Connecticut
$4.09M +$2.69M +37,139 +167%
DWP
44
Destiny Wealth Partners
Florida
$3.96M +$4.13M +57,016 +11,780%
MSWMA
45
Market Street Wealth Management Advisors
Indiana
$3.52M +$804K +11,094 +28%
KAS
46
Kestra Advisory Services
Texas
$3.51M -$9.2K -127 -0.2%
3F
47
360 Financial
Minnesota
$3.45M +$3.62M +50,015 New
GF
48
Gries Financial
Ohio
$3.43M +$3.6M +49,744 New
AWS
49
Atria Wealth Solutions
New York
$3.41M -$370K -5,114 -9%
HGWM
50
Horst & Graben Wealth Management
Oregon
$3.39M -$925K -12,770 -21%