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iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OPCM
26
Osborne Partners Capital Management
California
$11.3M +$175K +2,233 +2%
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$10.4M -$886K -11,333 -8%
3F
28
360 Financial
Minnesota
$10.3M +$928K +11,872 +10%
OIA
29
OneDigital Investment Advisors
Kansas
$10.3M +$2.61M +33,343 +34%
Envestnet Portfolio Solutions
30
Envestnet Portfolio Solutions
Illinois
$9.73M +$746K +9,548 +8%
AA
31
Aire Advisors
California
$9.67M -$114K -1,456 -1%
LGA
32
Lebenthal Global Advisors
New York
$9.26M +$9.21M +117,816 New
MML Investors Services
33
MML Investors Services
Massachusetts
$8.26M +$974K +12,457 +13%
GC
34
Guggenheim Capital
Illinois
$8.2M +$1.1M +14,013 +16%
Stifel Financial
35
Stifel Financial
Missouri
$8.03M +$666K +8,521 +9%
AssetMark Inc
36
AssetMark Inc
California
$8M -$108M -1,386,673 -93%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$6.79M +$112K +1,427 +2%
HP
38
Hilltop Partners
Indiana
$6.78M +$438K +5,601 +7%
RJA
39
Raymond James & Associates
Florida
$6.68M -$36K -460 -0.5%
FGAM
40
Financial Gravity Asset Management
Texas
$6.31M -$5.3M -67,831 -46%
UBS Group
41
UBS Group
Switzerland
$5.86M +$243K +3,108 +4%
RJFSA
42
Raymond James Financial Services Advisors
Florida
$5.4M +$300K +3,834 +6%
EC
43
Elequin Capital
New York
$5.3M +$5.27M +67,395 New
SIM
44
SSI Investment Management
California
$4.99M +$4.96M +63,419 New
KC
45
Kades & Cheifetz
Pennsylvania
$4.9M +$79.4K +1,016 +2%
Osaic Holdings
46
Osaic Holdings
Arizona
$4.69M -$9.47M -121,116 -67%
Wealth Enhancement Advisory Services
47
Wealth Enhancement Advisory Services
Minnesota
$4.44M +$4.42M +56,479 New
UCFA
48
United Capital Financial Advisors
Texas
$4.4M +$521K +6,665 +14%
PAS
49
Park Avenue Securities
New York
$4.4M +$594K +7,599 +16%
HighTower Advisors
50
HighTower Advisors
Illinois
$4.37M +$93.1K +1,191 +2%