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iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Portfolio Solutions
26
Envestnet Portfolio Solutions
Illinois
$15.5M +$4.82M +56,014 +44%
OIA
27
OneDigital Investment Advisors
Kansas
$15.4M +$3.88M +45,132 +33%
CI
28
CacheTech Inc
Utah
$15.2M +$1.51M +17,537 +11%
AWM
29
Adams Wealth Management
Utah
$15M +$1.3M +15,157 +9%
Nomura Asset Management
30
Nomura Asset Management
Japan
$14.8M -$1.54M -17,900 -9%
CAC
31
Certified Advisory Corp
Florida
$14.3M +$135K +1,565 +0.9%
CPG
32
Cornerstone Planning Group
New Jersey
$14.3M +$65.8K +764 +0.5%
OPCM
33
Osborne Partners Capital Management
California
$12.6M -$39.8K -462 -0.3%
3F
34
360 Financial
Minnesota
$12M +$426K +4,951 +4%
TF
35
TME Financial
California
$11.9M +$12.3M +142,736 New
MML Investors Services
36
MML Investors Services
Massachusetts
$11.2M +$2.28M +26,443 +25%
IWS
37
Insight Wealth Strategies
California
$10.8M +$11M +127,277 New
Thrivent Financial for Lutherans
38
Thrivent Financial for Lutherans
Minnesota
$10.5M +$8.84M +102,731 +598%
AA
39
Aire Advisors
California
$10.1M +$485K +5,633 +5%
GC
40
Guggenheim Capital
Illinois
$9.69M +$336K +3,905 +4%
Mercer Global Advisors
41
Mercer Global Advisors
Colorado
$9.54M +$5.43M +63,117 +128%
RWA
42
Redhawk Wealth Advisors
Minnesota
$9.32M +$9.44M +109,694 New
Jane Street
43
Jane Street
New York
$8.7M +$8.81M +102,413 New
Raymond James Financial
44
Raymond James Financial
Florida
$8.47M +$8.58M +99,737 New
Stifel Financial
45
Stifel Financial
Missouri
$8.43M +$795K +9,242 +10%
HP
46
Hilltop Partners
Indiana
$7.74M +$5.94K +69 +0.1%
OBWG
47
Onyx Bridge Wealth Group
New York
$7.66M +$7.2M +83,673 +1,283%
NA
48
NewEdge Advisors
Louisiana
$7.08M +$1.6M +18,643 +29%
UBS Group
49
UBS Group
Switzerland
$7.02M +$249K +2,894 +4%
SIM
50
SSI Investment Management
California
$6.91M +$455K +5,283 +7%