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iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Nomura Asset Management
26
Nomura Asset Management
Japan
$14.6M
AWM
27
Adams Wealth Management
Utah
$14.4M -$342K -3,962 -2%
CI
28
CacheTech Inc
Utah
$14.4M -$327K -3,790 -2%
CAC
29
Certified Advisory Corp
Florida
$13.8M -$212K -2,458 -1%
CPG
30
Cornerstone Planning Group
New Jersey
$13.7M +$101K +1,175 +0.7%
TF
31
TME Financial
California
$13.2M +$1.29M +14,905 +10%
OPCM
32
Osborne Partners Capital Management
California
$13M +$649K +7,522 +5%
Envestnet Portfolio Solutions
33
Envestnet Portfolio Solutions
Illinois
$12.6M -$2.71M -31,443 -17%
3F
34
360 Financial
Minnesota
$12.2M +$418K +4,850 +3%
OBWG
35
Onyx Bridge Wealth Group
New York
$11.3M +$3.87M +44,818 +50%
MML Investors Services
36
MML Investors Services
Massachusetts
$11.2M +$174K +2,019 +2%
IWS
37
Insight Wealth Strategies
California
$10.8M +$128K +1,483 +1%
Thrivent Financial for Lutherans
38
Thrivent Financial for Lutherans
Minnesota
$10.5M
AA
39
Aire Advisors
California
$10.1M +$161K +1,861 +2%
1832 Asset Management
40
1832 Asset Management
Ontario, Canada
$10.1M -$46.8M -542,665 -82%
GC
41
Guggenheim Capital
Illinois
$10.1M +$546K +6,331 +6%
HP
42
Hilltop Partners
Indiana
$9.59M +$2.04M +23,620 +26%
Stifel Financial
43
Stifel Financial
Missouri
$8.81M +$530K +6,146 +6%
Raymond James Financial
44
Raymond James Financial
Florida
$8.34M +$4.83K +56 +0.1%
UBS Group
45
UBS Group
Switzerland
$7.93M +$1.06M +12,233 +15%
AssetMark Inc
46
AssetMark Inc
California
$7.89M -$14.2M -165,024 -64%
Mercer Global Advisors
47
Mercer Global Advisors
Colorado
$7.76M -$1.68M -19,440 -17%
FIA
48
Foundations Investment Advisors
Arizona
$7.66M +$1.28M +14,843 +19%
NA
49
NewEdge Advisors
Louisiana
$7.63M +$680K +7,886 +9%
PAS
50
Park Avenue Securities
New York
$6.7M +$157K +1,823 +2%