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iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OPCM
26
Osborne Partners Capital Management
California
$14M +$50.8K +593 +0.4%
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$13.9M -$4.21M -49,045 -24%
3F
28
360 Financial
Minnesota
$13.5M +$350K +4,081 +3%
MML Investors Services
29
MML Investors Services
Massachusetts
$13M +$857K +9,991 +7%
1832 Asset Management
30
1832 Asset Management
Ontario, Canada
$11.6M +$664K +7,739 +6%
BWP
31
BlueStem Wealth Partners
Minnesota
$11.1M -$6.46M -75,330 -38%
OIA
32
OneDigital Investment Advisors
Kansas
$11.1M -$5.15M -60,050 -33%
AA
33
Aire Advisors
California
$11M +$36.7K +428 +0.4%
Nomura Asset Management
34
Nomura Asset Management
Japan
$10.7M -$4.77M -55,577 -32%
TCM
35
Tradewinds Capital Management
Washington
$10.7M -$7.65M -89,238 -43%
GC
36
Guggenheim Capital
Illinois
$10.7M -$183K -2,132 -2%
ACM
37
Advance Capital Management
Michigan
$9.83M +$9.35M +109,099 New
Envestnet Portfolio Solutions
38
Envestnet Portfolio Solutions
Illinois
$8.73M -$4.66M -54,350 -36%
Stifel Financial
39
Stifel Financial
Missouri
$8.32M -$1.12M -13,057 -12%
Raymond James Financial
40
Raymond James Financial
Florida
$8.29M -$668K -7,792 -8%
HP
41
Hilltop Partners
Indiana
$8.27M -$1.97M -22,944 -20%
UBS Group
42
UBS Group
Switzerland
$8.25M -$278K -3,242 -3%
FIA
43
Foundations Investment Advisors
Arizona
$7.51M -$702K -8,190 -9%
FGC
44
Financial Gravity Companies
Texas
$7.51M +$7.15M +83,388 New
AssetMark Inc
45
AssetMark Inc
California
$7.22M -$1.22M -14,242 -15%
SIM
46
SSI Investment Management
California
$6.59M -$408K -4,759 -6%
MWM
47
Mascagni Wealth Management
Mississippi
$6.28M +$453K +5,278 +8%
FFAS
48
FIG Financial Advisory Services
Oklahoma
$6.27M +$1.86M +21,656 +45%
FCC
49
Florin Court Capital
United Kingdom
$6.09M +$2.65M +30,919 +84%
Wealth Enhancement Advisory Services
50
Wealth Enhancement Advisory Services
Minnesota
$5.78M -$245K -2,859 -4%