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iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FGC
51
Financial Gravity Companies
Texas
$21K +$20.2K +364 New
ASN
52
Advisory Services Network
Georgia
$20K -$8.05K -145 -28%
NFG
53
Next Financial Group
Texas
$20K +$21.1K +381 New
FHA
54
First Horizon Advisors
Tennessee
$16K +$17.1K +309 New
NL
55
NVWM LLC
Pennsylvania
$8K +$8.88K +160 New
APA
56
American Portfolios Advisors
New York
$7.88K
William Blair & Company
57
William Blair & Company
Illinois
$3K
NA
58
NewEdge Advisors
Louisiana
$2.37K +$2.5M +45,044 New
Morgan Stanley
59
Morgan Stanley
New York
$2K
GI
60
Glovista Investments
New Jersey
-$4.78M -80,150 Closed
RWA
61
Redhawk Wealth Advisors
Minnesota
-$1.78M -29,770 Closed
MPWT
62
MassMutual Private Wealth & Trust
Connecticut
-$928K -15,504 Closed
Mirae Asset Global Investments
63
Mirae Asset Global Investments
South Korea
-$819K -13,690 Closed
NR
64
Newfound Research
Massachusetts
-$746K -12,470 Closed
MWM
65
Mascoma Wealth Management
New Hampshire
-$535K -8,943 Closed
GFPC
66
Global Financial Private Capital
Florida
-$344K -5,158 Closed
CAN
67
Claraphi Advisory Network
United States
-$304K -5,083 Closed
AWM
68
AE Wealth Management
Kansas
-$219K -3,658 Closed
Commonwealth Equity Services
69
Commonwealth Equity Services
Massachusetts
-$207K -3,470 Closed
SPIA
70
Steward Partners Investment Advisory
New York
-$28K -466 Closed