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iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LTI
51
Laffer Tengler Investments
Tennessee
$107K – – –
AAM
52
Advisors Asset Management
Colorado
$76.3K +$40.1K +685 +115%
JP Morgan Chase
53
JP Morgan Chase
New York
$73K – – –
HGWM
54
Harvest Group Wealth Management
Massachusetts
$58K – – –
GSWM
55
Golden State Wealth Management
California
$55K – – –
TFA
56
Transamerica Financial Advisors
Florida
$55K +$53.2K +908 New
PCG
57
Private Capital Group
Connecticut
$53K – – –
FRA
58
Front Row Advisors
California
$49K +$3.22K +55 +7%
Carson Wealth (CWM LLC)
59
Carson Wealth (CWM LLC)
Nebraska
$48K – – –
MWM
60
Meridian Wealth Management
Kentucky
$39K +$38.4K +655 New
CAC
61
Certified Advisory Corp
Florida
$33K +$176 +3 +0.5%
Northwestern Mutual Wealth Management
62
Northwestern Mutual Wealth Management
Wisconsin
$30K – – –
ASN
63
Advisory Services Network
Georgia
$28K -$810K -13,838 -97%
Barclays
64
Barclays
United Kingdom
$27K – – –
NFG
65
Next Financial Group
Texas
$25K +$25K +427 New
APA
66
American Portfolios Advisors
New York
$14K – – –
NL
67
NVWM LLC
Pennsylvania
$10K – – –
FGAM
68
Financial Gravity Asset Management
Texas
$7K -$13.2K -225 -67%
Morgan Stanley
69
Morgan Stanley
New York
$3K – – –
SPIA
70
Steward Partners Investment Advisory
New York
$3K +$3.4K +58 New
RIM
71
Redwood Investment Management
Arizona
– -$5.67M -97,855 Closed
FHA
72
Flagship Harbor Advisors
Massachusetts
– -$954K -16,472 Closed
Nomura Asset Management
73
Nomura Asset Management
Japan
– -$605K -10,440 Closed
CAM
74
Cresset Asset Management
Illinois
– -$173K -2,990 Closed
CA
75
Cetera Advisors
Colorado
– -$88K -1,515 Closed