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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
CAC
60
Certified Advisory Corp
Florida
$33K +$176 +3 +0.5%
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$30K
ASN
62
Advisory Services Network
Georgia
$28K -$810K -13,838 -97%
Barclays
63
Barclays
United Kingdom
$27K
NFG
64
Next Financial Group
Texas
$25K +$25K +427 New
APA
65
American Portfolios Advisors
New York
$14K
NL
66
NVWM LLC
Pennsylvania
$10K
FGAM
67
Financial Gravity Asset Management
Texas
$7K -$13.2K -225 -67%
Morgan Stanley
68
Morgan Stanley
New York
$3K
SPIA
69
Steward Partners Investment Advisory
New York
$3K +$3.4K +58 New
MWM
70
Meridian Wealth Management
Kentucky
$390 +$38.4K +655 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