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iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWM
51
IHT Wealth Management
Illinois
$316K -$237K -3,936 -44%
FCM
52
Firestone Capital Management
Florida
$314K +$301K +5,000 New
OC
53
Oppenheimer & Co
New York
$314K +$301K +5,006 New
CWAF
54
Core Wealth Advisors (Florida)
Florida
$304K +$292K +4,853 New
EH
55
Equitable Holdings
New York
$300K +$288K +4,790 New
CG
56
Colony Group
Massachusetts
$258K -$12K -200 -5%
FA
57
FDx Advisors
Illinois
$256K -$53.3K -886 -18%
CIBC World Market
58
CIBC World Market
Ontario, Canada
$253K -$4.21K -70 -2%
MAFM
59
Mid Atlantic Financial Management
Pennsylvania
$244K +$234K +3,884 New
CA
60
Calton & Associates
Florida
$243K -$120 -2 -0.1%
Creative Planning
61
Creative Planning
Kansas
$240K
GIA
62
Gladstone Institutional Advisory
Florida
$227K -$9.87K -164 -4%
NR
63
Newfound Research
Massachusetts
$225K -$129K -2,144 -37%
Jane Street
64
Jane Street
New York
$203K -$23.7M -393,635 -99%
Citigroup
65
Citigroup
New York
$198K
AAM
66
Advisors Asset Management
Colorado
$170K +$11.2K +186 +7%
IA
67
IFP Advisors
Florida
$169K +$103K +1,705 +174%
William Blair & Company
68
William Blair & Company
Illinois
$140K +$1.14K +19 +0.9%
Northwestern Mutual Wealth Management
69
Northwestern Mutual Wealth Management
Wisconsin
$140K +$110K +1,830 +449%
HIA
70
Harbor Investment Advisory
Maryland
$138K +$132K +2,202 New
ACM
71
Allred Capital Management
Texas
$125K +$120K +2,000 New
MAWCM
72
Mine & Arao Wealth Creation & Management
California
$99K +$95.1K +1,580 New
ASN
73
Advisory Services Network
Georgia
$81K +$49.6K +824 +178%
JP Morgan Chase
74
JP Morgan Chase
New York
$77K
FGAM
75
Financial Gravity Asset Management
Texas
$63K -$421 -7 -15%