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iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Verition Fund Management
51
Verition Fund Management
Connecticut
$337K +$383K +6,194 New
CWM
52
Campbell Wealth Management
Virginia
$318K +$361K +5,844 New
LTI
53
Laffer Tengler Investments
Tennessee
$312K +$5.88K +95 +2%
PK
54
Pflug Koory
Nebraska
$311K
AAS
55
Avantax Advisory Services
Texas
$311K +$62 +1 +0%
GFPC
56
Global Financial Private Client
Florida
$310K +$5.88K +95 +2%
LA
57
LexAurum Advisors
Kansas
$277K +$316K +5,103 New
OC
58
Oppenheimer & Co
New York
$276K +$4.39K +71 +1%
CWAF
59
Core Wealth Advisors (Florida)
Florida
$275K +$12.2K +198 +4%
SPC
60
Sigma Planning Corp
Michigan
$246K +$280K +4,525 New
CG
61
Colony Group
Massachusetts
$214K -$10.5K -169 -4%
Citigroup
62
Citigroup
New York
$172K
FRA
63
Front Row Advisors
California
$172K +$116K +1,879 +201%
FCM
64
Firestone Capital Management
Florida
$136K -$155K -2,500 -50%
William Blair & Company
65
William Blair & Company
Illinois
$122K +$371 +6 +0.3%
HIA
66
Harbor Investment Advisory
Maryland
$120K -$124 -2 -0.1%
AAM
67
Advisors Asset Management
Colorado
$117K -$34.5K -557 -21%
MWM
68
MBE Wealth Management
Wisconsin
$90K +$103K +1,660 New
MAWCM
69
Mine & Arao Wealth Creation & Management
California
$86K +$186 +3 +0.2%
JP Morgan Chase
70
JP Morgan Chase
New York
$67K
Carson Wealth (CWM LLC)
71
Carson Wealth (CWM LLC)
Nebraska
$48K
DI
72
Disciplined Investments
Oklahoma
$41K +$124 +2 +0.3%
PCG
73
Private Capital Group
Connecticut
$39K
AIC
74
Ameritas Investment Company
Nebraska
$35K +$40.3K +652 New
GSWM
75
Golden State Wealth Management
California
$34K +$38.8K +628 New