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iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AIC
51
Archer Investment Corporation
Indiana
$662K -$14.3K -225 -2%
PAG
52
Private Advisor Group
New Jersey
$618K -$473K -7,446 -46%
CBFP
53
Cedar Brook Financial Partners
Ohio
$592K +$36.6K +576 +7%
ASN
54
Advisory Services Network
Georgia
$548K +$36.7K +578 +8%
PG
55
Prostatis Group
Maryland
$532K -$128K -2,018 -21%
ACM
56
Anfield Capital Management
California
$518K +$432K +6,806 New
BWA
57
Burt Wealth Advisors
Maryland
$511K +$57.6K +907 +14%
EP
58
Eudaimonia Partners
Tennessee
$510K -$110K -1,727 -19%
Wells Fargo
59
Wells Fargo
California
$509K -$16.3K -257 -3%
IWS
60
Insight Wealth Strategies
California
$494K -$14K -220 -3%
BRWA
61
B. Riley Wealth Advisors
Florida
$494K -$508 -8 -0.1%
WI
62
Wintrust Investments
Illinois
$472K +$422K +6,650 New
GFPC
63
Global Financial Private Client
Florida
$441K +$9.59K +151 +3%
LTI
64
Laffer Tengler Investments
Tennessee
$428K +$18K +283 +5%
CWM
65
Campbell Wealth Management
Virginia
$420K +$4.64K +73 +1%
PK
66
Pflug Koory
Nebraska
$406K +$64 +1 +0%
RJT
67
Raymond James Trust
Florida
$393K +$352K +5,538 New
ANTB
68
AMG National Trust Bank
Colorado
$362K +$324K +5,105 New
OC
69
Oppenheimer & Co
New York
$357K -$2.6K -41 -0.8%
PAG
70
Private Advisory Group
Washington
$337K +$302K +4,754 New
Creative Planning
71
Creative Planning
Kansas
$307K +$275K +4,329 New
SPC
72
Sigma Planning Corp
Michigan
$280K -$37.2K -585 -13%
CG
73
Colony Group
Massachusetts
$278K -$1.91K -30 -0.8%
AAS
74
Avantax Advisory Services
Texas
$265K -$127K -1,992 -35%
TF
75
Trek Financial
Arizona
$249K +$223K +3,512 New