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iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KWA
51
KCS Wealth Advisory
California
$946K -$18.7K -240 -2%
PAG
52
Private Advisor Group
New Jersey
$885K +$175K +2,249 +26%
FIM
53
Freedom Investment Management
Connecticut
$855K -$126K -1,617 -13%
TGAM
54
TBH Global Asset Management
Tennessee
$852K +$823K +10,553 New
Thrivent Financial for Lutherans
55
Thrivent Financial for Lutherans
Minnesota
$798K
AIC
56
Archer Investment Corporation
Indiana
$788K +$32.7K +419 +4%
GIA
57
Gladstone Institutional Advisory
Florida
$784K +$757K +9,709 New
DAS
58
Dynamic Advisor Solutions
Arizona
$781K -$780 -10 -0.1%
OMC
59
Old Mission Capital
Illinois
$699K +$675K +8,654 New
CFGS
60
Concourse Financial Group Securities
Alabama
$677K -$2.2M -28,248 -77%
Wells Fargo
61
Wells Fargo
California
$667K +$84.3K +1,081 +15%
CBFP
62
Cedar Brook Financial Partners
Ohio
$658K -$14.9K -191 -2%
GFPC
63
Global Financial Private Client
Florida
$646K +$130K +1,673 +27%
BRWA
64
B. Riley Wealth Advisors
Florida
$602K +$39.1K +502 +7%
SPC
65
Sigma Planning Corp
Michigan
$601K +$273K +3,504 +89%
BWA
66
Burt Wealth Advisors
Maryland
$582K
NFG
67
Norris Financial Group
South Carolina
$561K +$542K +6,949 New
EP
68
Eudaimonia Partners
Tennessee
$560K -$19.7K -252 -4%
SAM
69
Secure Asset Management
Michigan
$551K -$216K -2,773 -29%
LTI
70
Laffer Tengler Investments
Tennessee
$515K +$27.3K +350 +6%
CWM
71
Campbell Wealth Management
Virginia
$500K +$21.7K +278 +5%
IWS
72
Insight Wealth Strategies
California
$469K -$89.3K -1,145 -16%
PK
73
Pflug Koory
Nebraska
$462K +$78 +1 +0%
PAG
74
Private Advisory Group
Washington
$459K +$72.6K +931 +20%
RJT
75
Raymond James Trust
Florida
$447K