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iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
51
Provident Wealth Management
Tennessee
$2.26M +$54.1K +612 +3%
FANJ
52
Financial Architects (New Jersey)
New Jersey
$2.15M -$18.5K -209 -0.9%
ASN
53
Advisory Services Network
Georgia
$2.15M +$187K +2,108 +10%
PG
54
Prostatis Group
Maryland
$1.95M +$73.2K +827 +4%
HighTower Advisors
55
HighTower Advisors
Illinois
$1.92M -$52.7K -596 -3%
NFSG
56
Newbridge Financial Services Group
Florida
$1.88M +$98.2K +1,110 +6%
AP
57
Advisors Preferred
Maryland
$1.72M +$1.58M +17,802 New
BAM
58
Baldrige Asset Management
Pennsylvania
$1.6M +$290K +3,273 +25%
Janney Montgomery Scott
59
Janney Montgomery Scott
Pennsylvania
$1.55M -$253K -2,865 -15%
KFI
60
Key Financial Inc
Pennsylvania
$1.5M +$973 +11 +0.1%
MWM
61
Merriman Wealth Management
Washington
$1.47M -$35.7K -403 -3%
KWA
62
KCS Wealth Advisory
California
$1.35M +$198K +2,238 +19%
OWA
63
Outlook Wealth Advisors
Texas
$1.2M -$778K -8,796 -42%
JWCA
64
J.W. Cole Advisors
Florida
$1.09M +$996K +11,253 New
Creative Planning
65
Creative Planning
Kansas
$1.04M +$647K +7,318 +212%
GIA
66
Gladstone Institutional Advisory
Florida
$974K +$33.1K +374 +4%
FIM
67
Freedom Investment Management
Connecticut
$958K -$58.1K -657 -6%
AIC
68
Archer Investment Corporation
Indiana
$942K
Morgan Stanley
69
Morgan Stanley
New York
$893K +$527K +5,962 +181%
DAS
70
Dynamic Advisor Solutions
Arizona
$883K -$45.9K -519 -5%
SPC
71
Sigma Planning Corp
Michigan
$853K +$123K +1,387 +19%
KAS
72
Kestra Advisory Services
Texas
$813K +$742K +8,390 New
Wells Fargo
73
Wells Fargo
California
$802K +$4.42K +50 +0.6%
CBFP
74
Cedar Brook Financial Partners
Ohio
$792K +$5.31K +60 +0.7%
SLWA
75
San Luis Wealth Advisors
California
$780K +$714K +8,074 New