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iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GM
51
GeoWealth Management
Illinois
$2.47M +$2.49M +24,743 New
FGAM
52
Financial Gravity Asset Management
Texas
$2.44M -$1.27M -12,665 -35%
ECA
53
Elevated Capital Advisors
Utah
$2.4M +$2.42M +24,059 New
NFSG
54
Newbridge Financial Services Group
Florida
$2.18M +$503 +5 +0%
CI
55
Cavalier Investments
Georgia
$2.13M +$2.15M +21,405 New
SLWA
56
San Luis Wealth Advisors
California
$2M +$2.02M +20,063 New
DAS
57
Dynamic Advisor Solutions
Arizona
$1.99M +$292K +2,902 +17%
ASN
58
Advisory Services Network
Georgia
$1.99M +$38K +378 +2%
KFI
59
Key Financial Inc
Pennsylvania
$1.99M -$5.54K -55 -0.3%
PAG
60
Private Advisor Group
New Jersey
$1.96M +$243K +2,412 +14%
BAM
61
Baldrige Asset Management
Pennsylvania
$1.94M +$2.82K +28 +0.1%
Thrivent Financial for Lutherans
62
Thrivent Financial for Lutherans
Minnesota
$1.85M
CA
63
Cetera Advisors
Colorado
$1.82M -$279K -2,772 -13%
SPC
64
Sigma Planning Corp
Michigan
$1.78M -$74K -735 -4%
AWM
65
AE Wealth Management
Kansas
$1.69M -$4.52M -44,952 -73%
Morgan Stanley
66
Morgan Stanley
New York
$1.68M -$211K -2,099 -11%
KWA
67
KCS Wealth Advisory
California
$1.66M -$11.6K -115 -0.7%
FFWM
68
Future Financial Wealth Management
Ohio
$1.64M
FEM
69
Fulcrum Equity Management
Texas
$1.54M -$602K -5,984 -28%
HA
70
Herold Advisors
New York
$1.44M +$1.45M +14,440 New
CWM
71
Capital Wealth Management
Rhode Island
$1.33M +$154K +1,530 +13%
HI
72
Harbour Investments
Wisconsin
$1.2M +$54.5K +542 +5%
OC
73
Oppenheimer & Co
New York
$1.14M -$542K -5,384 -32%
OWA
74
Outlook Wealth Advisors
Texas
$1.14M -$14.8K -147 -1%
CAN
75
Cetera Advisor Networks
California
$1.09M +$123K +1,220 +13%