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iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WF
51
Wayfinding Financial
Washington
$2.78M +$3.11M +37,482 New
HighTower Advisors
52
HighTower Advisors
Illinois
$2.73M +$60.3K +727 +2%
MIAN
53
Mariner Independent Advisor Network
Kansas
$2.73M +$55.4K +668 +2%
CFGF
54
Compass Financial Group (Florida)
Florida
$2.67M -$746 -9 -0%
Janney Montgomery Scott
55
Janney Montgomery Scott
Pennsylvania
$2.65M +$2.64M +31,849 New
FNC
56
First National Corp
Massachusetts
$2.6M +$2.59M +31,210 New
SL
57
Systelligence LLC
Minnesota
$2.48M -$629K -7,583 -20%
WP
58
WealthSource Partners
California
$2.36M +$2.34M +28,280 New
ECA
59
Elevated Capital Advisors
Utah
$2.35M +$2.34M +28,204 New
Verition Fund Management
60
Verition Fund Management
Connecticut
$2.3M +$2.29M +27,597 New
CW
61
CreativeOne Wealth
Kansas
$2.29M +$1.91M +23,038 +520%
CAAS
62
Capital Asset Advisory Services
Michigan
$2.27M -$23K -278 -1%
LGA
63
Lebenthal Global Advisors
New York
$2.19M +$117K +1,417 +6%
T
64
TCWP
Ohio
$2.14M +$305K +3,676 +17%
BWA
65
Burt Wealth Advisors
Maryland
$1.95M +$1.5M +18,065 +342%
Bank of New York Mellon
66
Bank of New York Mellon
New York
$1.89M +$1.88M +22,707 New
WF
67
Williams Financial
Vermont
$1.81M +$1.8M +21,755 New
BAM
68
Baldrige Asset Management
Pennsylvania
$1.8M +$226K +2,726 +14%
KFI
69
Key Financial Inc
Pennsylvania
$1.75M +$56.9K +687 +3%
FFWM
70
Future Financial Wealth Management
Ohio
$1.74M +$317K +3,823 +22%
NFSG
71
Newbridge Financial Services Group
Florida
$1.69M -$18.2K -220 -1%
BFG
72
Buttonwood Financial Group
Missouri
$1.51M +$1.51M +18,213 New
UBS Group
73
UBS Group
Switzerland
$1.5M -$424K -5,117 -22%
CWM
74
Comprehensive Wealth Management
Washington
$1.46M +$1.46M +17,571 New
Mirae Asset Global Investments
75
Mirae Asset Global Investments
South Korea
$1.46M -$1.7M -20,544 -54%