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iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
51
Capital Wealth Management
Rhode Island
$2.4M +$1.1M +15,173 +85%
FANJ
52
Financial Architects (New Jersey)
New Jersey
$2.35M -$66K -912 -3%
PWM
53
Provident Wealth Management
Tennessee
$2.33M -$17.5K -242 -0.7%
T
54
TCWP
Ohio
$2.32M -$1.19M -16,423 -34%
CA
55
Cetera Advisors
Colorado
$2.31M -$580K -8,006 -20%
WCM
56
Windham Capital Management
Massachusetts
$2.31M +$2.3M +31,799 New
CCMG
57
Clark Capital Management Group
Pennsylvania
$2.3M +$2.3M +31,723 New
Truist Financial
58
Truist Financial
North Carolina
$2.25M -$1.07M -14,838 -32%
FIA
59
Foundations Investment Advisors
Arizona
$2.05M -$3.47M -47,924 -63%
BRWA
60
B. Riley Wealth Advisors
Florida
$1.98M -$1.41M -19,528 -42%
Susquehanna International Group
61
Susquehanna International Group
Pennsylvania
$1.93M +$1.69M +23,334 +726%
CAN
62
Cetera Advisor Networks
California
$1.89M -$3.88M -53,554 -67%
CAAS
63
Capital Asset Advisory Services
Michigan
$1.78M -$163K -2,252 -8%
OC
64
Oppenheimer & Co
New York
$1.7M +$48.1K +665 +3%
HighTower Advisors
65
HighTower Advisors
Illinois
$1.67M -$311K -4,301 -16%
DFCM
66
Dark Forest Capital Management
Puerto Rico
$1.64M +$1.63M +22,569 New
KFI
67
Key Financial Inc
Pennsylvania
$1.64M +$74.1K +1,024 +5%
BAM
68
Baldrige Asset Management
Pennsylvania
$1.49M +$19.3K +267 +1%
HWM
69
Hohimer Wealth Management
Washington
$1.48M +$1.48M +20,405 New
EC
70
Elequin Capital
New York
$1.35M +$1.35M +18,649 New
PWP
71
Pursue Wealth Partners
California
$1.28M
Mariner
72
Mariner
Kansas
$1.26M -$451K -6,224 -26%
NCM
73
Northwest Capital Management
Oregon
$1.17M -$511K -7,052 -30%
OBWG
74
Onyx Bridge Wealth Group
New York
$1.08M +$1.08M +14,939 New
WW
75
Westshore Wealth
California
$1.03M -$454K -6,265 -31%