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iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
51
Provident Wealth Management
Tennessee
$2.5M +$46.7K +640 +2%
FANJ
52
Financial Architects (New Jersey)
New Jersey
$2.47M
WCM
53
Windham Capital Management
Massachusetts
$2.43M
TPWA
54
TRUE Private Wealth Advisors
Oregon
$2.4M +$2.29M +31,371 New
CCMG
55
Clark Capital Management Group
Pennsylvania
$2.37M -$45.6K -626 -2%
Truist Financial
56
Truist Financial
North Carolina
$2.21M -$153K -2,094 -7%
Cetera Investment Advisers
57
Cetera Investment Advisers
Illinois
$2.19M -$471K -6,463 -18%
Carson Wealth (CWM LLC)
58
Carson Wealth (CWM LLC)
Nebraska
$2.08M +$1.34M +18,421 +207%
BRWA
59
B. Riley Wealth Advisors
Florida
$1.98M -$95.3K -1,307 -5%
CAN
60
Cetera Advisor Networks
California
$1.97M -$16.2K -222 -0.9%
OC
61
Oppenheimer & Co
New York
$1.91M +$113K +1,551 +7%
GM
62
GeoWealth Management
Illinois
$1.84M +$1.75M +24,057 New
CAAS
63
Capital Asset Advisory Services
Michigan
$1.8M -$90.5K -1,241 -5%
HighTower Advisors
64
HighTower Advisors
Illinois
$1.78M +$31.1K +426 +2%
KFI
65
Key Financial Inc
Pennsylvania
$1.71M -$13.7K -188 -0.8%
CA
66
Cetera Advisors
Colorado
$1.61M -$783K -10,737 -34%
HWM
67
Hohimer Wealth Management
Washington
$1.55M -$4.88K -67 -0.3%
MWM
68
Modera Wealth Management
New Jersey
$1.55M +$1.48M +20,274 New
MA
69
Mutual Advisors
Nebraska
$1.53M +$647K +8,871 +79%
PWP
70
Pursue Wealth Partners
California
$1.35M
Mariner
71
Mariner
Kansas
$1.3M -$30.5K -418 -2%
Renaissance Technologies
72
Renaissance Technologies
New York
$1.29M +$1.23M +16,900 New
PCIA
73
Prime Capital Investment Advisors
Kansas
$1.27M +$1.21M +16,661 New
Thrivent Financial for Lutherans
74
Thrivent Financial for Lutherans
Minnesota
$1.26M -$2.46M -33,750 -67%
OBWG
75
Onyx Bridge Wealth Group
New York
$1.18M +$38.5K +528 +4%