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iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAN
51
Cetera Advisor Networks
California
$3.22M +$523K +7,058 +21%
DFCM
52
Dark Forest Capital Management
Puerto Rico
$3.22M -$757K -10,222 -20%
HFS
53
Horizon Financial Services
North Carolina
$3.08M +$15.2K +205 +0.5%
FCC
54
Florin Court Capital
United Kingdom
$3.03M +$1.05M +14,222 +58%
Commonwealth Equity Services
55
Commonwealth Equity Services
Massachusetts
$3M -$130K -1,759 -4%
AWM
56
Aspire Wealth Management
Massachusetts
$2.92M +$11.6K +157 +0.4%
CWM
57
Capital Wealth Management
Rhode Island
$2.84M +$41.3K +558 +2%
LL
58
LPWM LLC
Minnesota
$2.72M -$38.8K -524 -1%
WCM
59
Windham Capital Management
Massachusetts
$2.5M
Cambridge Investment Research Advisors
60
Cambridge Investment Research Advisors
Iowa
$2.49M -$10.6M -142,910 -82%
Cetera Investment Advisers
61
Cetera Investment Advisers
Illinois
$2.41M -$186K -2,516 -8%
CWM
62
Calamos Wealth Management
Illinois
$2.4M +$2.26M +30,550 New
PWM
63
Provident Wealth Management
Tennessee
$2.32M -$110K -1,492 -5%
DAS
64
Dynamic Advisor Solutions
Arizona
$2.26M +$393K +5,305 +22%
MA
65
Mutual Advisors
Nebraska
$2.02M -$51.4K -694 -3%
AWM
66
Axxcess Wealth Management
California
$1.95M -$324K -4,374 -15%
OC
67
Oppenheimer & Co
New York
$1.94M +$17.3K +234 +1%
EFS
68
Econ Financial Services
Pennsylvania
$1.94M +$52.6K +710 +3%
CAG
69
Csenge Advisory Group
Florida
$1.91M +$1.8M +24,276 New
Truist Financial
70
Truist Financial
North Carolina
$1.86M -$246K -3,321 -12%
KFI
71
Key Financial Inc
Pennsylvania
$1.76M -$26.1K -353 -2%
SSA
72
Schonfeld Strategic Advisors
New York
$1.71M +$1.61M +21,758 New
JP Morgan Chase
73
JP Morgan Chase
New York
$1.66M -$317K -4,277 -17%
EP
74
Eudaimonia Partners
Tennessee
$1.61M +$743K +10,039 +96%
AWS
75
Atria Wealth Solutions
New York
$1.58M +$1.14M +15,449 +327%