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iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SA
51
Sanctuary Advisors
Indiana
$4.36M +$4.41M +56,431 New
GI
52
Gradient Investments
Minnesota
$4.36M -$14.3M -183,008 -77%
OBWG
53
Onyx Bridge Wealth Group
New York
$4.27M +$4.24M +54,242 New
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$3.96M +$448K +5,725 +13%
Mercer Global Advisors
55
Mercer Global Advisors
Colorado
$3.9M -$118K -1,513 -3%
BFG
56
Baron Financial Group
New Jersey
$3.87M -$59.4K -760 -2%
WIA
57
Wetzel Investment Advisors
Indiana
$3.78M +$5.39K +69 +0.1%
EH
58
Equitable Holdings
New York
$3.77M -$475K -6,072 -11%
NA
59
NewEdge Advisors
Louisiana
$3.75M +$1.95M +24,949 +110%
FIA
60
Foundations Investment Advisors
Arizona
$3.68M +$278K +3,560 +8%
OWA
61
Outlook Wealth Advisors
Texas
$3.55M -$67.5K -863 -7%
DAS
62
Dynamic Advisor Solutions
Arizona
$3.4M +$906K +11,583 +37%
Thrivent Financial for Lutherans
63
Thrivent Financial for Lutherans
Minnesota
$3.23M -$1.66M -21,185 -34%
HFS
64
Horizon Financial Services
North Carolina
$3.22M +$72.5K +927 +2%
Janney Montgomery Scott
65
Janney Montgomery Scott
Pennsylvania
$3.18M +$688K +8,807 +28%
Bank of New York Mellon
66
Bank of New York Mellon
New York
$3.14M +$641K +8,202 +26%
CWM
67
Capital Wealth Management
Rhode Island
$3.13M -$60.8K -778 -2%
Truist Financial
68
Truist Financial
North Carolina
$2.96M -$10.2K -130 -0.3%
AWM
69
Aspire Wealth Management
Massachusetts
$2.9M -$22.2K -284 -0.8%
LL
70
LPWM LLC
Minnesota
$2.77M -$35.9K -459 -1%
OAM
71
Oppenheimer Asset Management
New York
$2.73M +$224K +2,864 +9%
BRWA
72
B. Riley Wealth Advisors
Florida
$2.59M -$746K -9,546 -22%
OMC
73
Overbrook Management Corp
New York
$2.56M -$676K -8,645 -21%
WCM
74
Windham Capital Management
Massachusetts
$2.5M
PAG
75
Private Advisor Group
New Jersey
$2.39M +$24.3K +311 +1%