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iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Thrivent Financial for Lutherans
51
Thrivent Financial for Lutherans
Minnesota
$7.59M +$285K +2,840 +4%
MWM
52
Mascagni Wealth Management
Mississippi
$7.32M +$191K +1,897 +3%
SIM
53
SSI Investment Management
California
$7.31M +$32.5K +323 +0.4%
Bank of New York Mellon
54
Bank of New York Mellon
New York
$7.02M +$1.75M +17,369 +32%
Cambridge Investment Research Advisors
55
Cambridge Investment Research Advisors
Iowa
$6.91M +$273K +2,715 +4%
EH
56
Equitable Holdings
New York
$6.7M +$675K +6,715 +11%
Wealth Enhancement Advisory Services
57
Wealth Enhancement Advisory Services
Minnesota
$6.58M -$412K -4,095 -6%
FFAS
58
FIG Financial Advisory Services
Oklahoma
$6.41M -$2.46M -24,451 -27%
FIA
59
Foundations Investment Advisors
Arizona
$6.37M +$134K +1,332 +2%
PAS
60
Park Avenue Securities
New York
$6.29M +$1.06M +10,584 +20%
DAS
61
Diversify Advisory Services
Utah
$6.09M +$1.75M +17,460 +42%
UCFA
62
United Capital Financial Advisors
Texas
$6.09M +$1.1M +10,981 +22%
IWM
63
IHT Wealth Management
Illinois
$6.03M +$809K +8,044 +15%
HighTower Advisors
64
HighTower Advisors
Illinois
$5.81M +$224K +2,228 +4%
PGF
65
Plan Group Financial
Oklahoma
$5.64M +$1.09M +10,819 +23%
Mercer Global Advisors
66
Mercer Global Advisors
Colorado
$5.55M +$5.25M +52,189 +154%
KAS
67
Kestra Advisory Services
Texas
$5.4M +$4.61M +45,886 +514%
T. Rowe Price Associates
68
T. Rowe Price Associates
Maryland
$5.38M +$1.16M +11,502 +27%
MFG
69
Merit Financial Group
Georgia
$5.33M +$2.18M +21,670 +67%
BRWA
70
B. Riley Wealth Advisors
Florida
$5.13M +$708K +7,047 +16%
SA
71
Sanctuary Advisors
Indiana
$5.07M +$239K +2,376 +5%
BFG
72
Baron Financial Group
New Jersey
$4.9M -$31.7K -315 -0.6%
CWM
73
Capital Wealth Management
Rhode Island
$4.78M +$1.12M +11,178 +30%
Royal Bank of Canada
74
Royal Bank of Canada
Ontario, Canada
$4.58M -$45.4K -452 -1%
WIA
75
Wetzel Investment Advisors
Indiana
$4.57M +$5.03K +50 +0.1%