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iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NR
76
Newfound Research
Massachusetts
$33K -$185K -2,987 -83%
NFG
77
Next Financial Group
Texas
$32K -$1.92K -31 -5%
CAC
78
Certified Advisory Corp
Florida
$31K +$62 +1 +0.2%
Rockefeller Capital Management
79
Rockefeller Capital Management
New York
$30K +$33.6K +544 New
Barclays
80
Barclays
United Kingdom
$24K
SFSIG
81
San Francisco Sentry Investment Group
California
$23K +$26.2K +424 New
SF
82
Synovus Financial
Georgia
$14K +$15.5K +250 New
UBS Group
83
UBS Group
Switzerland
$14K +$15.7K +254 New
Morgan Stanley
84
Morgan Stanley
New York
$13K +$7.05K +114 +90%
APA
85
American Portfolios Advisors
New York
$12.8K
WAP
86
Wealthcare Advisory Partners
Pennsylvania
$9K +$10.5K +170 New
FGAM
87
Financial Gravity Asset Management
Texas
$1.78K +$425K +6,874 +17,626%
CAAS
88
Capital Asset Advisory Services
Michigan
$1K
Fidelity Investments
89
Fidelity Investments
Massachusetts
$1K +$742 +12 New
CM
90
Columbus Macro
Pennsylvania
-$7.49M -119,395 Closed
FAAS
91
First Allied Advisory Services
California
-$7.4M -117,995 Closed
JWCA
92
J.W. Cole Advisors
Florida
-$862K -13,743 Closed
Janney Montgomery Scott
93
Janney Montgomery Scott
Pennsylvania
-$719K -11,463 Closed
FP
94
Fiduciary Planning
Florida
-$514K -7,937 Closed
CCA
95
Catalyst Capital Advisors
New York
-$490K -7,820 Closed
Baird Financial Group
96
Baird Financial Group
Wisconsin
-$366K -5,840 Closed
IWM
97
IHT Wealth Management
Illinois
-$316K -5,043 Closed
FA
98
FDx Advisors
Illinois
-$256K -4,087 Closed
CIBC World Market
99
CIBC World Market
Ontario, Canada
-$253K -4,028 Closed
MAFM
100
Mid Atlantic Financial Management
Pennsylvania
-$244K -3,884 Closed