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iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OC
76
Oppenheimer & Co
New York
$405K -$1.17K -15 -0.3%
AIP
77
Almanack Investment Partners
Pennsylvania
$385K +$355K +4,556 New
CG
78
Colony Group
Massachusetts
$316K
FRA
79
Front Row Advisors
California
$289K +$5.07K +65 +2%
RF
80
RHS Financial
California
$289K +$279K +3,583 New
Creative Planning
81
Creative Planning
Kansas
$279K -$68.5K -878 -20%
QCIG
82
Quad-Cities Investment Group
Iowa
$276K +$8.5K +109 +3%
HHRDM
83
H&H Retirement Design & Management
Nevada
$274K -$3.85M -49,385 -94%
Morgan Stanley
84
Morgan Stanley
New York
$266K +$243K +3,119 +1,813%
TF
85
Trek Financial
Arizona
$260K -$22.6K -290 -8%
Susquehanna International Group
86
Susquehanna International Group
Pennsylvania
$250K +$242K +3,098 New
GI
87
Gradient Investments
Minnesota
$238K -$43M -551,811 -99%
VWA
88
V Wealth Advisors
Kansas
$232K +$224K +2,876 New
SBL
89
Sargent Bickham Lagudis
Colorado
$222K +$105K +1,352 +97%
IWC
90
Integrated Wealth Concepts
Massachusetts
$219K +$211K +2,708 New
Ameriprise
91
Ameriprise
Minnesota
$218K +$210K +2,698 New
CWM
92
Capital Wealth Management
Rhode Island
$216K +$209K +2,675 New
AF
93
Advisornet Financial
Minnesota
$188K -$23.6K -302 -11%
NFG
94
Next Financial Group
Texas
$183K +$177K +2,267 New
AAM
95
Advisors Asset Management
Colorado
$182K
William Blair & Company
96
William Blair & Company
Illinois
$181K
HIA
97
Harbor Investment Advisory
Maryland
$178K
HFRG
98
Houlihan Financial Resource Group
Virginia
$152K +$138K +1,775 New
APA
99
American Portfolios Advisors
New York
$141K +$118K +1,507 +641%
MAWCM
100
Mine & Arao Wealth Creation & Management
California
$129K +$234 +3 +0.2%