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iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
76
Concourse Financial Group Securities
Alabama
$776K -$30.8K -348 -4%
GFPC
77
Global Financial Private Client
Florida
$735K -$19.4K -219 -3%
LTI
78
Laffer Tengler Investments
Tennessee
$728K +$99.9K +1,129 +18%
BRWA
79
B. Riley Wealth Advisors
Florida
$725K +$4.16K +47 +0.6%
BWA
80
Burt Wealth Advisors
Maryland
$696K
RF
81
RHS Financial
California
$691K +$316K +3,576 +100%
EP
82
Eudaimonia Partners
Tennessee
$674K +$3.98K +45 +0.6%
PAG
83
Private Advisory Group
Washington
$630K +$74.6K +843 +15%
William Blair & Company
84
William Blair & Company
Illinois
$628K +$377K +4,261 +190%
CWM
85
Campbell Wealth Management
Virginia
$570K -$25.9K -293 -5%
WMA
86
Wealth Management Associates
New Jersey
$570K +$522K +5,900 New
SAM
87
Secure Asset Management
Michigan
$566K -$84.9K -960 -14%
PK
88
Pflug Koory
Nebraska
$553K +$619 +7 +0.1%
IWS
89
Insight Wealth Strategies
California
$538K -$20.9K -236 -4%
OC
90
Oppenheimer & Co
New York
$538K +$49K +554 +11%
RJT
91
Raymond James Trust
Florida
$526K -$7.61K -86 -2%
CS
92
Credit Suisse
Switzerland
$498K +$456K +5,159 New
CA
93
Cetera Advisors
Colorado
$462K +$423K +4,783 New
AIP
94
Almanack Investment Partners
Pennsylvania
$443K +$3.27K +37 +0.8%
PWMG
95
Prestige Wealth Management Group
New Jersey
$440K +$403K +4,558 New
AAS
96
Avantax Advisory Services
Texas
$400K -$1.01M -11,453 -73%
IWC
97
Integrated Wealth Concepts
Massachusetts
$387K +$115K +1,301 +48%
CG
98
Colony Group
Massachusetts
$369K -$7.43K -84 -2%
QCIG
99
Quad-Cities Investment Group
Iowa
$350K +$18.8K +213 +6%
IA
100
Insight Advisors
Pennsylvania
$349K +$320K +3,618 New