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iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWC
76
Integrated Wealth Concepts
Massachusetts
$1.02M +$658K +6,420 +160%
AIC
77
Archer Investment Corporation
Indiana
$1.01M +$53.2K +519 +5%
JWCA
78
J.W. Cole Advisors
Florida
$1.01M -$102K -996 -9%
GIA
79
Gladstone Institutional Advisory
Florida
$938K -$54.7K -534 -5%
CWMU
80
Caliber Wealth Management (Utah)
Utah
$933K +$973K +9,501 New
DAS
81
Dynamic Advisor Solutions
Arizona
$915K +$16.7K +163 +2%
IA
82
IndexIQ Advisors
New York
$880K +$918K +8,957 New
Wells Fargo
83
Wells Fargo
California
$802K -$14.6K -142 -2%
SB
84
Simmons Bank
Arkansas
$783K +$816K +7,966 New
GFPC
85
Global Financial Private Client
Florida
$735K -$23.8K -232 -3%
FIM
86
Freedom Investment Management
Connecticut
$726K -$260K -2,534 -26%
BWA
87
Burt Wealth Advisors
Maryland
$708K
EP
88
Eudaimonia Partners
Tennessee
$706K +$21.7K +212 +3%
PG
89
Prostatis Group
Maryland
$683K -$1.36M -13,283 -66%
Janney Montgomery Scott
90
Janney Montgomery Scott
Pennsylvania
$654K -$962K -9,384 -58%
William Blair & Company
91
William Blair & Company
Illinois
$650K +$12.3K +120 +2%
AP
92
Advisors Preferred
Maryland
$640K -$1.17M -11,373 -64%
SAM
93
Secure Asset Management
Michigan
$598K +$23.1K +225 +4%
NFG
94
Next Financial Group
Texas
$595K +$326K +3,185 +111%
CWM
95
Campbell Wealth Management
Virginia
$583K +$2.97K +29 +0.5%
PK
96
Pflug Koory
Nebraska
$563K
PWMG
97
Prestige Wealth Management Group
New Jersey
$546K +$102K +1,000 +22%
WA
98
WESPAC Advisors
California
$546K +$570K +5,563 New
RJT
99
Raymond James Trust
Florida
$535K
IWS
100
Insight Wealth Strategies
California
$532K -$16.4K -160 -3%