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iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PAG
76
Private Advisor Group
New Jersey
$2.64M +$96.3K +1,199 +4%
AIA
77
Acute Investment Advisory
Arizona
$2.59M +$2.49M +31,009 New
BRWA
78
B. Riley Wealth Advisors
Florida
$2.57M -$173K -2,152 -7%
FRA
79
FFG Retirement Advisors
Colorado
$2.44M +$820K +10,213 +54%
OMC
80
Overbrook Management Corp
New York
$2.43M -$281K -3,499 -11%
CCMG
81
Clark Capital Management Group
Pennsylvania
$2.31M +$906K +11,285 +69%
PWM
82
Provident Wealth Management
Tennessee
$2.11M -$152K -1,890 -7%
KIM
83
Kestra Investment Management
Texas
$2.03M +$274K +3,409 +16%
OC
84
Oppenheimer & Co
New York
$1.93M -$83.7K -1,042 -4%
KFI
85
Key Financial Inc
Pennsylvania
$1.85M -$7.22K -90 -0.4%
TI
86
Tidal Investments
Wisconsin
$1.76M -$225K -2,802 -12%
PWP
87
Pursue Wealth Partners
California
$1.74M +$254K +3,166 +18%
AWS
88
Atria Wealth Solutions
New York
$1.72M -$169K -2,110 -9%
Commonwealth Equity Services
89
Commonwealth Equity Services
Massachusetts
$1.72M -$402K -5,011 -20%
KAS
90
Kestra Advisory Services
Texas
$1.69M -$762K -9,488 -32%
AI
91
Atria Investments
North Carolina
$1.68M +$6.9K +86 +0.4%
Allianz Asset Management
92
Allianz Asset Management
Germany
$1.67M +$1.61M +20,000 New
Mariner
93
Mariner
Kansas
$1.62M -$340K -4,241 -18%
TWM
94
TSA Wealth Management
Texas
$1.59M +$23.4K +291 +2%
SW
95
SteelPeak Wealth
California
$1.55M +$94.3K +1,175 +7%
PPWM
96
Perissos Private Wealth Management
Oklahoma
$1.51M -$201K -2,499 -12%
CIAS
97
CFS Investment Advisory Services
New Jersey
$1.44M +$46.8K +583 +4%
Thrivent Financial for Lutherans
98
Thrivent Financial for Lutherans
Minnesota
$1.44M -$1.92M -23,930 -58%
PVM
99
Palogic Value Management
Texas
$1.43M +$1.04K +13 +0.1%
US Bancorp
100
US Bancorp
Minnesota
$1.4M +$26.3K +327 +2%