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iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ECA
101
Elevation Capital Advisory
Oregon
$2.49M +$848K +7,315 +56%
YMRC
102
Yorktown Management & Research Company
Virginia
$2.43M -$348K -3,000 -13%
Lido Advisors
103
Lido Advisors
California
$2.4M +$40.4K +349 +2%
T
104
Tidemark
California
$2.35M +$784K +6,766 +54%
DADC
105
D.A. Davidson & Co
Montana
$2.3M -$131K -1,133 -6%
FFA
106
Farther Finance Advisors
California
$2.13M -$320K -2,765 -14%
SAM
107
Synergy Asset Management
Washington
$1.97M +$1.88M +16,200 New
PAS
108
Park Avenue Securities
New York
$1.93M -$1.85M -15,994 -50%
IWM
109
IHT Wealth Management
Illinois
$1.89M -$5.77M -49,812 -76%
RWM
110
Revisor Wealth Management
Ohio
$1.83M +$590K +5,094 +51%
HWM
111
Hohimer Wealth Management
Washington
$1.83M
Verition Fund Management
112
Verition Fund Management
Connecticut
$1.83M +$1.74M +15,000 New
Janney Montgomery Scott
113
Janney Montgomery Scott
Pennsylvania
$1.81M -$1.29M -11,160 -43%
SWM
114
Scissortail Wealth Management
Oklahoma
$1.81M +$35.6K +307 +2%
SW
115
SoFi Wealth
California
$1.79M -$66.6K -575 -4%
Renaissance Technologies
116
Renaissance Technologies
New York
$1.79M +$1.7M +14,700 New
AWA
117
Arkadios Wealth Advisors
Georgia
$1.79M -$17.7K -153 -1%
OWA
118
Outlook Wealth Advisors
Texas
$1.74M -$19.4K -167 -1%
KWS
119
Keystone Wealth Services
California
$1.73M +$62.9K +543 +4%
UCFA
120
United Capital Financial Advisors
Texas
$1.71M -$2.05M -17,717 -56%
SA
121
Sovran Advisors
California
$1.68M +$19K +164 +1%
Truist Financial
122
Truist Financial
North Carolina
$1.65M -$710K -6,124 -31%
CCA
123
Cadent Capital Advisors
Oklahoma
$1.61M +$425K +3,666 +38%
GFPC
124
Global Financial Private Client
Florida
$1.6M -$18.4K -159 -1%
FFAS
125
FIG Financial Advisory Services
Oklahoma
$1.58M -$984K -8,486 -40%