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iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
101
Parkside Financial Bank & Trust
Missouri
$121K
GSWM
102
Golden State Wealth Management
California
$113K +$109K +1,401 New
CCA
103
Catalyst Capital Advisors
New York
$102K +$32.8K +420 +50%
WCG
104
Weaver Consulting Group
California
$64K +$6.79K +87 +12%
DI
105
Disciplined Investments
Oklahoma
$61K +$156 +2 +0.3%
Carson Wealth (CWM LLC)
106
Carson Wealth (CWM LLC)
Nebraska
$48K
NC
107
NewSquare Capital
Pennsylvania
$42K +$40.8K +523 New
Rockefeller Capital Management
108
Rockefeller Capital Management
New York
$39K -$4.05K -52 -10%
BlackRock
109
BlackRock
New York
$37K
Barclays
110
Barclays
United Kingdom
$36K
RCG
111
Ruggie Capital Group
Florida
$35K +$34K +436 New
SFSIG
112
San Francisco Sentry Investment Group
California
$34K
BFEC
113
Benjamin F. Edwards & Company
Missouri
$29K +$28.1K +360 New
GRP
114
Global Retirement Partners
California
$24K +$23.4K +300 New
PCG
115
Private Capital Group
Connecticut
$14K
LAS
116
Lloyd Advisory Services
Georgia
$9K +$3.27K +42 +61%
HNB
117
Huntington National Bank
Ohio
$8K
FGA
118
Fortis Group Advisors
New Jersey
$8K +$7.96K +102 New
RG
119
Retirement Group
California
$6K
CAAS
120
Capital Asset Advisory Services
Michigan
$2K
BGDI
121
BW Gestao de Investimentos
Brazil
-$184M -2,600,000 Closed
SRA
122
Summit Rock Advisors
New York
-$9.61M -135,431 Closed
TC
123
Trilogy Capital
California
-$8.68M -113,985 Closed
WMA
124
Wealth Management Associates
New Jersey
-$883K -12,450 Closed
SAG
125
Spotlight Asset Group
Illinois
-$872K -12,291 Closed