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iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CG
101
Clarus Group
Texas
$310K +$249K +2,815 New
FRA
102
Front Row Advisors
California
$299K
VWA
103
V Wealth Advisors
Kansas
$280K +$1.77K +20 +0.7%
NFG
104
Next Financial Group
Texas
$277K +$53.7K +607 +27%
CWM
105
Capital Wealth Management
Rhode Island
$276K +$16.2K +183 +7%
SBL
106
Sargent Bickham Lagudis
Colorado
$266K
TF
107
Trek Financial
Arizona
$260K -$46.9K -530 -16%
CW
108
CreativeOne Wealth
Kansas
$258K +$236K +2,669 New
FIA
109
Foundations Investment Advisors
Arizona
$244K +$211K +2,380 New
GI
110
Gradient Investments
Minnesota
$238K
ML
111
McAdam LLC
Pennsylvania
$232K +$203K +2,299 New
AF
112
Advisornet Financial
Minnesota
$227K +$1.5K +17 +0.7%
SI
113
Stephens Inc
Arkansas
$222K +$203K +2,295 New
LFF
114
Level Four Financial
Texas
$217K +$199K +2,246 New
AAM
115
Advisors Asset Management
Colorado
$215K -$2.48K -28 -1%
HIA
116
Harbor Investment Advisory
Maryland
$212K
APA
117
American Portfolios Advisors
New York
$176K +$6.72K +76 +4%
MAWCM
118
Mine & Arao Wealth Creation & Management
California
$158K +$4.07K +46 +3%
EI
119
Ellevest Inc
New York
$145K +$133K +1,500 New
PFBT
120
Parkside Financial Bank & Trust
Missouri
$144K
SFS
121
Sowell Financial Services
Arkansas
$116K +$106K +1,203 New
Citigroup
122
Citigroup
New York
$86K -$1.71M -19,285 -96%
DWMG
123
DB Wealth Management Group
California
$83K +$75.6K +855 New
DI
124
Disciplined Investments
Oklahoma
$75K +$2.39K +27 +4%
CCA
125
Catalyst Capital Advisors
New York
$70K -$46.9K -530 -42%