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iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LGA
101
Lebenthal Global Advisors
New York
$453K +$473K +4,615 New
OMC
102
Old Mission Capital
Illinois
$440K +$459K +4,475 New
QCIG
103
Quad-Cities Investment Group
Iowa
$427K +$73.5K +717 +20%
FFN
104
Focus Financial Network
Minnesota
$405K +$423K +4,125 New
AAS
105
Avantax Advisory Services
Texas
$405K
TF
106
Trek Financial
Arizona
$400K +$141K +1,376 +51%
RI
107
Ridgewood Investments
New Jersey
$392K +$409K +3,988 New
Northwestern Mutual Wealth Management
108
Northwestern Mutual Wealth Management
Wisconsin
$381K +$384K +3,743 +2,814%
AAM
109
Advisors Asset Management
Colorado
$368K +$157K +1,528 +69%
IA
110
Insight Advisors
Pennsylvania
$364K +$307 +3 +0.1%
CWM
111
Capital Wealth Management
Rhode Island
$340K +$61.3K +598 +21%
Creative Planning
112
Creative Planning
Kansas
$331K -$758K -7,399 -69%
FRA
113
Front Row Advisors
California
$304K
SBL
114
Sargent Bickham Lagudis
Colorado
$290K +$20.4K +199 +7%
KAS
115
Kestra Advisory Services
Texas
$286K -$561K -5,479 -65%
WFM
116
Wolff Financial Management
Michigan
$266K +$277K +2,705 New
CG
117
Colony Group
Massachusetts
$256K -$125K -1,222 -32%
CW
118
CreativeOne Wealth
Kansas
$251K -$11.2K -109 -4%
5L
119
55I LLC
Massachusetts
$248K +$259K +2,523 New
SI
120
Stephens Inc
Arkansas
$237K +$12.6K +123 +5%
APW
121
Aurora Private Wealth
New Jersey
$236K +$246K +2,404 New
AF
122
Advisornet Financial
Minnesota
$231K +$102 +1 +0%
ML
123
McAdam LLC
Pennsylvania
$226K
FIA
124
Foundations Investment Advisors
Arizona
$225K -$13.8K -135 -6%
Cetera Investment Advisers
125
Cetera Investment Advisers
Illinois
$224K +$233K +2,276 New