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iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JWCA
101
J.W. Cole Advisors
Florida
$837K -$225K -2,710 -21%
GF
102
Gries Financial
Ohio
$799K +$795K +9,591 New
Prudential Financial
103
Prudential Financial
New Jersey
$791K +$787K +9,489 New
GFPC
104
Global Financial Private Client
Florida
$778K -$44.8K -541 -6%
CS
105
Comerica Securities
Michigan
$776K +$772K +9,319 New
RJT
106
Raymond James Trust
Florida
$730K
Cetera Investment Advisers
107
Cetera Investment Advisers
Illinois
$725K +$406K +4,904 +129%
OC
108
Oppenheimer & Co
New York
$712K -$404K -4,876 -36%
QCIG
109
Quad-Cities Investment Group
Iowa
$704K -$31.4K -379 -4%
EP
110
Eudaimonia Partners
Tennessee
$676K +$673K +8,115 New
BAM
111
Belpointe Asset Management
Nevada
$672K -$381K -4,601 -36%
FIM
112
Freedom Investment Management
Connecticut
$672K -$332 -4 -0%
SWM
113
Scissortail Wealth Management
Oklahoma
$660K +$725K +8,744 New
CFGS
114
Concourse Financial Group Securities
Alabama
$654K +$639K +7,708 +5,353%
CWM
115
Campbell Wealth Management
Virginia
$639K -$21.3K -257 -3%
PWM
116
Perigon Wealth Management
California
$630K +$626K +7,557 New
CLOS
117
Compagnie Lombard Odier SCmA
Switzerland
$625K +$18.2K +220 +3%
Citadel Advisors
118
Citadel Advisors
Florida
$623K -$933K -11,254 -60%
TW
119
Towerpoint Wealth
California
$604K +$348K +4,194 +137%
CAC
120
Certified Advisory Corp
Florida
$602K +$599K +7,229 New
DAS
121
Dynamic Advisor Solutions
Arizona
$599K -$22.1K -267 -4%
AIP
122
Almanack Investment Partners
Pennsylvania
$579K +$576K +6,950 New
SAM
123
Secure Asset Management
Michigan
$554K +$6.88K +83 +1%
ACM
124
Anfield Capital Management
California
$543K +$54K +651 +11%
Wells Fargo
125
Wells Fargo
California
$542K +$42.9K +518 +9%