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iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OPS
101
Orion Portfolio Solutions
Nebraska
$1.3M +$1.4M +18,728 New
CAC
102
Certified Advisory Corp
Florida
$1.29M +$850K +11,354 +157%
ASN
103
Advisory Services Network
Georgia
$1.28M +$425K +5,669 +44%
PWP
104
Pursue Wealth Partners
California
$1.22M
SPIA
105
Steward Partners Investment Advisory
New York
$1.22M +$1.25M +16,644 +1,688%
NL
106
NWAM LLC
Washington
$1.22M +$1.05M +14,079 +423%
Mirae Asset Global Investments
107
Mirae Asset Global Investments
South Korea
$1.21M
KFSC
108
Keystone Financial Services (Colorado)
Colorado
$1.21M +$1.24M +16,617 New
CWM
109
Comprehensive Wealth Management
Washington
$1.19M -$35.1K -469 -3%
BHWM
110
Bay Harbor Wealth Management
Maryland
$1.15M +$1.07M +14,343 +632%
AAS
111
Avantax Advisory Services
Texas
$1.13M +$859K +11,474 +241%
SWM
112
SigFig Wealth Management
California
$1.09M +$851K +11,357 +309%
HA
113
HYA Advisors
Missouri
$1.09M +$1.18M +15,713 New
CWM
114
Capital Wealth Management
Rhode Island
$1.06M +$62.4K +833 +6%
VHAM
115
Van Hulzen Asset Management
California
$1.05M +$780K +10,415 +223%
HI
116
Harbour Investments
Wisconsin
$1.04M +$1.12M +14,974 New
I
117
INVST
Indiana
$1.03M +$1.02M +13,578 New
CWM
118
Calamos Wealth Management
Illinois
$1.02M +$1.1M +14,725 New
SWP
119
ShoreHaven Wealth Partners
New Jersey
$987K +$1.07M +14,242 New
WA
120
Wealth Alliance
New York
$963K +$1.04M +13,879 New
HA
121
Herold Advisors
New York
$958K -$44.6K -595 -4%
CWA
122
Clearview Wealth Advisors
Oregon
$948K +$903K +12,050 +742%
CLOS
123
Compagnie Lombard Odier SCmA
Switzerland
$901K +$412K +5,500 +73%
EL
124
EQ LLC
Washington
$895K +$966K +12,903 New
BTI
125
Blue Trust Inc
Georgia
$867K +$779K +10,398 New