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iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
101
Concourse Financial Group Securities
Alabama
$1.38M -$766K -10,571 -35%
FFWM
102
Future Financial Wealth Management
Ohio
$1.38M -$67.8K -936 -4%
BAM
103
Baldrige Asset Management
Pennsylvania
$1.38M +$46K +635 +3%
T
104
TNF
Montana
$1.36M -$481K -6,644 -25%
CSWG
105
Cardinal Strategic Wealth Guidance
Kentucky
$1.33M -$395K -5,449 -22%
PFA
106
Pettinga Financial Advisors
Indiana
$1.32M -$1.01M -13,995 -42%
Northwestern Mutual Wealth Management
107
Northwestern Mutual Wealth Management
Wisconsin
$1.23M +$727K +10,032 +128%
PWP
108
Pursue Wealth Partners
California
$1.22M – – –
ASN
109
Advisory Services Network
Georgia
$1.19M -$86.6K -1,195 -6%
LWM
110
Liberty Wealth Management
California
$1.19M -$373K -5,149 -23%
KFSC
111
Keystone Financial Services (Colorado)
Colorado
$1.18M +$14.9K +205 +1%
BHWM
112
Bay Harbor Wealth Management
Maryland
$1.18M +$35.7K +493 +3%
OC
113
Oppenheimer & Co
New York
$1.18M +$472K +6,521 +62%
CWM
114
Comprehensive Wealth Management
Washington
$1.16M -$18K -248 -1%
FA
115
FDx Advisors
Illinois
$1.15M +$1.21M +16,719 New
SWM
116
SigFig Wealth Management
California
$1.15M -$296K -4,080 -27%
Mirae Asset Global Investments
117
Mirae Asset Global Investments
South Korea
$1.08M -$135K -1,863 -11%
PAG
118
Private Advisor Group
New Jersey
$1.06M -$316K -4,356 -22%
BCM
119
Brookstone Capital Management
Illinois
$1.06M -$256K -3,538 -19%
OPS
120
Orion Portfolio Solutions
Nebraska
$1.05M -$252K -3,484 -19%
AAS
121
Avantax Advisory Services
Texas
$1.05M -$74.4K -1,027 -6%
VHAM
122
Van Hulzen Asset Management
California
$1.04M +$6.08K +84 +0.6%
HI
123
Harbour Investments
Wisconsin
$1.04M – – –
WWG
124
West Wealth Group
California
$1.03M -$575K -7,935 -35%
CWM
125
Capital Wealth Management
Rhode Island
$1.02M -$35.6K -491 -3%