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iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JWCA
101
J.W. Cole Advisors
Florida
$2.04M +$160K +1,703 +9%
DADC
102
D.A. Davidson & Co
Montana
$2.03M +$30.6K +326 +2%
SW
103
SteelPeak Wealth
California
$1.98M +$160K +1,705 +9%
SWP
104
Sagespring Wealth Partners
Tennessee
$1.93M +$20.6K +219 +1%
TWM
105
TSA Wealth Management
Texas
$1.88M +$207K +2,207 +13%
SG Americas Securities
106
SG Americas Securities
New York
$1.86M -$202K -2,154 -10%
PAG
107
Private Advisor Group
New Jersey
$1.86M -$65.4K -696 -4%
QP
108
Quartz Partners
New York
$1.78M +$1.67M +17,792 New
CIAS
109
CFS Investment Advisory Services
New Jersey
$1.73M +$95.5K +1,016 +6%
Northwestern Mutual Wealth Management
110
Northwestern Mutual Wealth Management
Wisconsin
$1.66M +$456K +4,853 +41%
SA
111
Sovran Advisors
California
$1.64M +$183K +1,945 +14%
HGWM
112
Horst & Graben Wealth Management
Oregon
$1.58M +$60.4K +643 +4%
PPWM
113
Perissos Private Wealth Management
Oklahoma
$1.57M -$5.45K -58 -0.4%
HWM
114
Hohimer Wealth Management
Washington
$1.5M
T
115
Tidemark
California
$1.48M +$244K +2,598 +21%
C
116
Croban
Ohio
$1.48M +$302K +3,208 +28%
AWM
117
AE Wealth Management
Kansas
$1.46M -$3.22M -34,297 -70%
US Bancorp
118
US Bancorp
Minnesota
$1.44M +$269K +2,866 +25%
PS
119
Principal Securities
Iowa
$1.4M +$68.4K +728 +5%
AI
120
Atria Investments
North Carolina
$1.37M -$254K -2,702 -16%
MCA
121
Midwest Capital Advisors
Michigan
$1.37M +$408K +4,336 +46%
PWM
122
Perigon Wealth Management
California
$1.36M +$128K +1,362 +11%
SF
123
SWP Financial
California
$1.34M +$286K +3,044 +30%
KWS
124
Keystone Wealth Services
California
$1.33M +$182K +1,936 +17%
PWP
125
Pursue Wealth Partners
California
$1.31M -$296K -3,150 -19%