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iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWA
126
Artemis Wealth Advisors
New York
$66.5K +$61K +689 New
MCC
127
Money Concepts Capital
Florida
$54K +$49.3K +557 New
Carson Wealth (CWM LLC)
128
Carson Wealth (CWM LLC)
Nebraska
$48K
BFEC
129
Benjamin F. Edwards & Company
Missouri
$48K +$11.9K +135 +38%
ACA
130
Aptus Capital Advisors
Alabama
$48K +$44.9K +507 New
Rockefeller Capital Management
131
Rockefeller Capital Management
New York
$47K
LAS
132
Lloyd Advisory Services
Georgia
$45K +$31.8K +359 +323%
Barclays
133
Barclays
United Kingdom
$43K
SFSIG
134
San Francisco Sentry Investment Group
California
$41K
CAAS
135
Capital Asset Advisory Services
Michigan
$40K +$34.8K +393 +1,709%
MCM
136
MV Capital Management
Maryland
$40K +$36.8K +416 New
ASBI
137
American State Bank (Iowa)
Iowa
$33.8K +$31K +350 New
CQS
138
Credential Qtrade Securities
$31K +$28.3K +320 New
PCG
139
Private Capital Group
Connecticut
$16K
GRP
140
Global Retirement Partners
California
$14K -$13.6K -154 -51%
Northwestern Mutual Wealth Management
141
Northwestern Mutual Wealth Management
Wisconsin
$13K +$11.8K +133 New
GTAM
142
Global Trust Asset Management
Florida
$10K +$9.11K +103 New
AWA
143
Arkadios Wealth Advisors
Georgia
$9K +$8.85K +100 New
RG
144
Retirement Group
California
$7K +$177 +2 +3%
HNB
145
Huntington National Bank
Ohio
$5K
VNA
146
Valley National Advisers
Pennsylvania
$5K +$4.78K +54 New
BWM
147
Baystate Wealth Management
Massachusetts
$3K +$2.3K +26 New
Citadel Advisors
148
Citadel Advisors
Florida
-$11.7M -145,467 Closed
TGAM
149
TBH Global Asset Management
Tennessee
-$852K -10,553 Closed
FNC
150
First National Corp
Massachusetts
-$1.44M -9,951 Closed