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iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LNC
126
Lincoln National Corp
Pennsylvania
$249K +$35.1K +353 +17%
SI
127
Stephens Inc
Arkansas
$247K
Citigroup
128
Citigroup
New York
$240K -$99.2M -998,544 -100%
CG
129
Colony Group
Massachusetts
$239K -$26K -262 -10%
FIA
130
Foundations Investment Advisors
Arizona
$239K +$11.6K +117 +5%
CQS
131
Credential Qtrade Securities
$236K +$88.4K +890 +63%
LFF
132
Level Four Financial
Texas
$229K
AF
133
Advisornet Financial
Minnesota
$224K -$14.8K -149 -6%
HIA
134
Harbor Investment Advisory
Maryland
$224K
BCV
135
Banque Cantonale Vaudoise
Switzerland
$221K +$55.7K +561 +35%
GSWM
136
Golden State Wealth Management
California
$221K +$215K +2,168 New
KWM
137
Kingsview Wealth Management
Oregon
$216K +$210K +2,117 New
CP
138
Cumberland Partners
Ontario, Canada
$205K +$200K +2,011 New
DWMG
139
DB Wealth Management Group
California
$200K +$99 +1 +0.1%
MAWCM
140
Mine & Arao Wealth Creation & Management
California
$167K +$298 +3 +0.2%
BFEC
141
Benjamin F. Edwards & Company
Missouri
$166K
Rockefeller Capital Management
142
Rockefeller Capital Management
New York
$158K +$109K +1,093 +237%
PFBT
143
Parkside Financial Bank & Trust
Missouri
$153K
CCA
144
Catalyst Capital Advisors
New York
$153K +$43.7K +440 +42%
PWM
145
Prentice Wealth Management
New York
$136K -$7.05K -71 -5%
AWA
146
Arkadios Wealth Advisors
Georgia
$99K +$57.6K +580 +145%
S
147
SignatureFD
Georgia
$93K +$90.2K +908 New
FFA
148
Founders Financial Alliance
North Carolina
$89K
GRP
149
Global Retirement Partners
California
$80K -$6.85K -69 -8%
DI
150
Disciplined Investments
Oklahoma
$79K +$199 +2 +0.3%