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iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VFA
201
Values First Advisors
Tennessee
$8.35K +$8.33K +115 New
WTC
202
WhitTier Trust Company
Nevada
$7.26K
RWM
203
Ruedi Wealth Management
Illinois
$5.01K +$5K +69 New
AP
204
Advisors Preferred
Maryland
$4.63K -$226K -3,127 -98%
Commonwealth Equity Services
205
Commonwealth Equity Services
Massachusetts
$4.1K -$5.02M -69,385 -55%
US Bancorp
206
US Bancorp
Minnesota
$3.92K -$71.4K -986 -95%
AIP
207
Ahrens Investment Partners
Louisiana
$3.63K +$3.62K +50 New
VWM
208
Venturi Wealth Management
Texas
$3.28K -$355K -4,902 -99%
CSWG
209
Cardinal Strategic Wealth Guidance
Kentucky
$3.12K -$1.32M -18,190 -100%
FGAM
210
Financial Gravity Asset Management
Texas
$2.77K +$1.55M +21,393 +129%
CFGS
211
Concourse Financial Group Securities
Alabama
$2.32K -$1.44M -19,949 -100%
OLVIG
212
Oliver Lagore Vanvalin Investment Group
Michigan
$2.11K -$76.7K -1,059 -97%
SIC
213
Salem Investment Counselors
North Carolina
$2.11K +$2.1K +29 New
WT
214
Washington Trust
Rhode Island
$2.03K +$2.03K +28 New
FMP
215
Financial Management Professionals
Texas
$2K
KM
216
Kalos Management
Georgia
$1.6K +$1.59K +22 New
AWM
217
Accel Wealth Management
Iowa
$1.31K
CA
218
Centerpoint Advisors
Massachusetts
$1K
RCM
219
Raleigh Capital Management
North Carolina
$962 -$59.5K -822 -98%
EWA
220
EverSource Wealth Advisors
Alabama
$944 -$41.7K -576 -98%
BHWM
221
Beaird Harris Wealth Management
Texas
$740
IGWM
222
ICA Group Wealth Management
Colorado
$436 -$32.1K -444 -99%
Fidelity Investments
223
Fidelity Investments
Massachusetts
$436 +$72 +1 +20%
RPCA
224
Running Point Capital Advisors
California
$290
PAS
225
Park Avenue Securities
New York
-$27.1M -389,958 Closed