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iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GEA
201
Glen Eagle Advisors
New Jersey
$1.19K -$76 -1 -6%
HNB
202
Huntington National Bank
Ohio
$1.19K – – –
SIC
203
Salem Investment Counselors
North Carolina
$1.04K -$1.75K -23 -62%
CA
204
Centerpoint Advisors
Massachusetts
$1K – – –
EWA
205
EverSource Wealth Advisors
Alabama
$965 – – –
OP
206
ORG Partners
Indiana
$827 -$25.4K -334 -97%
BHWM
207
Bay Harbor Wealth Management
Maryland
$816 +$836 +11 New
RPCA
208
Running Point Capital Advisors
California
$297 – – –
Fidelity Investments
209
Fidelity Investments
Massachusetts
$222 – – –
LFA
210
LGT Financial Advisors
Texas
$152 – – –
DFA
211
DHJJ Financial Advisors
Illinois
$75 +$76 +1 New
1832 Asset Management
212
1832 Asset Management
Ontario, Canada
– -$69.3M -907,119 Closed
SAM
213
Synergy Asset Management
Washington
– -$8.79M -115,101 Closed
FF
214
Friedenthal Financial
New Jersey
– -$3.95M -51,705 Closed
QAM
215
Q3 Asset Management
Michigan
– -$3.59M -47,043 Closed
B
216
Barings
North Carolina
– -$2.58M -33,764 Closed
Renaissance Technologies
217
Renaissance Technologies
New York
– -$1.29M -16,900 Closed
ACM
218
AlphaStar Capital Management
North Carolina
– -$924K -12,098 Closed
SFS
219
Sowell Financial Services
Arkansas
– -$812K -10,634 Closed
WP
220
WealthSource Partners
California
– -$486K -6,368 Closed
CA
221
Calton & Associates
Florida
– -$409K -5,353 Closed
LSA
222
Lion Street Advisors
Texas
– -$367K -3,587 Closed
OWA
223
One Wealth Advisors
California
– -$254K -3,332 Closed
Creative Planning
224
Creative Planning
Kansas
– -$231K -3,031 Closed
T
225
TNF
Montana
– -$220K -2,886 Closed