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ACV

Virtus Diversified Income & Convertible Fund
ACV

Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
1
Wells Fargo
California
$13.1M -$118K -4,373 -0.9%
AAM
2
Advisors Asset Management
Colorado
$9.64M +$1.98M +73,538 +28%
GC
3
Guggenheim Capital
Illinois
$9.13M -$78.7K -2,929 -0.9%
Raymond James Financial
4
Raymond James Financial
Florida
$4.38M -$65.8K -2,449 -2%
LPL Financial
5
LPL Financial
California
$4.07M -$3.99M -148,484 -51%
Bank of America
6
Bank of America
North Carolina
$2.89M -$58.8K -2,187 -2%
Morgan Stanley
7
Morgan Stanley
New York
$2.59M +$206K +7,671 +9%
EWL
8
Emissary Wealth LLC
New Jersey
$2.29M +$56.9K +2,118 +3%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$2.08M -$10.4K -386 -0.5%
Osaic Holdings
10
Osaic Holdings
Arizona
$1.56M -$413K -15,360 -22%
WAM
11
Wolverine Asset Management
Illinois
$1.44M +$1.36M +50,693 New
PFO
12
PMG Family Office
Texas
$1.24M +$16.5K +614 +1%
WEG
13
World Equity Group
Illinois
$1.19M +$203K +7,558 +22%
BRWA
14
B. Riley Wealth Advisors
Florida
$706K +$1.21K +45 +0.2%
GJWM
15
Gilliland Jeter Wealth Management
Arkansas
$702K -$9.92K -369 -1%
MP
16
McDonald Partners
Ohio
$700K – – –
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$690K +$405K +15,053 +162%
Stifel Financial
18
Stifel Financial
Missouri
$630K +$20.1K +749 +3%
DC
19
Davenport & Co
Virginia
$618K -$100K -3,735 -15%
AWM
20
Apollon Wealth Management
South Carolina
$596K -$123K -4,582 -18%
Invesco
21
Invesco
Georgia
$341K -$202K -7,509 -38%
DADC
22
D.A. Davidson & Co
Montana
$303K -$94.1K -3,500 -25%
P
23
&Partners
Tennessee
$278K +$5.19K +193 +2%
IWC
24
Integrated Wealth Concepts
Massachusetts
$276K +$262K +9,752 New
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$263K -$16.3K -606 -6%
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