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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
$11.6M -$1.05M -45,626 -9%
GC
2
Guggenheim Capital
Illinois
$7.27M +$282K +12,234 +4%
LPL Financial
3
LPL Financial
California
$7.1M +$11.4K +496 +0.2%
AAM
4
Advisors Asset Management
Colorado
$4.74M -$817K -35,406 -15%
Raymond James Financial
5
Raymond James Financial
Florida
$3.42M +$301K +13,064 +10%
Bank of America
6
Bank of America
North Carolina
$2.33M +$43.6K +1,888 +2%
Morgan Stanley
7
Morgan Stanley
New York
$1.73M -$31.4K -1,360 -2%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$1.6M +$34.6K +1,500 +2%
Osaic Holdings
9
Osaic Holdings
Arizona
$1.44M -$117K -5,072 -8%
PFO
10
PMG Family Office
Texas
$1.06M +$1.01M +43,917 New
WEG
11
World Equity Group
Illinois
$644K +$17.3K +750 +3%
LCM
12
Landscape Capital Management
New Jersey
$625K -$180K -7,791 -23%
DC
13
Davenport & Co
Virginia
$615K – – –
MP
14
McDonald Partners
Ohio
$595K – – –
BRWA
15
B. Riley Wealth Advisors
Florida
$591K +$1.22K +53 +0.2%
GJWM
16
Gilliland Jeter Wealth Management
Arkansas
$588K -$4.8K -208 -0.8%
Stifel Financial
17
Stifel Financial
Missouri
$532K +$33.9K +1,470 +7%
WAM
18
Wolverine Asset Management
Illinois
$468K +$448K +19,438 New
USCWA
19
U.S. Capital Wealth Advisors
Texas
$405K +$388K +16,825 New
AWM
20
Apollon Wealth Management
South Carolina
$316K +$71.6K +3,105 +31%
RZH
21
Relyea Zuckerberg Hanson
Connecticut
$290K +$278K +12,051 New
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$286K -$74.3K -3,221 -21%
UBS Group
23
UBS Group
Switzerland
$285K -$128K -5,561 -32%
OC
24
Oppenheimer & Co
New York
$281K +$269K +11,667 New
DADC
25
D.A. Davidson & Co
Montana
$256K +$245K +10,614 New
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