We are live on ! Find out more
ICVT icon

iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MLA
226
My Legacy Advisors
Oregon
$256K +$271K +3,737 New
AG
227
Ascent Group
Virginia
$243K +$249K +3,443 New
MYIA
228
Mount Yale Investment Advisors
Colorado
$242K -$89.8K -1,240 -26%
CFG
229
Cooper Financial Group
California
$238K -$94.4K -1,303 -27%
GRP
230
Global Retirement Partners
California
$236K -$84.4K -1,165 -26%
WWM
231
Western Wealth Management
Colorado
$225K -$18.5K -256 -7%
CCA
232
Catalyst Capital Advisors
New York
$224K +$17.4K +240 +8%
Creative Planning
233
Creative Planning
Kansas
$223K -$5.72K -79 -2%
EFS
234
Econ Financial Services
Pennsylvania
$222K +$233K +3,215 New
DI
235
Disciplined Investments
Oklahoma
$220K -$14.2K -196 -6%
BCI
236
Brinker Capital Investments
Pennsylvania
$220K +$231K +3,187 New
AWA
237
Acorn Wealth Advisors
Michigan
$219K -$41.5K -573 -15%
FRA
238
Front Row Advisors
California
$215K
KWM
239
Keebeck Wealth Management
Illinois
$215K +$226K +3,121 New
PFGIA
240
Patriot Financial Group Insurance Agency
Massachusetts
$207K +$41K +566 +23%
APW
241
Aurora Private Wealth
New Jersey
$204K -$2.54K -35 -1%
Rockefeller Capital Management
242
Rockefeller Capital Management
New York
$204K +$107K +1,472 +98%
WHCI
243
W.H. Cornerstone Investments
Massachusetts
$201K +$210K +2,894 New
SC
244
Sierra Capital
Florida
$187K +$1.01K +14 +0.5%
WB
245
Webster Bank
Connecticut
$181K
SBL
246
Sargent Bickham Lagudis
Colorado
$173K
GFPC
247
Global Financial Private Client
Florida
$158K +$81.7K +1,128 +100%
HIA
248
Harbor Investment Advisory
Maryland
$155K -$580 -8 -0.4%
AA
249
Ancora Advisors
Ohio
$148K -$10.2K -141 -6%
CAL
250
Capital Analysts LLC
Pennsylvania
$133K -$2.32K -32 -2%