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iShares Convertible Bond ETF
ICVT

Name Holding Trade Value Shares
Change 		Change in
Stake
KPWS
226
Kestra Private Wealth Services
Texas
– -$327K -4,497 Closed
SPC
227
Sigma Planning Corp
Michigan
– -$300K -4,135 Closed
BPA
228
Beacon Pointe Advisors
California
– -$280K -3,862 Closed
BWP
229
Balboa Wealth Partners
Arizona
– -$254K -3,499 Closed
NL
230
NWAM LLC
Washington
– -$239K -3,296 Closed
AG
231
Ascent Group
Virginia
– -$231K -3,175 Closed
CAG
232
Csenge Advisory Group
Florida
– -$229K -3,155 Closed
APW
233
Aurora Private Wealth
New Jersey
– -$216K -2,976 Closed
SL
234
SWMG LLC
Texas
– -$208K -2,868 Closed
AWM
235
Apollon Wealth Management
South Carolina
– -$207K -2,846 Closed
CCA
236
Conservest Capital Advisors
Pennsylvania
– -$203K -2,789 Closed
BAM
237
Belpointe Asset Management
Nevada
– -$150K -2,064 Closed
JIR
238
James Investment Research
Ohio
– -$116K -1,600 Closed
AAS
239
Ameritas Advisory Services
Nebraska
– -$39.5K -547 Closed
Barclays
240
Barclays
United Kingdom
– -$32.7K -450 Closed
CSPAM
241
Cary Street Partners Asset Management
Virginia
– -$12.6K -174 Closed
FCA
242
Fortis Capital Advisors
Kansas
– -$12.6K -174 Closed
HT
243
Headlands Technologies
Illinois
– -$9.8K -135 Closed
VFA
244
Values First Advisors
Tennessee
– -$8.35K -115 Closed
RWM
245
Ruedi Wealth Management
Illinois
– -$5.01K -69 Closed
CSWG
246
Cardinal Strategic Wealth Guidance
Kentucky
– -$3.12K -43 Closed
CFGS
247
Concourse Financial Group Securities
Alabama
– -$2.33K -32 Closed
OLVIG
248
Oliver Lagore Vanvalin Investment Group
Michigan
– -$2.11K -29 Closed
WT
249
Washington Trust
Rhode Island
– -$2.03K -28 Closed
FMP
250
Financial Management Professionals
Texas
– -$2K -25 Closed
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