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iShares Convertible Bond ETF
ICVT

Name Holding Trade Value Shares
Change 		Change in
Stake
BMCM
251
Burns Matteson Capital Management
New York
– -$1.46M -20,982 Closed
FLA
252
Financial Life Advisors
Texas
– -$1.36M -19,549 Closed
BFG
253
Buttonwood Financial Group
Missouri
– -$1.36M -19,543 Closed
FFWM
254
Future Financial Wealth Management
Ohio
– -$1.35M -19,498 Closed
BHWM
255
Bay Harbor Wealth Management
Maryland
– -$1.19M -17,177 Closed
OPS
256
Orion Portfolio Solutions
Nebraska
– -$1.16M -16,731 Closed
PFA
257
Pettinga Financial Advisors
Indiana
– -$1.13M -16,260 Closed
MFG
258
Merit Financial Group
Georgia
– -$1.1M -15,774 Closed
BCM
259
Brookstone Capital Management
Illinois
– -$1.1M -15,678 Closed
TF
260
Trek Financial
Arizona
– -$996K -14,334 Closed
MWM
261
Merriman Wealth Management
Washington
– -$982K -14,142 Closed
LA
262
LVW Advisors
New York
– -$969K -13,949 Closed
WWG
263
West Wealth Group
California
– -$945K -13,599 Closed
PWM
264
Perigon Wealth Management
California
– -$863K -12,425 Closed
WA
265
Wealth Alliance
New York
– -$801K -11,524 Closed
FFN
266
Focus Financial Network
Minnesota
– -$780K -11,228 Closed
SWM
267
SigFig Wealth Management
California
– -$1.17M -10,838 Closed
HPC
268
Hobart Private Capital
North Carolina
– -$713K -10,265 Closed
EL
269
EQ LLC
Washington
– -$701K -10,091 Closed
SL
270
Sentinus LLC
Illinois
– -$631K -10,003 Closed
CWS
271
Cypress Wealth Services
California
– -$651K -9,367 Closed
AR
272
Apeiron RIA
Texas
– -$649K -9,339 Closed
USCWA
273
U.S. Capital Wealth Advisors
Texas
– -$632K -9,097 Closed
SXL
274
Summit X LLC
Missouri
– -$621K -8,949 Closed
HPM
275
Hoxton Planning & Management
West Virginia
– -$605K -8,711 Closed
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11
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