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iShares Convertible Bond ETF
ICVT

Name Holding Trade Value Shares
Change 		Change in
Stake
NB
251
NBT Bank
New York
$58.9K -$4.77K -61 -8%
WFA
252
Wells Financial Advisors
Massachusetts
$58.2K +$57.9K +740 New
VF
253
VitalStone Financial
Texas
$57.6K -$704 -9 -1%
EWP
254
Elevation Wealth Partners
California
$49.2K +$235 +3 +0.5%
FFA
255
Founders Financial Alliance
North Carolina
$41.4K +$156 +2 +0.4%
ATS
256
Ashton Thomas Securities
New York
$39.5K +$39.2K +501 New
PPC
257
Park Place Capital
Alabama
$38.8K -$79.9K -1,022 -67%
CA
258
Continuum Advisory
Idaho
$36.8K +$547 +7 +2%
HPC
259
HM Payson & Co
Maine
$33.5K – – –
IAIM
260
International Assets Investment Management
Florida
$32.6K +$32.4K +415 New
LI
261
LRI Investments
Florida
$29.5K – – –
LFA
262
LGT Financial Advisors
Texas
$28.5K +$21.8K +279 +336%
EWA
263
EverSource Wealth Advisors
Alabama
$25.9K +$17.1K +219 +211%
LFG
264
Larson Financial Group
Missouri
$24K +$23.8K +305 New
SWM
265
Spire Wealth Management
Virginia
$23.6K -$778K -9,956 -97%
TWP
266
Triad Wealth Partners
Kansas
$23.3K +$23.1K +296 New
SS
267
Sunbelt Securities
Texas
$22.1K +$22K +281 New
APC
268
Aspire Private Capital
North Carolina
$18.3K +$2.89K +37 +19%
SFA
269
Semmax Financial Advisors
North Carolina
$16.5K +$3.44K +44 +27%
TAM
270
Tucker Asset Management
Colorado
$16.5K -$860 -11 -5%
BCMLT
271
Beacon Capital Management LLC (Tennessee)
Tennessee
$16.5K – – –
OP
272
ORG Partners
Indiana
$14.9K +$14.7K +188 New
GJWM
273
Gilliland Jeter Wealth Management
Arkansas
$14.9K – – –
OLVIG
274
Oliver Lagore Vanvalin Investment Group
Michigan
$12.6K +$469 +6 +4%
CIAS
275
Capital Investment Advisory Services
North Carolina
$12.2K – – –
9 10
11
12 13