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iShares Convertible Bond ETF
ICVT

Name Holding Trade Value Shares
Change 		Change in
Stake
ASBI
276
American State Bank (Iowa)
Iowa
$24.1K – – –
HWMA
277
Heritage Wealth Management (Arizona)
Arizona
$17K +$3.48K +48 +25%
PFA
278
Professional Financial Advisors
Nebraska
$16K – – –
WT
279
Whittier Trust
California
$15K -$3.26K -45 -17%
BCMLT
280
Beacon Capital Management LLC (Tennessee)
Tennessee
$14K -$2.68K -37 -15%
MCC
281
Money Concepts Capital
Florida
$13K -$4.71K -65 -26%
FA
282
Fortis Advisors
Pennsylvania
$13K +$72 +1 +0.5%
WTC
283
WhitTier Trust Company
Nevada
$12K +$12.3K +170 New
CSPAM
284
Cary Street Partners Asset Management
Virginia
$12K +$12.6K +174 New
CIAS
285
Capital Investment Advisory Services
North Carolina
$11K – – –
FWA
286
FSC Wealth Advisors
New York
$9K -$4.78K -66 -33%
ACK
287
Andrew C. Karlinski
$9K +$8.98K +124 New
GI
288
Gradient Investments
Minnesota
$8K -$797 -11 -9%
AWM
289
Avior Wealth Management
Nebraska
$8K +$8.48K +117 New
NFSG
290
Newbridge Financial Services Group
Florida
$7K -$93.5K -1,290 -93%
HI
291
Hudock Inc
Pennsylvania
$6K – – –
PI
292
PFS Investments
Georgia
$4.65K +$4.89M +67,484 New
APW
293
Axim Planning & Wealth
Ohio
$2K – – –
FMP
294
Financial Management Professionals
Texas
$2K – – –
LS
295
Leelyn Smith
Illinois
$2K +$2.25K +31 New
FGAM
296
Financial Gravity Asset Management
Texas
$1.15K -$1.15M -15,876 -49%
MA
297
Montag & Associates
Georgia
$1K – – –
BHWM
298
Beaird Harris Wealth Management
Texas
$1K +$724 +10 New
MWM
299
Mascoma Wealth Management
New Hampshire
$1K +$869 +12 New
AWM
300
Accel Wealth Management
Iowa
$1K +$1.3K +18 New
10 11
12
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