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iShares Convertible Bond ETF
ICVT

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
276
Prentice Wealth Management
New York
$211K +$201K +2,340 New
BAS
277
Brueske Advisory Services
Washington
$207K +$197K +2,298 New
AIA
278
Acute Investment Advisory
Arizona
$207K -$120K -1,396 -38%
WIM
279
WealthPlan Investment Management
Nebraska
$206K +$196K +2,290 New
FWM
280
FLP Wealth Management
Arkansas
$203K +$193K +2,254 New
FHC
281
First Heartland Consultants
Missouri
$201K -$37.5K -437 -16%
GWP
282
Gen-Wealth Partners
Michigan
$187K -$118K -1,382 -40%
HIA
283
Harbor Investment Advisory
Maryland
$162K – – –
CF
284
Centaurus Financial
California
$150K -$21.5K -251 -13%
FHA
285
First Horizon Advisors
Tennessee
$143K -$75.3K -878 -36%
CLOS
286
Compagnie Lombard Odier SCmA
Switzerland
$141K -$42.9K -500 -24%
GSWM
287
Golden State Wealth Management
California
$124K +$514 +6 +0.4%
PFM
288
Phillips Financial Management
Indiana
$124K +$118K +1,371 New
HI
289
Harbour Investments
Wisconsin
$116K -$65.8K -768 -37%
PWA
290
Provenance Wealth Advisors
Florida
$101K -$132K -1,545 -58%
ACA
291
Aptus Capital Advisors
Alabama
$100K -$772 -9 -0.8%
DF
292
Dunhill Financial
United Kingdom
$99.7K – – –
HFS
293
Hantz Financial Services
Michigan
$84K +$79.7K +930 New
EWP
294
Elevation Wealth Partners
California
$81.3K +$343 +4 +0.4%
AA
295
Ancora Advisors
Ohio
$68.3K -$514 -6 -0.8%
NB
296
NBT Bank
New York
$60.1K -$600 -7 -1%
EWA
297
EverSource Wealth Advisors
Alabama
$54.3K -$22.8K -266 -31%
VWWMG
298
Vermillion & White Wealth Management Group
Pennsylvania
$51.2K -$15.3K -178 -24%
PWAM
299
Private Wealth Asset Management
Iowa
$47.6K +$45.3K +528 New
LFA
300
LGT Financial Advisors
Texas
$46.3K -$29.7K -346 -40%
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12
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