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iShares Convertible Bond ETF
ICVT

Name Holding Trade Value Shares
Change 		Change in
Stake
GWP
276
Gen-Wealth Partners
Michigan
$228K +$18.5K +197 +9%
MOS
277
MGO One Seven
Ohio
$225K +$212K +2,250 New
FFG
278
Frisch Financial Group
New York
$218K +$205K +2,176 New
KWM
279
Keebeck Wealth Management
Illinois
$211K +$199K +2,113 New
SWA
280
Sax Wealth Advisors
New Jersey
$211K -$36.5K -388 -16%
RA
281
RFG Advisory
Alabama
$210K +$197K +2,097 New
BIG
282
Brookwood Investment Group
Arizona
$210K +$197K +2,097 New
IAS
283
Integrity Advisory Solutions
Texas
$207K +$195K +2,069 New
M1FG
284
Mach-1 Financial Group
Arkansas
$207K +$195K +2,069 New
GA
285
Goldstein Advisors
Wisconsin
$202K +$190K +2,021 New
AWM
286
Apollon Wealth Management
South Carolina
$202K +$190K +2,021 New
TCM
287
Tradewinds Capital Management
Washington
$198K -$11M -116,575 -98%
IWA
288
Icon Wealth Advisors
Texas
$195K -$155K -1,654 -46%
HIA
289
Harbor Investment Advisory
Maryland
$180K – – –
HI
290
Harbour Investments
Wisconsin
$159K +$28.8K +306 +24%
CLOS
291
Compagnie Lombard Odier SCmA
Switzerland
$156K – – –
GSWM
292
Golden State Wealth Management
California
$138K +$376 +4 +0.3%
PFM
293
Phillips Financial Management
Indiana
$135K -$1.97K -21 -2%
NCM
294
Northwest Capital Management
Oregon
$131K -$123K -1,308 -50%
ACA
295
Aptus Capital Advisors
Alabama
$111K +$188 +2 +0.2%
DF
296
Dunhill Financial
United Kingdom
$111K -$104K -1,106 Closed
HFS
297
Hantz Financial Services
Michigan
$93K +$282 +3 +0.3%
EWP
298
Elevation Wealth Partners
California
$90.6K +$188 +2 +0.2%
OSAM
299
O'Shaughnessy Asset Management
Connecticut
$75.6K +$28.2K +300 +66%
AA
300
Ancora Advisors
Ohio
$75.4K -$376 -4 -0.5%
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