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iShares Convertible Bond ETF
ICVT

Name Holding Trade Value Shares
Change 		Change in
Stake
BAS
276
Brueske Advisory Services
Washington
$228K -$1.97K -21 -0.9%
GWP
277
Gen-Wealth Partners
Michigan
$228K +$18.5K +197 +9%
MOS
278
MGO One Seven
Ohio
$225K +$212K +2,250 New
FFG
279
Frisch Financial Group
New York
$218K +$205K +2,176 New
KWM
280
Keebeck Wealth Management
Illinois
$211K +$199K +2,113 New
SWA
281
Sax Wealth Advisors
New Jersey
$211K -$36.5K -388 -16%
RA
282
RFG Advisory
Alabama
$210K +$197K +2,097 New
BIG
283
Brookwood Investment Group
Arizona
$210K +$197K +2,097 New
IAS
284
Integrity Advisory Solutions
Texas
$207K +$195K +2,069 New
M1FG
285
Mach-1 Financial Group
Arkansas
$207K +$195K +2,069 New
GA
286
Goldstein Advisors
Wisconsin
$202K +$190K +2,021 New
AWM
287
Apollon Wealth Management
South Carolina
$202K +$190K +2,021 New
TCM
288
Tradewinds Capital Management
Washington
$198K -$11M -116,575 -98%
IWA
289
Icon Wealth Advisors
Texas
$195K -$155K -1,654 -46%
HIA
290
Harbor Investment Advisory
Maryland
$180K – – –
HI
291
Harbour Investments
Wisconsin
$159K +$28.8K +306 +24%
CLOS
292
Compagnie Lombard Odier SCmA
Switzerland
$156K – – –
GSWM
293
Golden State Wealth Management
California
$138K +$376 +4 +0.3%
PFM
294
Phillips Financial Management
Indiana
$135K -$1.97K -21 -2%
NCM
295
Northwest Capital Management
Oregon
$131K -$123K -1,308 -50%
ACA
296
Aptus Capital Advisors
Alabama
$111K +$188 +2 +0.2%
DF
297
Dunhill Financial
United Kingdom
$111K -$104K -1,106 Closed
HFS
298
Hantz Financial Services
Michigan
$93K +$282 +3 +0.3%
EWP
299
Elevation Wealth Partners
California
$90.6K +$188 +2 +0.2%
OSAM
300
O'Shaughnessy Asset Management
Connecticut
$75.6K +$28.2K +300 +66%
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