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iShares Convertible Bond ETF
ICVT

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
301
Spire Wealth Management
Virginia
$38.4K +$14.1K +164 +57%
HPC
302
HM Payson & Co
Maine
$36.2K – – –
SFA
303
Semmax Financial Advisors
North Carolina
$34.8K +$14.8K +172 +78%
PA
304
PSI Advisors
Florida
$28.6K +$28.9K +336 New
LFG
305
Larson Financial Group
Missouri
$25.9K – – –
WFA
306
Wells Financial Advisors
Massachusetts
$25.9K +$26.2K +305 New
EWA
307
EverSource Wealth Advisors
Alabama
$25.3K -$12K -140 -32%
SS
308
Sunbelt Securities
Texas
$24.3K +$172 +2 +0.7%
OLVIG
309
Oliver Lagore Vanvalin Investment Group
Michigan
$22.2K +$8.87K +103 +65%
WB
310
Webster Bank
Connecticut
$20.7K +$10.3K +120 +97%
RWS
311
Retirement Wealth Solutions
Wisconsin
$20.4K +$20.7K +240 New
TAM
312
Tucker Asset Management
Colorado
$19.4K +$1.55K +18 +9%
OSAM
313
O'Shaughnessy Asset Management
Connecticut
$19K +$17.2K +200 +833%
AF
314
Advisornet Financial
Minnesota
$18.7K -$38.9K -452 -67%
BCMLT
315
Beacon Capital Management LLC (Tennessee)
Tennessee
$17.9K +$86 +1 +0.5%
PA
316
Parallel Advisors
California
$16.1K +$9.81K +114 +152%
T
317
Transce3nd
Texas
$14.3K +$14.5K +168 New
CAS
318
Coppell Advisory Solutions
Texas
$13.3K +$947 +11 +8%
CIAS
319
Capital Investment Advisory Services
North Carolina
$13.2K – – –
RCM
320
Raleigh Capital Management
North Carolina
$11.8K +$1.55K +18 +15%
WWP
321
WR Wealth Planners
Missouri
$11.5K -$6.11K -71 -34%
FWA
322
FSC Wealth Advisors
New York
$11.3K – – –
CIA
323
Cape Investment Advisory
Georgia
$11.1K +$2.41K +28 +27%
WT
324
Whittier Trust
California
$11K – – –
MCM
325
MAI Capital Management
Ohio
$10.5K +$10.6K +123 New
11 12
13
14 15