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iShares Convertible Bond ETF
ICVT

Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
301
Founders Financial Alliance
North Carolina
$43.1K +$344 +4 +0.8%
SWM
302
Spire Wealth Management
Virginia
$38.4K +$14.1K +164 +57%
HPC
303
HM Payson & Co
Maine
$36.2K – – –
SFA
304
Semmax Financial Advisors
North Carolina
$34.8K +$14.8K +172 +78%
PA
305
PSI Advisors
Florida
$28.6K +$28.9K +336 New
LFG
306
Larson Financial Group
Missouri
$25.9K – – –
WFA
307
Wells Financial Advisors
Massachusetts
$25.9K +$26.2K +305 New
EWA
308
EverSource Wealth Advisors
Alabama
$25.3K -$12K -140 -32%
SS
309
Sunbelt Securities
Texas
$24.3K +$172 +2 +0.7%
OLVIG
310
Oliver Lagore Vanvalin Investment Group
Michigan
$22.2K +$8.87K +103 +65%
WB
311
Webster Bank
Connecticut
$20.7K +$10.3K +120 +97%
RWS
312
Retirement Wealth Solutions
Wisconsin
$20.4K +$20.7K +240 New
TAM
313
Tucker Asset Management
Colorado
$19.4K +$1.55K +18 +9%
OSAM
314
O'Shaughnessy Asset Management
Connecticut
$19K +$17.2K +200 +833%
AF
315
Advisornet Financial
Minnesota
$18.7K -$38.9K -452 -67%
BCMLT
316
Beacon Capital Management LLC (Tennessee)
Tennessee
$17.9K +$86 +1 +0.5%
PA
317
Parallel Advisors
California
$16.1K +$9.81K +114 +152%
T
318
Transce3nd
Texas
$14.3K +$14.5K +168 New
CAS
319
Coppell Advisory Solutions
Texas
$13.3K +$947 +11 +8%
CIAS
320
Capital Investment Advisory Services
North Carolina
$13.2K – – –
RCM
321
Raleigh Capital Management
North Carolina
$11.8K +$1.55K +18 +15%
WWP
322
WR Wealth Planners
Missouri
$11.5K -$6.11K -71 -34%
FWA
323
FSC Wealth Advisors
New York
$11.3K – – –
CIA
324
Cape Investment Advisory
Georgia
$11.1K +$2.41K +28 +27%
WT
325
Whittier Trust
California
$11K – – –
11 12
13
14 15