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iShares Convertible Bond ETF
ICVT

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
301
Liberty Wealth Management
California
$243K -$240K -2,320 -49%
KFSC
302
Keystone Financial Services (Colorado)
Colorado
$243K -$185K -1,791 -43%
GA
303
Goldstein Advisors
Wisconsin
$240K +$12.4K +120 +5%
DWAM
304
Duncan Williams Asset Management
Tennessee
$239K -$171K -1,648 -41%
HI
305
Harbour Investments
Wisconsin
$239K +$8.8K +85 +4%
SG
306
StoneX Group
New York
$238K +$242K +2,343 New
FPAS
307
Focus Partners Advisor Solutions
Missouri
$238K +$242K +2,341 New
PA
308
Parallel Advisors
California
$235K +$53.3K +515 +29%
RA
309
RFG Advisory
Alabama
$234K -$7.45K -72 -3%
IAS
310
Integrity Advisory Solutions
Texas
$226K +$19K +184 +9%
GWP
311
Gateway Wealth Partners
Wisconsin
$225K +$229K +2,212 New
XT
312
XTX Topco
Cayman Islands
$224K +$228K +2,204 New
I
313
INVST
Indiana
$223K -$321K -3,102 -59%
TCM
314
Traub Capital Management
Massachusetts
$222K – – –
MC
315
Moors & Cabot
Massachusetts
$220K +$223K +2,158 New
MYIA
316
Mount Yale Investment Advisors
Colorado
$211K +$214K +2,071 New
LA
317
Latitude Advisors
Florida
$210K -$15.7K -152 -7%
TVM
318
True Vision MN
Minnesota
$210K -$218K -2,106 -51%
GS
319
GWN Securities
Florida
$209K +$213K +2,057 New
LAA
320
Liberty Atlantic Advisors
Texas
$208K -$1.34K -13 -0.6%
BTI
321
Blue Trust Inc
Georgia
$192K -$346K -3,341 -64%
GSWM
322
Golden State Wealth Management
California
$188K +$48.2K +466 +34%
HIA
323
Harbor Investment Advisory
Maryland
$183K – – –
DCM
324
Dorato Capital Management
Colorado
$176K -$22.4K -216 -12%
CF
325
Centaurus Financial
California
$153K -$39.3K -380 -20%
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