We are live on ! Find out more
ICVT icon

iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KFSC
326
Keystone Financial Services (Colorado)
Colorado
– -$1.18M -16,822 Closed
FA
327
FDx Advisors
Illinois
– -$1.15M -16,719 Closed
I
328
INVST
Indiana
– -$972K -13,889 Closed
SW
329
Simplicity Wealth
New Jersey
– -$836K -12,135 Closed
DE
330
Day & Ennis
Georgia
– -$767K -11,139 Closed
TW
331
Towerpoint Wealth
California
– -$725K -10,525 Closed
BFA
332
BMS Financial Advisors
South Dakota
– -$560K -8,122 Closed
BWA
333
Beam Wealth Advisors
Louisiana
– -$401K -5,815 Closed
SAS
334
Sage Advisory Services
Texas
– -$319K -4,626 Closed
MWM
335
Maripau Wealth Management
Indiana
– -$301K -4,268 Closed
FCA
336
FLC Capital Advisors
California
– -$294K -4,260 Closed
MLA
337
My Legacy Advisors
Oregon
– -$256K -3,737 Closed
WWM
338
Western Wealth Management
Colorado
– -$225K -3,252 Closed
Creative Planning
339
Creative Planning
Kansas
– -$223K -3,242 Closed
PFGIA
340
Patriot Financial Group Insurance Agency
Massachusetts
– -$207K -3,007 Closed
ACM
341
Absolute Capital Management
Pennsylvania
– -$66.9K -969 Closed
WAM
342
Worth Asset Management
Texas
– -$34K -493 Closed
MHR
343
Matthew Hamilton Rosenberg
– -$33K -477 Closed
PFA
344
Professional Financial Advisors
Nebraska
– -$16K -237 Closed
ACK
345
Andrew C. Karlinski
– -$9K -124 Closed
AWM
346
Avior Wealth Management
Nebraska
– -$8K -117 Closed
NFSG
347
Newbridge Financial Services Group
Florida
– -$7K -100 Closed
HI
348
Hudock Inc
Pennsylvania
– -$6K -92 Closed
APW
349
Axim Planning & Wealth
Ohio
– -$2K -23 Closed
MA
350
Montag & Associates
Georgia
– -$1K -10 Closed