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iShares Convertible Bond ETF
ICVT

Name Holding Trade Value Shares
Change 		Change in
Stake
PWAM
326
Private Wealth Asset Management
Iowa
$52K – – –
FFA
327
Founders Financial Alliance
North Carolina
$50.7K +$201 +2 +0.4%
VWWMG
328
Vermillion & White Wealth Management Group
Pennsylvania
$49.3K +$2.01K +20 +4%
BCM
329
Boreal Capital Management
Florida
$49.3K – – –
HPC
330
HM Payson & Co
Maine
$42K – – –
WB
331
Webster Bank
Connecticut
$41.9K +$8.74K +87 +26%
SIS
332
Sound Income Strategies
Florida
$38.8K +$9.45K +94 +33%
SS
333
Sunbelt Securities
Texas
$37.7K -$704 -7 -2%
SA
334
Strategic Advocates
Utah
$36.8K +$18.2K +181 +95%
AF
335
Advisornet Financial
Minnesota
$33.6K -$101 -1 -0.3%
EWA
336
EverSource Wealth Advisors
Alabama
$31.8K +$402 +4 +1%
SWM
337
Spire Wealth Management
Virginia
$30.5K +$1.61K +16 +5%
NCM
338
Northwest Capital Management
Oregon
$28.9K -$102K -1,018 -78%
SGK
339
Steigerwald Gordon & Koch
Virginia
$25.1K – – –
TAM
340
Tucker Asset Management
Colorado
$21.8K +$22.2K +221 New
RWS
341
Retirement Wealth Solutions
Wisconsin
$21.7K +$4.72K +47 +27%
CT
342
Clearstead Trust
Maine
$18.2K – – –
NA
343
Networth Advisors
Pennsylvania
$17.7K +$18.1K +180 New
WFA
344
Wells Financial Advisors
Massachusetts
$17.2K – – –
CIAS
345
Capital Investment Advisory Services
North Carolina
$15.3K – – –
IW
346
Imprint Wealth
South Carolina
$12.6K +$9.65K +96 +300%
PWPS
347
Pinnacle Wealth Planning Services
Ohio
$12.3K +$12.6K +125 New
LWMI
348
Legacy Wealth Management (Idaho)
Idaho
$10.4K – – –
LFG
349
Larson Financial Group
Missouri
$10.3K – – –
SAG
350
SageView Advisory Group
California
$10.3K +$10.6K +105 New
12 13
14
15 16