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iShares Convertible Bond ETF
ICVT

Name Holding Trade Value Shares
Change 		Change in
Stake
LFG
351
Larson Financial Group
Missouri
$10.3K – – –
SAG
352
SageView Advisory Group
California
$10.3K +$10.6K +105 New
FGA
353
Fortis Group Advisors
New Jersey
$10K – – –
PUI
354
Purpose Unlimited Inc
$9.84K +$10.1K +100 New
MCM
355
MAI Capital Management
Ohio
$9.65K – – –
KFAS
356
Keating Financial Advisory Services
Kansas
$8.77K +$8.95K +89 New
MCM
357
Manchester Capital Management
Vermont
$7.98K +$8.14K +81 New
PPC
358
Park Place Capital
Alabama
$7.68K – – –
GWM
359
Geneos Wealth Management
Colorado
$7.58K +$503 +5 +7%
LAS
360
Lloyd Advisory Services
Georgia
$6.41K +$6.53K +65 New
WT
361
Whittier Trust
California
$5.62K – – –
CA
362
Clearstead Advisors
Ohio
$5.42K +$5.53K +55 New
OP
363
ORG Partners
Indiana
$5.22K – – –
SWM
364
SHP Wealth Management
Massachusetts
$5.12K +$5.23K +52 New
Q1WB
365
Quest 10 Wealth Builders
Virginia
$4.92K – – –
SWP
366
Strategic Wealth Partners
Ohio
$4.53K -$70.8K -704 -94%
KCM
367
Key Capital Management
Tennessee
$4.53K +$4.62K +46 New
BONH
368
Bank of New Hampshire
New Hampshire
$3.25K – – –
AIM
369
Arcadia Investment Management
Michigan
$2.96K +$3.02K +30 New
NS
370
NBC Securities
Alabama
$2.76K +$704 +7 +33%
HHCP
371
Hilton Head Capital Partners
South Carolina
$2.76K +$2.81K +28 New
MCA
372
McGuire Capital Advisors
Oklahoma
$2.46K +$2.51K +25 New
SEP
373
Signature Equity Partners
Ohio
$1.98K +$2.01K +20 New
TF
374
Tompkins Financial
New York
$1.97K +$2.01K +20 New
RFP
375
Root Financial Partners
California
$1.28K – – –
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15
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