We are live on ! Find out more
ICVT icon

iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FGA
351
Fortis Group Advisors
New Jersey
$10K
PUI
352
Purpose Unlimited Inc
$9.84K +$10.1K +100 New
MCM
353
MAI Capital Management
Ohio
$9.65K
KFAS
354
Keating Financial Advisory Services
Kansas
$8.77K +$8.95K +89 New
MCM
355
Manchester Capital Management
Vermont
$7.98K +$8.14K +81 New
PPC
356
Park Place Capital
Alabama
$7.68K
GWM
357
Geneos Wealth Management
Colorado
$7.58K +$503 +5 +7%
LAS
358
Lloyd Advisory Services
Georgia
$6.41K +$6.53K +65 New
WT
359
Whittier Trust
California
$5.62K
CA
360
Clearstead Advisors
Ohio
$5.42K +$5.53K +55 New
OP
361
ORG Partners
Indiana
$5.22K
SWM
362
SHP Wealth Management
Massachusetts
$5.12K +$5.23K +52 New
Q1WB
363
Quest 10 Wealth Builders
Virginia
$4.92K
SWP
364
Strategic Wealth Partners
Ohio
$4.53K -$70.8K -704 -94%
KCM
365
Key Capital Management
Tennessee
$4.53K +$4.62K +46 New
BONH
366
Bank of New Hampshire
New Hampshire
$3.25K
AIM
367
Arcadia Investment Management
Michigan
$2.96K +$3.02K +30 New
NS
368
NBC Securities
Alabama
$2.76K +$704 +7 +33%
HHCP
369
Hilton Head Capital Partners
South Carolina
$2.76K +$2.81K +28 New
MCA
370
McGuire Capital Advisors
Oklahoma
$2.46K +$2.51K +25 New
SEP
371
Signature Equity Partners
Ohio
$1.98K +$2.01K +20 New
TF
372
Tompkins Financial
New York
$1.97K +$2.01K +20 New
RFP
373
Root Financial Partners
California
$1.28K
PNC Financial Services Group
374
PNC Financial Services Group
Pennsylvania
$1.18K +$1.21K +12 New
RCM
375
Raleigh Capital Management
North Carolina
$923