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iShares Convertible Bond ETF
ICVT

Name Holding Trade Value Shares
Change 		Change in
Stake
HF
426
HRT Financial
New York
– -$311K -3,060 Closed
BCI
427
Brinker Capital Investments
Pennsylvania
– -$308K -3,029 Closed
LWA
428
Lifelong Wealth Advisors
Minnesota
– -$274K -2,692 Closed
WIA
429
World Investment Advisors
California
– -$267K -2,619 Closed
BWMG
430
Barnes Wealth Management Group
California
– -$261K -2,568 Closed
OWA
431
One Wealth Advisors
California
– -$260K -2,551 Closed
RIA
432
Regal Investment Advisors
Michigan
– -$257K -2,523 Closed
CWS
433
Cypress Wealth Services
California
– -$255K -2,502 Closed
IEFM
434
IQ EQ Fund Management
Ireland
– -$252K -2,472 Closed
KFSC
435
Keystone Financial Services (Colorado)
Colorado
– -$243K -2,383 Closed
GA
436
Goldstein Advisors
Wisconsin
– -$240K -2,360 Closed
IAS
437
Integrity Advisory Solutions
Texas
– -$226K -2,225 Closed
GWP
438
Gateway Wealth Partners
Wisconsin
– -$225K -2,212 Closed
XT
439
XTX Topco
Cayman Islands
– -$224K -2,204 Closed
I
440
INVST
Indiana
– -$223K -2,188 Closed
MYIA
441
Mount Yale Investment Advisors
Colorado
– -$211K -2,071 Closed
CF
442
Centaurus Financial
California
– -$153K -1,503 Closed
HAS
443
HBW Advisory Services
California
– -$122K -1,200 Closed
RFP
444
Root Financial Partners
California
– -$111K -1,093 Closed
JWA
445
JFS Wealth Advisors
Pennsylvania
– -$62K -609 Closed
TPWA
446
Twin Peaks Wealth Advisors
California
– -$61.8K -607 Closed
ATS
447
Ashton Thomas Securities
New York
– -$57.9K -569 Closed
DWP
448
Destiny Wealth Partners
Florida
– -$42.3K -416 Closed
SIS
449
Sound Income Strategies
Florida
– -$38.6K -375 Closed
OWA
450
Opal Wealth Advisors
New York
– -$28.1K -276 Closed
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