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iShares Convertible Bond ETF
ICVT

Name Holding Trade Value Shares
Change 		Change in
Stake
GSEP
426
Golden State Equity Partners
California
– -$369K -3,624 Closed
PGFG
427
Pine Grove Financial Group
Minnesota
– -$352K -3,462 Closed
WA
428
Wealth Alliance
New York
– -$351K -3,448 Closed
SFC
429
Strategic Financial Concepts
Texas
– -$343K -3,370 Closed
SWM
430
SigFig Wealth Management
California
– -$339K -3,332 Closed
HF
431
HRT Financial
New York
– -$311K -3,060 Closed
BCI
432
Brinker Capital Investments
Pennsylvania
– -$308K -3,029 Closed
LWA
433
Lifelong Wealth Advisors
Minnesota
– -$274K -2,692 Closed
WIA
434
World Investment Advisors
California
– -$267K -2,619 Closed
BWMG
435
Barnes Wealth Management Group
California
– -$261K -2,568 Closed
OWA
436
One Wealth Advisors
California
– -$260K -2,551 Closed
RIA
437
Regal Investment Advisors
Michigan
– -$257K -2,523 Closed
CWS
438
Cypress Wealth Services
California
– -$255K -2,502 Closed
IEFM
439
IQ EQ Fund Management
Ireland
– -$252K -2,472 Closed
KFSC
440
Keystone Financial Services (Colorado)
Colorado
– -$243K -2,383 Closed
GA
441
Goldstein Advisors
Wisconsin
– -$240K -2,360 Closed
IAS
442
Integrity Advisory Solutions
Texas
– -$226K -2,225 Closed
GWP
443
Gateway Wealth Partners
Wisconsin
– -$225K -2,212 Closed
XT
444
XTX Topco
Cayman Islands
– -$224K -2,204 Closed
I
445
INVST
Indiana
– -$223K -2,188 Closed
MYIA
446
Mount Yale Investment Advisors
Colorado
– -$211K -2,071 Closed
CF
447
Centaurus Financial
California
– -$153K -1,503 Closed
HAS
448
HBW Advisory Services
California
– -$122K -1,200 Closed
RFP
449
Root Financial Partners
California
– -$111K -1,093 Closed
JWA
450
JFS Wealth Advisors
Pennsylvania
– -$62K -609 Closed
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18
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