We are live on ! Find out more
ICVT icon

iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DF
426
Daviman Financial
Indiana
– -$261K -2,646 Closed
WAP
427
Wealthcare Advisory Partners
Pennsylvania
– -$259K -2,631 Closed
Baird Financial Group
428
Baird Financial Group
Wisconsin
– -$253K -2,569 Closed
CA
429
Chatterton & Associates
California
– -$251K -2,545 Closed
CWP
430
Cyndeo Wealth Partners
Florida
– -$249K -2,526 Closed
PWM
431
Parkway Wealth Management
Texas
– -$238K -2,415 Closed
TWP
432
Tyche Wealth Partners
Texas
– -$230K -2,336 Closed
CAM
433
Concorde Asset Management
Michigan
– -$217K -2,205 Closed
MWM
434
Modern Wealth Management
Kansas
– -$204K -2,069 Closed
TW
435
Towerpoint Wealth
California
– -$201K -2,044 Closed
EFG
436
Ethos Financial Group
Pennsylvania
– -$200K -2,034 Closed
PH
437
Pinnacle Holdings
Oklahoma
– -$164K -1,663 Closed
CIA
438
Cape Investment Advisory
Georgia
– -$158K -1,606 Closed
PWAM
439
Private Wealth Asset Management
Iowa
– -$52K -528 Closed
VWWMG
440
Vermillion & White Wealth Management Group
Pennsylvania
– -$49.3K -501 Closed
SA
441
Strategic Advocates
Utah
– -$36.8K -372 Closed
TAM
442
Tucker Asset Management
Colorado
– -$21.8K -221 Closed
NA
443
Networth Advisors
Pennsylvania
– -$17.7K -180 Closed
WFA
444
Wells Financial Advisors
Massachusetts
– -$17.2K -175 Closed
SAG
445
SageView Advisory Group
California
– -$10.3K -105 Closed
SWM
446
SHP Wealth Management
Massachusetts
– -$5.12K -52 Closed
TF
447
Tompkins Financial
New York
– -$1.97K -20 Closed
PNC Financial Services Group
448
PNC Financial Services Group
Pennsylvania
– -$1.18K -12 Closed
MWA
449
Medallion Wealth Advisors
Connecticut
– -$887 -9 Closed
HIC
450
Hamrick Investment Counsel
Washington
– -$690 -7 Closed