We are live on ! Find out more
ICVT icon

iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FIA
51
Foundations Investment Advisors
Arizona
$3.5M +$2.5M +33,329 +200%
IWP
52
Icon Wealth Partners
Texas
$3.33M +$2.45M +32,692 +214%
SHJ
53
Sharkey, Howes & Javer
Colorado
$3.14M +$3.39M +45,263 New
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$3.11M -$6.08M -81,142 -64%
SW
55
SteelPeak Wealth
California
$3.02M +$2.4M +32,015 +279%
AWM
56
Aspire Wealth Management
Massachusetts
$2.97M +$9.29K +124 +0.3%
BRWA
57
B. Riley Wealth Advisors
Florida
$2.91M -$1.48M -19,702 -32%
LL
58
LPWM LLC
Minnesota
$2.86M +$272K +3,638 +10%
IWC
59
Integrated Wealth Concepts
Massachusetts
$2.79M +$1.87M +24,922 +162%
MSWMA
60
Market Street Wealth Management Advisors
Indiana
$2.77M +$1.72M +22,923 +135%
Prudential Financial
61
Prudential Financial
New Jersey
$2.64M +$2.11M +28,195 +297%
KFS
62
Kelly Financial Services
Massachusetts
$2.61M +$2.02M +26,981 +253%
SA
63
Scarborough Advisors
Maryland
$2.6M +$2.81M +37,547 New
BFG
64
Buttonwood Financial Group
Missouri
$2.51M +$1.39M +18,595 +102%
SFS
65
Security Financial Services
Indiana
$2.49M +$2.69M +35,883 New
CS
66
Comerica Securities
Michigan
$2.44M +$1.94M +25,856 +277%
Thrivent Financial for Lutherans
67
Thrivent Financial for Lutherans
Minnesota
$2.41M +$2.3M +30,744 +761%
PFG
68
PAX Financial Group
Texas
$2.4M +$2.59M +34,542 New
PWM
69
Provident Wealth Management
Tennessee
$2.39M -$377K -5,030 -13%
MIAN
70
Mariner Independent Advisor Network
Kansas
$2.39M +$126K +1,682 +5%
SHIM
71
Stone House Investment Management
Pennsylvania
$2.35M +$2.54M +33,915 New
PFA
72
Pettinga Financial Advisors
Indiana
$2.29M +$2.07M +27,601 +503%
TSA
73
Tri-Star Advisors
Texas
$2.29M +$1.35M +18,057 +121%
OWA
74
One Wealth Advisors
California
$2.16M +$1.98M +26,429 +557%
CFGS
75
Concourse Financial Group Securities
Alabama
$2.12M +$1.7M +22,748 +290%