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iShares Convertible Bond ETF
ICVT

Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
76
Pursue Wealth Partners
California
$1.44M – – –
AI
77
Atria Investments
North Carolina
$1.44M +$1.44M +17,329 New
PAG
78
Private Advisor Group
New Jersey
$1.44M -$242K -2,925 -14%
MCM
79
MV Capital Management
Maryland
$1.44M +$1.41M +17,020 +6,863%
MSWMA
80
Market Street Wealth Management Advisors
Indiana
$1.42M +$1.41M +17,015 New
FIA
81
Foundations Investment Advisors
Arizona
$1.37M +$1.11M +13,421 +409%
IWC
82
Integrated Wealth Concepts
Massachusetts
$1.28M +$539K +6,506 +74%
IWP
83
Icon Wealth Partners
Texas
$1.27M +$1.26M +15,249 New
CWM
84
Capital Wealth Management
Rhode Island
$1.21M +$2.9K +35 +0.2%
HA
85
Herold Advisors
New York
$1.2M – – –
TSA
86
Tri-Star Advisors
Texas
$1.16M +$1.24M +14,937 New
CSWG
87
Cardinal Strategic Wealth Guidance
Kentucky
$1.1M +$1.09M +13,174 New
ASN
88
Advisory Services Network
Georgia
$1.06M -$593K -7,160 -36%
GSWM
89
Golden State Wealth Management
California
$1.03M +$706K +8,512 +223%
JC
90
JB Capital
Connecticut
$1.02M +$1.01M +12,195 New
CAN
91
Cetera Advisor Networks
California
$1M +$61.3K +740 +7%
AWS
92
Atria Wealth Solutions
New York
$994K +$989K +11,927 New
HGWM
93
Horst & Graben Wealth Management
Oregon
$970K +$965K +11,639 New
SW
94
SteelPeak Wealth
California
$956K +$951K +11,476 New
KWA
95
KCS Wealth Advisory
California
$919K -$79.1K -954 -8%
AIC
96
Archer Investment Corporation
Indiana
$908K +$52.3K +631 +6%
KFS
97
Kelly Financial Services
Massachusetts
$889K +$864K +10,418 +4,102%
GC
98
Guggenheim Capital
Illinois
$878K +$873K +10,534 New
OWA
99
Outlook Wealth Advisors
Texas
$859K -$37K -446 -4%
SPC
100
Sigma Planning Corp
Michigan
$839K +$281K +3,391 +51%
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