We are live on ! Find out more
ICVT icon

iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAGAS
101
Capital Advisory Group Advisory Services
Minnesota
$555K +$82.8K +1,144 +18%
VHAM
102
Van Hulzen Asset Management
California
$552K -$547K -7,550 -50%
Citadel Advisors
103
Citadel Advisors
Florida
$547K +$513K +7,082 +1,574%
QCIG
104
Quad-Cities Investment Group
Iowa
$529K +$8.47K +117 +2%
MSWMA
105
Market Street Wealth Management Advisors
Indiana
$528K -$3.28M -45,360 -86%
ACM
106
Anfield Capital Management
California
$526K +$76.7K +1,060 +17%
IA
107
IFP Advisors
Florida
$521K -$14.4K -199 -2%
C1AG
108
Client 1st Advisory Group
Florida
$512K -$111K -1,531 -18%
IWC
109
Integrated Wealth Concepts
Massachusetts
$506K -$2.72M -37,589 -84%
JWCA
110
J.W. Cole Advisors
Florida
$501K +$290 +4 +0.1%
SCA
111
Snowden Capital Advisors
New York
$486K -$211K -2,918 -30%
AF
112
Allworth Financial
California
$476K -$189K -2,607 -28%
SWM
113
Spire Wealth Management
Virginia
$471K -$197K -2,715 -30%
PVM
114
Palogic Value Management
Texas
$460K +$459K +6,335 New
FIM
115
Freedom Investment Management
Connecticut
$446K -$67.5K -933 -13%
CWM
116
Centurion Wealth Management
Virginia
$442K -$618K -8,531 -58%
TFA
117
Transamerica Financial Advisors
Florida
$421K +$15K +207 +4%
SOS
118
Silver Oak Securities
Tennessee
$421K +$420K +5,799 New
AAM
119
Advisors Asset Management
Colorado
$405K +$21.6K +298 +6%
ML
120
McAdam LLC
Pennsylvania
$403K +$173K +2,389 +76%
KCM
121
KM Capital Management
Texas
$399K -$54.8K -757 -12%
CA
122
Calton & Associates
Florida
$397K +$64.1K +886 +19%
KWA
123
KCS Wealth Advisory
California
$396K -$252K -3,487 -39%
PWMG
124
Provence Wealth Management Group
California
$388K -$51.5K -711 -12%
Wells Fargo
125
Wells Fargo
California
$380K -$259K -3,573 -41%