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iShares Convertible Bond ETF
ICVT

Name Holding Trade Value Shares
Change 		Change in
Stake
MFA
101
Millington Financial Advisors
Illinois
$645K -$85.1K -1,167 -12%
SWM
102
Scissortail Wealth Management
Oklahoma
$626K +$9.48K +130 +2%
JWCA
103
J.W. Cole Advisors
Florida
$592K +$61.7K +847 +12%
TFA
104
Transamerica Financial Advisors
Florida
$590K +$140K +1,927 +33%
PAMG
105
Patton Albertson Miller Group
Tennessee
$573K -$150K -2,053 -21%
QCIG
106
Quad-Cities Investment Group
Iowa
$536K -$19.5K -268 -4%
SWM
107
Spire Wealth Management
Virginia
$523K +$26.2K +359 +6%
IA
108
IFP Advisors
Florida
$521K -$152K -2,080 -23%
KAS
109
Kestra Advisory Services
Texas
$505K -$157K -2,151 -25%
CWM
110
Centurion Wealth Management
Virginia
$501K +$34.7K +476 +8%
WP
111
WealthSource Partners
California
$486K -$151K -2,072 -25%
BIA
112
Bigelow Investment Advisors
Maine
$445K +$425K +5,828 New
AAM
113
Advisors Asset Management
Colorado
$436K +$9.26K +127 +2%
RI
114
Ridgewood Investments
New Jersey
$423K +$28.2K +387 +8%
IWN
115
Independent Wealth Network
Iowa
$420K +$75.2K +1,032 +23%
CA
116
Calton & Associates
Florida
$409K -$8.09K -111 -2%
AWA
117
Aletheian Wealth Advisors
Washington
$408K +$17.3K +237 +5%
IWC
118
Integrated Wealth Concepts
Massachusetts
$399K -$127K -1,747 -25%
ML
119
McAdam LLC
Pennsylvania
$398K -$24K -329 -6%
ORC
120
O'Rourke & Company
Massachusetts
$391K +$23.5K +323 +7%
SCA
121
Snowden Capital Advisors
New York
$375K -$129K -1,774 -27%
LSA
122
Lion Street Advisors
Texas
$367K +$262K +3,587 New
FCA
123
FinTrust Capital Advisors
South Carolina
$358K – – –
PK
124
Pflug Koory
Nebraska
$358K – – –
DC
125
Destiny Capital
Colorado
$348K +$333K +4,561 New
3 4
5
6 7