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iShares Convertible Bond ETF
ICVT

Name Holding Trade Value Shares
Change 		Change in
Stake
OBWG
101
Onyx Bridge Wealth Group
New York
$640K -$520K -6,843 -44%
RF
102
RHS Financial
California
$631K -$42K -552 -6%
MFA
103
Millington Financial Advisors
Illinois
$629K +$2.13K +28 +0.3%
CLOS
104
Compagnie Lombard Odier SCmA
Switzerland
$561K -$221K -2,910 -28%
TFA
105
Transamerica Financial Advisors
Florida
$554K -$19.6K -258 -3%
QCIG
106
Quad-Cities Investment Group
Iowa
$549K +$29K +381 +5%
WW
107
Westshore Wealth
California
$547K -$490K -6,441 -47%
SWM
108
Scissortail Wealth Management
Oklahoma
$523K -$56.5K -743 -9%
SWM
109
Spire Wealth Management
Virginia
$519K +$10.9K +143 +2%
JWCA
110
J.W. Cole Advisors
Florida
$516K -$60.1K -791 -10%
CWM
111
Centurion Wealth Management
Virginia
$515K +$28.7K +377 +6%
PAS
112
Park Avenue Securities
New York
$501K +$514K +6,760 New
RL
113
Retireful LLC
Michigan
$447K +$458K +6,019 New
AAM
114
Advisors Asset Management
Colorado
$445K +$21.3K +280 +5%
BIA
115
Bigelow Investment Advisors
Maine
$439K +$6.38K +84 +1%
FRA
116
FFG Retirement Advisors
Colorado
$427K +$437K +5,751 New
ML
117
McAdam LLC
Pennsylvania
$425K +$38.6K +508 +10%
RI
118
Ridgewood Investments
New Jersey
$411K – – –
AWA
119
Aletheian Wealth Advisors
Washington
$410K +$14.1K +185 +3%
IWN
120
Independent Wealth Network
Iowa
$406K -$2.81K -37 -0.7%
AWS
121
Atria Wealth Solutions
New York
$350K +$102K +1,338 +40%
AWA
122
Acorn Wealth Advisors
Michigan
$348K +$36.5K +480 +11%
PK
123
Pflug Koory
Nebraska
$348K +$76 +1 +0%
ORC
124
O'Rourke & Company
Massachusetts
$335K -$46.9K -617 -12%
SCA
125
Snowden Capital Advisors
New York
$329K -$37K -487 -10%
3 4
5
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