We are live on ! Find out more
ICVT icon

iShares Convertible Bond ETF
ICVT

Name Holding Trade Value Shares
Change 		Change in
Stake
MFG
101
Merit Financial Group
Georgia
$1.8M -$490K -5,717 -22%
RL
102
Retireful LLC
Michigan
$1.8M +$1.71M +20,002 New
DADC
103
D.A. Davidson & Co
Montana
$1.8M +$162K +1,894 +10%
PAG
104
Private Advisor Group
New Jersey
$1.74M -$5.83K -68 -0.4%
SWP
105
Sagespring Wealth Partners
Tennessee
$1.72M +$72.5K +845 +5%
JWCA
106
J.W. Cole Advisors
Florida
$1.69M +$24.5K +286 +2%
SW
107
SteelPeak Wealth
California
$1.63M -$1.13M -13,171 -42%
KWM
108
KFG Wealth Management
Indiana
$1.61M -$388K -4,531 -20%
OMC
109
Overbrook Management Corp
New York
$1.59M – – –
TWM
110
TSA Wealth Management
Texas
$1.49M -$726K -8,465 -34%
AI
111
Atria Investments
North Carolina
$1.48M -$959K -11,190 -41%
PWP
112
Pursue Wealth Partners
California
$1.46M -$391K -4,559 -22%
CIAS
113
CFS Investment Advisory Services
New Jersey
$1.43M -$787K -9,181 -37%
PPWM
114
Perissos Private Wealth Management
Oklahoma
$1.42M -$169K -1,967 -11%
HGWM
115
Horst & Graben Wealth Management
Oregon
$1.37M -$433K -5,045 -25%
HWM
116
Hohimer Wealth Management
Washington
$1.35M – – –
KIM
117
Kestra Investment Management
Texas
$1.3M – – –
TWP
118
Triad Wealth Partners
Kansas
$1.27M -$347K -4,052 -22%
MWM
119
Modern Wealth Management
Kansas
$1.27M -$874K -10,190 -42%
SA
120
Sovran Advisors
California
$1.26M +$659K +7,690 +122%
AWS
121
Atria Wealth Solutions
New York
$1.21M -$775K -9,035 -40%
PS
122
Principal Securities
Iowa
$1.19M +$91.3K +1,065 +9%
SW
123
Simplicity Wealth
New Jersey
$1.18M +$400K +4,671 +56%
GF
124
Gries Financial
Ohio
$1.13M +$114K +1,328 +12%
WCM
125
Windsor Capital Management
Arizona
$1.1M +$85.8K +1,001 +9%
3 4
5
6 7