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iShares Convertible Bond ETF
ICVT

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
126
Windsor Capital Management
Arizona
$1.56M +$49.6K +428 +3%
FRA
127
FFG Retirement Advisors
Colorado
$1.53M -$17.2K -148 -1%
QAM
128
Q3 Asset Management
Michigan
$1.51M +$1.44M +12,433 New
CWM
129
Comprehensive Wealth Management
Washington
$1.46M +$245K +2,114 +21%
CFD
130
Creative Financial Designs
Indiana
$1.45M -$81.9K -707 -6%
WB
131
Webster Bank
Connecticut
$1.43M +$661K +5,704 +94%
AIC
132
Archer Investment Corporation
Indiana
$1.42M – – –
QCIG
133
Quad-Cities Investment Group
Iowa
$1.42M -$44.9K -387 -3%
AG
134
AlTi Global
New York
$1.4M +$1.34M +11,532 New
AG
135
Ascent Group
Virginia
$1.39M -$1.38M -11,892 -51%
TI
136
Tidal Investments
Wisconsin
$1.39M +$760K +6,558 +135%
KFI
137
Key Financial Inc
Pennsylvania
$1.38M – – –
GWS
138
Greykasell Wealth Strategies
California
$1.38M +$47.4K +409 +4%
PS
139
Principal Securities
Iowa
$1.37M -$419K -3,611 -24%
ACA
140
Aptus Capital Advisors
Alabama
$1.36M +$1.17M +10,101 +917%
OC
141
Oppenheimer & Co
New York
$1.33M +$440K +3,794 +53%
IWC
142
Integrated Wealth Concepts
Massachusetts
$1.33M -$199K -1,718 -14%
CWA
143
Centerline Wealth Advisors
Kentucky
$1.31M -$6.84K -59 -0.5%
AIA
144
Armor Investment Advisors
North Carolina
$1.31M -$30.1K -260 -2%
WIA
145
Wetzel Investment Advisors
Indiana
$1.28M -$3.81M -32,909 -76%
HA
146
Herold Advisors
New York
$1.24M – – –
AP
147
Advisors Preferred
Maryland
$1.24M +$716K +6,178 +141%
VT
148
Vise Technologies
New York
$1.23M +$1.17M +10,113 New
VHAM
149
Van Hulzen Asset Management
California
$1.22M -$33K -285 -3%
TWM
150
TSA Wealth Management
Texas
$1.21M -$670K -5,778 -37%
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