We are live on ! Find out more
ICVT icon

iShares Convertible Bond ETF
ICVT

Name Holding Trade Value Shares
Change 		Change in
Stake
GSWM
126
Golden State Wealth Management
California
$296K +$80.6K +801 +37%
AIA
127
Arrow Investment Advisors
Maryland
$289K -$12.3K -122 -4%
FNBTCON
128
First National Bank & Trust Co of Newtown
Pennsylvania
$278K – – –
AP
129
Advisors Preferred
Maryland
$263K -$249K -2,471 -49%
CG
130
Colony Group
Massachusetts
$263K +$29.4K +292 +12%
APW
131
Aurora Private Wealth
New Jersey
$258K +$261K +2,590 New
WFM
132
Wolff Financial Management
Michigan
$251K +$253K +2,513 New
ML
133
McAdam LLC
Pennsylvania
$246K -$6.84K -68 -3%
SBL
134
Sargent Bickham Lagudis
Colorado
$243K -$62.1K -617 -20%
SI
135
Stephens Inc
Arkansas
$241K – – –
FIA
136
Foundations Investment Advisors
Arizona
$234K -$1.21K -12 -0.5%
HIA
137
Harbor Investment Advisory
Maryland
$219K – – –
WP
138
WealthPLAN Partners
Nebraska
$211K +$234K +2,329 New
MAFM
139
Mid Atlantic Financial Management
Pennsylvania
$209K -$274K -2,724 -56%
CCA
140
Catalyst Capital Advisors
New York
$181K +$31.2K +310 +21%
MAWCM
141
Mine & Arao Wealth Creation & Management
California
$164K +$201 +2 +0.1%
BFEC
142
Benjamin F. Edwards & Company
Missouri
$162K -$503 -5 -0.3%
DWMG
143
DB Wealth Management Group
California
$151K -$44.6K -443 -23%
PFBT
144
Parkside Financial Bank & Trust
Missouri
$149K – – –
AF
145
Advisornet Financial
Minnesota
$125K -$95.8K -952 -43%
FFA
146
Founders Financial Alliance
North Carolina
$125K +$38.5K +383 +44%
AWA
147
Arkadios Wealth Advisors
Georgia
$95K -$2.52K -25 -3%
S
148
SignatureFD
Georgia
$95K +$4.33K +43 +5%
GPA
149
Guidance Point Advisors
Massachusetts
$89K +$90.6K +900 New
LWM
150
Liberty Wealth Management
California
$76K +$68.4K +680 +883%
4 5
6
7 8