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iShares Convertible Bond ETF
ICVT

Name Holding Trade Value Shares
Change 		Change in
Stake
I
126
INVST
Indiana
$972K +$22.5K +311 +2%
SXL
127
Summit X LLC
Missouri
$959K +$402K +5,548 +62%
HA
128
Herold Advisors
New York
$951K – – –
AF
129
Allworth Financial
California
$948K -$7.08M -97,767 -88%
MFG
130
Merit Financial Group
Georgia
$948K -$467K -6,447 -32%
LA
131
LVW Advisors
New York
$924K +$317K +4,371 +48%
SPIA
132
Steward Partners Investment Advisory
New York
$918K -$312K -4,301 -24%
TF
133
Trek Financial
Arizona
$903K +$169K +2,330 +22%
SMG
134
Spectrum Management Group
Indiana
$893K -$425K -5,870 -31%
NL
135
NWAM LLC
Washington
$887K -$328K -4,529 -26%
FFN
136
Focus Financial Network
Minnesota
$875K +$15.7K +217 +2%
SW
137
Simplicity Wealth
New Jersey
$836K +$879K +12,135 New
SSWM
138
Sheets Smith Wealth Management
North Carolina
$818K – – –
JIR
139
James Investment Research
Ohio
$810K -$658K -9,084 -44%
PWM
140
Perigon Wealth Management
California
$790K +$831K +11,465 New
CLOS
141
Compagnie Lombard Odier SCmA
Switzerland
$788K -$112K -1,550 -12%
SL
142
Sentinus LLC
Illinois
$784K +$485K +6,696 New
CA
143
CoreCap Advisors
Michigan
$782K +$111K +1,536 +16%
WA
144
Wealth Alliance
New York
$767K -$200K -2,759 -20%
DE
145
Day & Ennis
Georgia
$767K +$71.3K +984 +10%
AIC
146
Archer Investment Corporation
Indiana
$751K – – –
TW
147
Towerpoint Wealth
California
$725K -$51.4K -710 -6%
GC
148
Guggenheim Capital
Illinois
$716K -$34.5K -476 -4%
HPC
149
Hobart Private Capital
North Carolina
$710K -$995K -13,737 -57%
EL
150
EQ LLC
Washington
$709K -$189K -2,615 -20%
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