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iShares Convertible Bond ETF
ICVT

Name Holding Trade Value Shares
Change 		Change in
Stake
HA
126
Herold Advisors
New York
$873K -$88.3K -1,255 -9%
PWM
127
Perigon Wealth Management
California
$863K +$67.5K +960 +8%
SSWM
128
Sheets Smith Wealth Management
North Carolina
$832K +$6.83K +97 +0.8%
CA
129
CoreCap Advisors
Michigan
$825K +$36.4K +518 +5%
HI
130
Harbour Investments
Wisconsin
$819K -$225K -3,192 -21%
WA
131
Wealth Alliance
New York
$801K +$28.4K +404 +4%
FFN
132
Focus Financial Network
Minnesota
$780K -$104K -1,474 -12%
PAMG
133
Patton Albertson Miller Group
Tennessee
$759K +$130K +1,850 +20%
AIC
134
Archer Investment Corporation
Indiana
$758K – – –
CLOS
135
Compagnie Lombard Odier SCmA
Switzerland
$727K -$68.3K -971 -8%
HPC
136
Hobart Private Capital
North Carolina
$713K -$3.17K -45 -0.4%
EL
137
EQ LLC
Washington
$701K -$13.9K -197 -2%
MFA
138
Millington Financial Advisors
Illinois
$684K +$693K +9,853 New
SL
139
SWMG LLC
Texas
$679K +$42.4K +602 +7%
SCA
140
Snowden Capital Advisors
New York
$667K +$201K +2,851 +42%
CWS
141
Cypress Wealth Services
California
$651K +$12.4K +176 +2%
AR
142
Apeiron RIA
Texas
$649K -$5.42K -77 -0.8%
RF
143
RHS Financial
California
$646K +$311K +4,414 +90%
AWM
144
Axxcess Wealth Management
California
$645K -$36.7K -521 -5%
SWM
145
Spire Wealth Management
Virginia
$639K +$142K +2,025 +28%
AF
146
Allworth Financial
California
$636K -$324K -4,604 -33%
USCWA
147
U.S. Capital Wealth Advisors
Texas
$632K -$1.4M -19,855 -69%
SL
148
Sentinus LLC
Illinois
$631K +$233K +3,307 +49%
KWA
149
KCS Wealth Advisory
California
$621K -$5.7K -81 -0.9%
SXL
150
Summit X LLC
Missouri
$621K -$390K -5,548 -38%
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