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iShares Convertible Bond ETF
ICVT

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
126
Aletheian Wealth Advisors
Washington
$370K +$109K +1,505 +42%
PA
127
PFG Advisors
Arizona
$361K -$181K -2,500 -33%
FCA
128
FinTrust Capital Advisors
South Carolina
$358K – – –
ORC
129
O'Rourke & Company
Massachusetts
$349K -$34.8K -481 -9%
PK
130
Pflug Koory
Nebraska
$340K +$72 +1 +0%
OWA
131
One Wealth Advisors
California
$331K -$1.58M -21,886 -83%
BIA
132
Bigelow Investment Advisors
Maine
$327K – – –
KPWS
133
Kestra Private Wealth Services
Texas
$327K +$4.63K +64 +1%
IWN
134
Independent Wealth Network
Iowa
$325K -$22.1K -305 -6%
SPC
135
Sigma Planning Corp
Michigan
$300K -$157K -2,169 -34%
RSWM
136
Robertson Stephens Wealth Management
California
$281K +$40.5K +560 +17%
BPA
137
Beacon Pointe Advisors
California
$280K +$280K +3,862 New
AWA
138
Acorn Wealth Advisors
Michigan
$264K +$25.5K +352 +11%
CCA
139
Catalyst Capital Advisors
New York
$262K +$11.6K +160 +5%
SFS
140
Sowell Financial Services
Arkansas
$260K +$259K +3,582 New
BWP
141
Balboa Wealth Partners
Arizona
$254K +$253K +3,499 New
NL
142
NWAM LLC
Washington
$239K -$680K -9,390 -74%
AG
143
Ascent Group
Virginia
$231K -$295K -4,075 -56%
CAG
144
Csenge Advisory Group
Florida
$229K -$282K -3,896 -55%
FRA
145
Front Row Advisors
California
$227K +$18.1K +250 +9%
DI
146
Disciplined Investments
Oklahoma
$227K +$145 +2 +0.1%
T
147
TNF
Montana
$221K -$18.2K -251 -7%
APW
148
Aurora Private Wealth
New Jersey
$216K -$796 -11 -0.4%
TC
149
TownSquare Capital
Utah
$214K +$213K +2,941 New
SL
150
SWMG LLC
Texas
$208K -$500K -6,911 -71%
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