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iShares Convertible Bond ETF
ICVT

Name Holding Trade Value Shares
Change 		Change in
Stake
IWC
126
Integrated Wealth Concepts
Massachusetts
$1.29M +$285K +2,756 +28%
T
127
Tidemark
California
$1.27M -$350K -3,385 -21%
HGWM
128
Horst & Graben Wealth Management
Oregon
$1.26M -$580K -5,608 -33%
WCM
129
Windsor Capital Management
Arizona
$1.26M +$30.1K +291 +2%
QCIG
130
Quad-Cities Investment Group
Iowa
$1.22M +$13.5K +130 +1%
RI
131
Ridgewood Investments
New Jersey
$1.22M +$1.24M +12,012 New
PUI
132
Purpose Unlimited Inc
$1.2M +$1.26M +12,146 +12,146%
PCA
133
Prosperity Capital Advisors
Ohio
$1.2M -$455K -4,394 -27%
SW
134
SteelPeak Wealth
California
$1.19M -$1.63M -15,715 -57%
AIC
135
Archer Investment Corporation
Indiana
$1.19M – – –
WWA
136
WCG Wealth Advisors
Nevada
$1.19M -$1.76K -17 -0.1%
IA
137
Integrity Alliance
Iowa
$1.18M +$109K +1,052 +10%
KFI
138
Key Financial Inc
Pennsylvania
$1.15M -$50.9K -492 -4%
AIA
139
Armor Investment Advisors
North Carolina
$1.12M -$14.2K -137 -1%
GWS
140
Greykasell Wealth Strategies
California
$1.11M +$207 +2 +0%
CWA
141
Centerline Wealth Advisors
Kentucky
$1.1M -$1.08M -10,431 -49%
MCA
142
Midwest Capital Advisors
Michigan
$1.08M -$406K -3,924 -27%
VHAM
143
Van Hulzen Asset Management
California
$1.05M +$57.6K +557 +6%
HA
144
Herold Advisors
New York
$1.04M -$102K -990 -9%
SF
145
SWP Financial
California
$1.03M -$817K -7,893 -44%
NP
146
NorthRock Partners
Minnesota
$1.03M -$344K -3,321 -25%
ATPW
147
Ashton Thomas Private Wealth
Arizona
$1.02M -$361K -3,484 -26%
MFA
148
Millington Financial Advisors
Illinois
$1.02M +$4.35K +42 +0.5%
RWM
149
Revisor Wealth Management
Ohio
$1.01M +$362K +3,500 +54%
UAG
150
United Advisor Group
Ohio
$1.01M +$97.6K +943 +10%
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