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iShares Convertible Bond ETF
ICVT

Name Holding Trade Value Shares
Change 		Change in
Stake
CFD
126
Creative Financial Designs
Indiana
$1.29M +$125K +1,211 +11%
IWC
127
Integrated Wealth Concepts
Massachusetts
$1.29M +$285K +2,756 +28%
T
128
Tidemark
California
$1.27M -$350K -3,385 -21%
HGWM
129
Horst & Graben Wealth Management
Oregon
$1.26M -$580K -5,608 -33%
WCM
130
Windsor Capital Management
Arizona
$1.26M +$30.1K +291 +2%
QCIG
131
Quad-Cities Investment Group
Iowa
$1.22M +$13.5K +130 +1%
RI
132
Ridgewood Investments
New Jersey
$1.22M +$1.24M +12,012 New
PUI
133
Purpose Unlimited Inc
$1.2M +$1.26M +12,146 +12,146%
PCA
134
Prosperity Capital Advisors
Ohio
$1.2M -$455K -4,394 -27%
SW
135
SteelPeak Wealth
California
$1.19M -$1.63M -15,715 -57%
AIC
136
Archer Investment Corporation
Indiana
$1.19M – – –
WWA
137
WCG Wealth Advisors
Nevada
$1.19M -$1.76K -17 -0.1%
IA
138
Integrity Alliance
Iowa
$1.18M +$109K +1,052 +10%
KFI
139
Key Financial Inc
Pennsylvania
$1.15M -$50.9K -492 -4%
AIA
140
Armor Investment Advisors
North Carolina
$1.12M -$14.2K -137 -1%
GWS
141
Greykasell Wealth Strategies
California
$1.11M +$207 +2 +0%
CWA
142
Centerline Wealth Advisors
Kentucky
$1.1M -$1.08M -10,431 -49%
MCA
143
Midwest Capital Advisors
Michigan
$1.08M -$406K -3,924 -27%
VHAM
144
Van Hulzen Asset Management
California
$1.05M +$57.6K +557 +6%
HA
145
Herold Advisors
New York
$1.04M -$102K -990 -9%
SF
146
SWP Financial
California
$1.03M -$817K -7,893 -44%
NP
147
NorthRock Partners
Minnesota
$1.03M -$344K -3,321 -25%
ATPW
148
Ashton Thomas Private Wealth
Arizona
$1.02M -$361K -3,484 -26%
MFA
149
Millington Financial Advisors
Illinois
$1.02M +$4.35K +42 +0.5%
RWM
150
Revisor Wealth Management
Ohio
$1.01M +$362K +3,500 +54%
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