We are live on ! Find out more
ICVT icon

iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SXL
151
Summit X LLC
Missouri
$621K -$390K -5,548 -38%
Wells Fargo
152
Wells Fargo
California
$611K -$1.01M -14,377 -62%
WP
153
WealthShield Partners
North Carolina
$609K -$40.4K -574 -6%
HPM
154
Hoxton Planning & Management
West Virginia
$605K +$613K +8,711 New
SWM
155
Scissortail Wealth Management
Oklahoma
$600K -$48K -682 -8%
C1AG
156
Client 1st Advisory Group
Florida
$596K +$202K +2,867 +50%
SB
157
Strategic Blueprint
Georgia
$592K -$66.9K -951 -10%
CFD
158
Creative Financial Designs
Indiana
$589K -$65.4K -929 -10%
IA
159
IFP Advisors
Florida
$584K -$915 -13 -0.1%
SWP
160
ShoreHaven Wealth Partners
New Jersey
$583K +$7.25K +103 +1%
FHA
161
First Horizon Advisors
Tennessee
$558K +$99.9K +1,420 +21%
RJT
162
Raymond James Trust
Florida
$533K -$101K -1,439 -16%
DAS
163
Dynamic Advisor Solutions
Arizona
$524K +$36K +512 +7%
PA
164
PFG Advisors
Arizona
$519K +$44.5K +633 +9%
MFA
165
Mayflower Financial Advisors
Massachusetts
$518K +$156K +2,220 +42%
FFA
166
Farther Finance Advisors
California
$515K +$521K +7,410 New
AG
167
Ascent Group
Virginia
$504K +$268K +3,807 +111%
QCIG
168
Quad-Cities Investment Group
Iowa
$498K -$10.8K -154 -2%
CWA
169
Clearview Wealth Advisors
Oregon
$492K -$168K -2,384 -25%
FIM
170
Freedom Investment Management
Connecticut
$491K -$31.3K -445 -6%
CAG
171
Csenge Advisory Group
Florida
$490K +$85.4K +1,214 +21%
WCM
172
Windsor Capital Management
Arizona
$488K +$78.8K +1,120 +19%
JWCA
173
J.W. Cole Advisors
Florida
$479K -$59.2K -842 -11%
RIA
174
Regal Investment Advisors
Michigan
$467K -$27.9K -396 -6%
Baird Financial Group
175
Baird Financial Group
Wisconsin
$454K -$2.88K -41 -0.6%