We are live on ! Find out more
ICVT icon

iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WS
151
Wedbush Securities
California
$456K +$446K +5,712 New
Qube Research & Technologies (QRT)
152
Qube Research & Technologies (QRT)
United Kingdom
$450K -$16.2K -208 -4%
GF
153
Gries Financial
Ohio
$448K +$438K +5,606 New
BHWM
154
Bay Harbor Wealth Management
Maryland
$448K +$437K +5,595 +50,864%
SVWG
155
Shared Vision Wealth Group
United States
$444K +$434K +5,564 New
APW
156
Austin Private Wealth
Texas
$438K +$433K +5,541 New
SWM
157
SigFig Wealth Management
California
$418K +$409K +5,239 New
ML
158
McAdam LLC
Pennsylvania
$417K -$312 -4 -0.1%
FFA
159
Farther Finance Advisors
California
$401K +$329K +4,211 +512%
I
160
INVST
Indiana
$397K +$390K +4,994 New
BIA
161
Bigelow Investment Advisors
Maine
$396K -$20.6K -264 -5%
AWA
162
Acorn Wealth Advisors
Michigan
$381K +$5.23K +67 +1%
ORC
163
O'Rourke & Company
Massachusetts
$372K +$12.2K +156 +3%
SA
164
Scarborough Advisors
Maryland
$370K +$352K +4,505 +3,337%
IA
165
IFP Advisors
Florida
$370K -$297K -3,810 -45%
IWC
166
Integrated Wealth Concepts
Massachusetts
$366K +$55.5K +711 +18%
MWM
167
Mosley Wealth Management
California
$362K +$354K +4,529 New
PFA
168
Pettinga Financial Advisors
Indiana
$351K +$343K +4,394 New
PK
169
Pflug Koory
Nebraska
$350K -$23.4K -300 -6%
AWM
170
Avior Wealth Management
Nebraska
$347K +$316K +4,047 +1,349%
T
171
Tidemark
California
$338K +$331K +4,235 New
IP
172
Ignite Planners
California
$338K +$13.8K +177 +4%
WP
173
WealthShield Partners
North Carolina
$336K +$264K +3,384 +408%
EL
174
EWA LLC
Pennsylvania
$336K +$336K +4,299 New
TPWA
175
TRUE Private Wealth Advisors
Oregon
$329K +$36.5K +468 +13%