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iShares Convertible Bond ETF
ICVT

Name Holding Trade Value Shares
Change 		Change in
Stake
PFG
151
PAX Financial Group
Texas
$530K +$51K +635 +11%
JC
152
JB Capital
Connecticut
$521K -$17.3K -215 -3%
AWA
153
Aletheian Wealth Advisors
Washington
$512K -$30.1K -375 -6%
I
154
INVST
Indiana
$508K -$12.3K -153 -2%
SFS
155
Security Financial Services
Indiana
$506K -$18.1K -226 -4%
SVWG
156
Shared Vision Wealth Group
United States
$505K +$11.2K +139 +2%
BHWM
157
Bay Harbor Wealth Management
Maryland
$495K -$482 -6 -0.1%
RF
158
RHS Financial
California
$492K -$120K -1,496 -20%
APW
159
Austin Private Wealth
Texas
$482K +$5.14K +64 +1%
MWM
160
Modera Wealth Management
New Jersey
$478K -$84.9K -1,057 -16%
SCA
161
Snowden Capital Advisors
New York
$466K +$2.73K +34 +0.6%
SA
162
Scarborough Advisors
Maryland
$458K +$62.1K +774 +16%
WP
163
WealthShield Partners
North Carolina
$454K +$241 +3 +0.1%
WS
164
Wedbush Securities
California
$453K -$8.43K -105 -2%
TFA
165
Transamerica Financial Advisors
Florida
$446K -$51.6K -643 -11%
CC
166
Copperleaf Capital
North Carolina
$445K +$6.9K +86 +2%
SXL
167
Summit X LLC
Missouri
$440K -$5.86K -73 -1%
AWA
168
Acorn Wealth Advisors
Michigan
$439K +$32.2K +401 +8%
IA
169
IFP Advisors
Florida
$418K +$33.8K +421 +9%
MIS
170
Morningstar Investment Services
Illinois
$409K +$48.4K +603 +14%
ORC
171
O'Rourke & Company
Massachusetts
$404K +$39.9K +497 +11%
ML
172
McAdam LLC
Pennsylvania
$390K -$4.5K -56 -1%
MWM
173
Mosley Wealth Management
California
$389K +$10.4K +130 +3%
BIA
174
Bigelow Investment Advisors
Maine
$376K -$25.7K -320 -7%
PK
175
Pflug Koory
Nebraska
$367K +$353K +4,392 New
5 6
7
8 9