We are live on ! Find out more
ICVT icon

iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AFP
151
Advus Financial Partners
Florida
$984K +$67.3K +670 +7%
BCM
152
Brookstone Capital Management
Illinois
$979K +$84.3K +839 +9%
EL
153
EWA LLC
Pennsylvania
$973K +$93.6K +931 +10%
IWC
154
Integrated Wealth Concepts
Massachusetts
$972K +$135K +1,342 +16%
VHAM
155
Van Hulzen Asset Management
California
$959K +$698K +6,944 +249%
MFA
156
Millington Financial Advisors
Illinois
$942K -$175K -1,737 -16%
AAM
157
Advisors Asset Management
Colorado
$913K -$61.2K -609 -6%
PNAA
158
Pictet North America Advisors
Switzerland
$911K – – –
GRP
159
Global Retirement Partners
California
$898K +$642K +6,392 +235%
UAG
160
United Advisor Group
Ohio
$886K -$242K -2,412 -21%
BCI
161
Brinker Capital Investments
Pennsylvania
$882K +$163K +1,619 +22%
ASN
162
Advisory Services Network
Georgia
$878K +$56.1K +558 +7%
TI
163
Tidal Investments
Wisconsin
$868K -$3.53M -35,103 -80%
SW
164
Simplicity Wealth
New Jersey
$855K +$32.8K +326 +4%
PA
165
PFG Advisors
Arizona
$854K -$137K -1,365 -14%
CFG
166
Cassilly Financial Group
Maryland
$824K +$841K +8,367 New
CWM
167
Curtis Wealth Management
Nevada
$824K +$799K +7,950 New
FA
168
Fedenia Advisers
Wisconsin
$823K +$279K +2,775 +50%
SHJ
169
Sharkey, Howes & Javer
Colorado
$823K +$172K +1,716 +26%
Focus Partners Wealth
170
Focus Partners Wealth
Massachusetts
$815K -$98.4K -979 -11%
WP
171
WealthShield Partners
North Carolina
$806K +$142K +1,415 +21%
CA
172
CoreCap Advisors
Michigan
$798K -$22.1K -220 -3%
AWM
173
Able Wealth Management
New Jersey
$793K +$36.7K +365 +5%
CWM
174
Centurion Wealth Management
Virginia
$790K -$33.9K -337 -4%
SPC
175
Sigma Planning Corp
Michigan
$788K +$53.5K +532 +7%