We are live on ! Find out more
ICVT icon

iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
151
Comprehensive Wealth Management
Washington
$1M -$126K -1,213 -11%
CCA
152
Cadent Capital Advisors
Oklahoma
$972K +$988K +9,545 New
IAA
153
Independent Advisor Alliance
North Carolina
$946K +$962K +9,297 New
AAM
154
Advisors Asset Management
Colorado
$943K +$414 +4 +0%
SPC
155
Sigma Planning Corp
Michigan
$943K +$131K +1,270 +16%
HWAM
156
Hennion & Walsh Asset Management
New Jersey
$933K +$247K +2,386 +35%
AI
157
Atria Investments
North Carolina
$917K -$881K -8,513 -49%
KA
158
Kovack Advisors
Florida
$874K -$167K -1,611 -16%
TVAMP
159
Tennessee Valley Asset Management Partners
Tennessee
$867K +$882K +8,519 New
CFG
160
Cassilly Financial Group
Maryland
$850K -$1.55K -15 -0.2%
SI
161
Seeds Investor
New York
$844K +$795K +7,686 New
Focus Partners Wealth
162
Focus Partners Wealth
Massachusetts
$842K
GC
163
Guidance Capital
Kentucky
$829K +$740K +7,149 New
PFA
164
Pettinga Financial Advisors
Indiana
$826K -$588K -5,680 -41%
E
165
Entelevest
Florida
$809K +$194K +1,870 +31%
Cerity Partners
166
Cerity Partners
New York
$798K +$462K +4,463 +132%
CA
167
CoreCap Advisors
Michigan
$786K -$38.8K -375 -5%
ASN
168
Advisory Services Network
Georgia
$786K -$123K -1,190 -13%
EL
169
EWA LLC
Pennsylvania
$780K -$229K -2,213 -22%
KFS
170
Kelly Financial Services
Massachusetts
$766K -$276K -2,664 -26%
FA
171
Fedenia Advisers
Wisconsin
$763K -$89.7K -867 -10%
Rockefeller Capital Management
172
Rockefeller Capital Management
New York
$728K -$304K -2,937 -29%
OC
173
Oppenheimer & Co
New York
$724K -$75.5K -730 -9%
BFM
174
Boothbay Fund Management
New York
$715K +$726K +7,020 New
PNAA
175
Pictet North America Advisors
Switzerland
$705K -$240K -2,321 -25%