We are live on ! Find out more
ICVT icon

iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GI
176
Gradient Investments
Minnesota
$10K -$3.89K -40 -27%
GTAM
177
Global Trust Asset Management
Florida
$10K +$681 +7 +7%
CIAS
178
Capital Investment Advisory Services
North Carolina
$6K – – –
AWA
179
Aquire Wealth Advisors
Utah
$6K +$6.42K +66 New
Carson Wealth (CWM LLC)
180
Carson Wealth (CWM LLC)
Nebraska
$5K +$5.06K +52 New
AIP
181
Ahrens Investment Partners
Louisiana
$4K +$4.87K +50 New
FMP
182
Financial Management Professionals
Texas
$2K +$2.43K +25 New
MA
183
Montag & Associates
Georgia
$1K – – –
AssetMark Inc
184
AssetMark Inc
California
– -$14.9M -149,664 Closed
SPIA
185
Steward Partners Investment Advisory
New York
– -$4.51M -45,259 Closed
CF
186
Clarity Financial
Texas
– -$4.18M -41,960 Closed
GM
187
GeoWealth Management
Illinois
– -$2.47M -24,743 Closed
CI
188
Cavalier Investments
Georgia
– -$2.13M -21,405 Closed
FEM
189
Fulcrum Equity Management
Texas
– -$1.54M -15,438 Closed
CIBC Private Wealth Group
190
CIBC Private Wealth Group
Georgia
– -$968K -9,707 Closed
WA
191
WESPAC Advisors
California
– -$767K -7,689 Closed
FFN
192
Focus Financial Network
Minnesota
– -$401K -4,025 Closed
CQS
193
Credential Qtrade Securities
– -$393K -3,930 Closed
KWM
194
Kingsview Wealth Management
Oregon
– -$389K -3,897 Closed
IA
195
Insight Advisors
Pennsylvania
– -$374K -3,628 Closed
KAS
196
Kestra Advisory Services
Texas
– -$346K -3,467 Closed
AIA
197
Arrow Investment Advisors
Maryland
– -$289K -2,902 Closed
AP
198
Advisors Preferred
Maryland
– -$263K -2,617 Closed
WFM
199
Wolff Financial Management
Michigan
– -$251K -2,513 Closed
AWA
200
Arkadios Wealth Advisors
Georgia
– -$95K -955 Closed