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iShares Convertible Bond ETF
ICVT

Name Holding Trade Value Shares
Change 		Change in
Stake
DE
176
Day & Ennis
Georgia
$258K +$257K +3,101 New
MCC
177
Money Concepts Capital
Florida
$255K +$254K +3,059 New
WWG
178
West Wealth Group
California
$248K +$247K +2,977 New
GRP
179
Global Retirement Partners
California
$244K +$284K +3,421 New
TPWA
180
TRUE Private Wealth Advisors
Oregon
$241K +$256K +3,093 New
WB
181
Webster Bank
Connecticut
$237K -$10K -121 -4%
FNBTCON
182
First National Bank & Trust Co of Newtown
Pennsylvania
$233K – – –
LSA
183
Lion Street Advisors
Texas
$231K -$68K -820 -23%
CG
184
Colony Group
Massachusetts
$230K +$35.1K +423 +18%
T
185
TNF
Montana
$230K +$243K +2,929 New
BFA
186
BMS Financial Advisors
South Dakota
$221K +$220K +2,651 New
APW
187
Aurora Private Wealth
New Jersey
$214K +$332 +4 +0.2%
WP
188
WealthPLAN Partners
Nebraska
$206K +$18.3K +221 +9%
TCA
189
Transcend Capital Advisors
New Jersey
$206K +$205K +2,478 New
WIM
190
WealthPlan Investment Management
Nebraska
$206K +$222K +2,677 New
C1AG
191
Client 1st Advisory Group
Florida
$205K +$204K +2,460 New
FAIM
192
Financial Advocates Investment Management
Washington
$205K +$204K +2,465 New
SI
193
Stephens Inc
Arkansas
$201K – – –
BHWM
194
Bay Harbor Wealth Management
Maryland
$189K +$15.2K +183 +9%
HIA
195
Harbor Investment Advisory
Maryland
$183K – – –
CCA
196
Catalyst Capital Advisors
New York
$174K +$1.66K +20 +1%
CFD
197
Creative Financial Designs
Indiana
$155K +$155K +1,864 New
MAWCM
198
Mine & Arao Wealth Creation & Management
California
$135K -$15.4K -186 -10%
CWA
199
Clearview Wealth Advisors
Oregon
$135K +$135K +1,623 New
SMG
200
Spectrum Management Group
Indiana
$134K +$133K +1,608 New
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