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iShares Convertible Bond ETF
ICVT

Name Holding Trade Value Shares
Change 		Change in
Stake
William Blair & Company
176
William Blair & Company
Illinois
$429K – – –
FWP
177
Firethorn Wealth Partners
Georgia
$428K +$442K +5,905 New
MFA
178
Mayflower Financial Advisors
Massachusetts
$428K +$462K +6,167 New
BWM
179
Baystate Wealth Management
Massachusetts
$417K +$440K +5,870 +4,316%
TFA
180
Transamerica Financial Advisors
Florida
$405K +$436K +5,827 +58,270%
PA
181
PFG Advisors
Arizona
$402K +$435K +5,802 New
PK
182
Pflug Koory
Nebraska
$399K +$75 +1 +0%
JP Morgan Chase
183
JP Morgan Chase
New York
$389K -$14.8M -197,313 -97%
AWM
184
Alterna Wealth Management
Texas
$385K +$416K +5,554 New
WCM
185
Windsor Capital Management
Arizona
$380K +$141K +1,879 +52%
TCA
186
Transcend Capital Advisors
New Jersey
$377K +$222K +2,963 +120%
ARC
187
Advisor Resource Council
Texas
$373K +$403K +5,379 New
AAM
188
Advisors Asset Management
Colorado
$371K +$3K +40 +0.8%
LSA
189
Lion Street Advisors
Texas
$369K +$61.4K +820 +30%
TPWA
190
TRUE Private Wealth Advisors
Oregon
$359K +$156K +2,085 +67%
FAIM
191
Financial Advocates Investment Management
Washington
$353K +$197K +2,629 +107%
FTUS
192
Flow Traders U.S.
New York
$353K +$382K +5,095 New
LF
193
Lantz Financial
Illinois
$343K +$371K +4,952 New
CA
194
Calton & Associates
Florida
$333K +$94.7K +1,264 +36%
CFG
195
Cooper Financial Group
California
$330K +$356K +4,755 New
MYIA
196
Mount Yale Investment Advisors
Colorado
$330K +$356K +4,756 New
SCA
197
Snowden Capital Advisors
New York
$327K +$354K +4,725 New
C1AG
198
Client 1st Advisory Group
Florida
$323K +$164K +2,193 +89%
AP
199
Advisors Preferred
Maryland
$320K +$345K +4,611 New
ML
200
McAdam LLC
Pennsylvania
$316K +$35.7K +476 +12%
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