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iShares Convertible Bond ETF
ICVT

Name Holding Trade Value Shares
Change 		Change in
Stake
PAG
176
Private Advisor Group
New Jersey
$450K +$362K +5,150 +34%
SPC
177
Sigma Planning Corp
Michigan
$438K -$170K -2,420 -28%
KCM
178
KM Capital Management
Texas
$435K +$440K +6,257 New
ACM
179
Anfield Capital Management
California
$430K -$29.8K -424 -6%
PWMG
180
Provence Wealth Management Group
California
$421K +$23.6K +336 +6%
KWS
181
Keystone Wealth Services
California
$413K -$19.7K -280 -4%
AWE
182
Avidian Wealth Enterprises
Texas
$404K +$1.9K +27 +0.5%
AF
183
Advisornet Financial
Minnesota
$393K -$16.1K -229 -4%
WEG
184
World Equity Group
Illinois
$390K +$2.96K +42 +0.8%
TFA
185
Transamerica Financial Advisors
Florida
$388K -$49.5K -704 -11%
BAM
186
Belpointe Asset Management
Nevada
$384K -$8.94K -127 -2%
FWP
187
Firethorn Wealth Partners
Georgia
$383K -$14.6K -208 -4%
CF
188
Centaurus Financial
California
$376K +$62.6K +890 +20%
PCA
189
Prosperity Capital Advisors
Ohio
$372K +$376K +5,348 New
MA
190
Mutual Advisors
Nebraska
$369K -$171K -2,428 -31%
LSA
191
Lion Street Advisors
Texas
$367K +$252K +3,587 New
AAM
192
Advisors Asset Management
Colorado
$367K +$2.46K +35 +0.7%
ORC
193
O'Rourke & Company
Massachusetts
$367K -$54.7K -777 -13%
FCA
194
FinTrust Capital Advisors
South Carolina
$358K -$17.4K -248 -5%
BWM
195
Baystate Wealth Management
Massachusetts
$353K +$26.9K +382 +8%
VWM
196
Venturi Wealth Management
Texas
$344K -$16.5K -235 -5%
SPAS
197
Spectrum Planning & Advisory Services
California
$341K -$215K -3,056 -38%
IWN
198
Independent Wealth Network
Iowa
$332K +$2.81K +40 +0.8%
IA
199
IFG Advisory
Georgia
$331K +$22.1K +314 +7%
WP
200
WealthPLAN Partners
Nebraska
$329K +$312K +4,430 New
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