We are live on ! Find out more
ICVT icon

iShares Convertible Bond ETF
ICVT

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
201
WealthPLAN Partners
Nebraska
$329K +$312K +4,430 New
WIM
202
WealthPlan Investment Management
Nebraska
$329K -$50.6K -719 -14%
FRA
203
FFG Retirement Advisors
Colorado
$328K +$333K +4,726 New
KWM
204
Keebeck Wealth Management
Illinois
$326K +$111K +1,577 +51%
PK
205
Pflug Koory
Nebraska
$325K +$141 +2 +0%
CA
206
Calton & Associates
Florida
$318K -$1.97K -28 -0.6%
GRP
207
Global Retirement Partners
California
$316K +$84.4K +1,199 +36%
KPWS
208
Kestra Private Wealth Services
Texas
$308K -$99.8K -1,418 -24%
SWA
209
Stratos Wealth Advisors
Ohio
$293K +$915 +13 +0.3%
RI
210
Ridgewood Investments
New Jersey
$287K +$6.75K +96 +2%
AWM
211
Apollon Wealth Management
South Carolina
$285K +$289K +4,104 New
ML
212
McAdam LLC
Pennsylvania
$281K -$60K -853 -21%
TCA
213
Transcend Capital Advisors
New Jersey
$270K -$12K -171 -4%
LF
214
Lantz Financial
Illinois
$264K -$63.4K -901 -19%
BCI
215
Brinker Capital Investments
Pennsylvania
$259K +$38.1K +542 +17%
SA
216
Stewardship Advisors
Pennsylvania
$258K -$288K -4,091 -52%
CFG
217
Cooper Financial Group
California
$254K +$14.8K +211 +6%
NA
218
NewEdge Advisors
Louisiana
$253K -$552K -7,844 -20%
RW
219
Regimen Wealth
Georgia
$252K +$255K +3,628 New
CCA
220
Conservest Capital Advisors
Pennsylvania
$250K +$253K +3,602 New
AWA
221
Aletheian Wealth Advisors
Washington
$250K +$253K +3,596 New
T
222
TNF
Montana
$249K -$1.13M -16,128 -83%
MYIA
223
Mount Yale Investment Advisors
Colorado
$241K -$2.81K -40 -1%
TPWA
224
TRUE Private Wealth Advisors
Oregon
$241K -$19.8K -281 -8%
CCA
225
Catalyst Capital Advisors
New York
$240K +$14.1K +200 +6%
7 8
9
10 11