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iShares Convertible Bond ETF
ICVT

Name Holding Trade Value Shares
Change 		Change in
Stake
WIM
201
WealthPlan Investment Management
Nebraska
$329K -$50.6K -719 -14%
FRA
202
FFG Retirement Advisors
Colorado
$328K +$333K +4,726 New
KWM
203
Keebeck Wealth Management
Illinois
$326K +$111K +1,577 +51%
PK
204
Pflug Koory
Nebraska
$325K +$141 +2 +0%
CA
205
Calton & Associates
Florida
$318K -$1.97K -28 -0.6%
GRP
206
Global Retirement Partners
California
$316K +$84.4K +1,199 +36%
KPWS
207
Kestra Private Wealth Services
Texas
$308K -$99.8K -1,418 -24%
SWA
208
Stratos Wealth Advisors
Ohio
$293K +$915 +13 +0.3%
RI
209
Ridgewood Investments
New Jersey
$287K +$6.75K +96 +2%
AWM
210
Apollon Wealth Management
South Carolina
$285K +$289K +4,104 New
ML
211
McAdam LLC
Pennsylvania
$281K -$60K -853 -21%
TCA
212
Transcend Capital Advisors
New Jersey
$270K -$12K -171 -4%
LF
213
Lantz Financial
Illinois
$264K -$63.4K -901 -19%
BCI
214
Brinker Capital Investments
Pennsylvania
$259K +$38.1K +542 +17%
SA
215
Stewardship Advisors
Pennsylvania
$258K -$288K -4,091 -52%
CFG
216
Cooper Financial Group
California
$254K +$14.8K +211 +6%
NA
217
NewEdge Advisors
Louisiana
$253K -$552K -7,844 -20%
RW
218
Regimen Wealth
Georgia
$252K +$255K +3,628 New
CCA
219
Conservest Capital Advisors
Pennsylvania
$250K +$253K +3,602 New
AWA
220
Aletheian Wealth Advisors
Washington
$250K +$253K +3,596 New
T
221
TNF
Montana
$249K -$1.13M -16,128 -83%
MYIA
222
Mount Yale Investment Advisors
Colorado
$241K -$2.81K -40 -1%
TPWA
223
TRUE Private Wealth Advisors
Oregon
$241K -$19.8K -281 -8%
CCA
224
Catalyst Capital Advisors
New York
$240K +$14.1K +200 +6%
EFS
225
Econ Financial Services
Pennsylvania
$231K +$8.09K +115 +4%
7 8
9
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