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iShares Convertible Bond ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Leslie D. Thompson Spectrum Wealth Counsel, LLC | 4,489 | $366,831.52 | $509,254.6 | $142,423.08 | 38.83% |
| DWA Duncan Williams Asset Management LLC Duncan Williams Asset Management, LLC | 2,347 | $234,817.32 | $266,255.41 | $31,438.09 | 13.39% |
| FTM F. Thomas Mosley Mosley Wealth Management | 4,485 | $371,383.29 | $508,800.82 | $137,417.53 | 37% |
 Seth Hodes Able Wealth Management LLC | 4,650 | $432,071.61 | $527,519.25 | $95,447.64 | 22.09% |
| CI CacheTech Inc. CacheTech Inc. | 141,110 | $11.28M | $16.01M | $4.73M | 41.89% |
 Darin Pilacinski True Vision MN LLC | 2,061 | $195,180.74 | $233,810.14 | $38,629.4 | 19.79% |
 Philip Smith SWP FINANCIAL LLC | 10,165 | $972,286.28 | $1.15M | $180,882.14 | 18.6% |
 Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 10,030 | $974,133.69 | $1.14M | $164,471.91 | 16.88% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 41,690 | $3.89M | $4.74M | $849,822.21 | 21.87% |
| DMM Dianne Marie Morin SEEDS INVESTOR LLC | 7,686 | $782,357.94 | $873,283.32 | $90,925.38 | 11.62% |
 Perissos Private Wealth Management LLC Perissos Private Wealth Management, LLC | 6,277 | $494,939.21 | $713,004.43 | $218,065.22 | 44.06% |
 DAVID REICHERT Atlatl Advisers LLC | 7,491 | $674,056.21 | $850,902.69 | $176,846.48 | 26.24% |
 Kelly Financial Services LLC Kelly Financial Services LLC | 7,271 | $658,341.19 | $827,367.09 | $169,025.9 | 25.67% |
 David Millar Gen-Wealth Partners Inc | 1,382 | $133,561.64 | $156,946.83 | $23,385.19 | 17.51% |
 Geoffrey A. Frazier Global Financial Private Client, LLC | 13,308 | $1.11M | $1.51M | $400,833.43 | 36.1% |
 Mark R. Satkoski Midwest Capital Advisors, LLC | 10,651 | $976,134.13 | $1.21M | $233,446.68 | 23.92% |
| CCA City Center Advisors LLC City Center Advisors, LLC | 2,912 | $265,963.96 | $330,701.28 | $64,737.32 | 24.34% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 31,236 | $3.18M | $3.55M | $369,521.88 | 11.62% |
 Carmen McClennon WR Wealth Planners, LLC | 135 | $11,295.44 | $15,314.4 | $4,018.96 | 35.58% |
 Jackie Berry Hershey Financial Advisers, LLC | 63,082 | $6.42M | $7.17M | $746,259.84 | 11.62% |
