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iShares Fallen Angels USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HWMA
251
Heritage Wealth Management (Arizona)
Arizona
$212K +$84.4K +2,802 +66%
SMH
252
Sanders Morris Harris
Texas
$204K +$204K +6,781 New
SAM
253
Strategic Asset Management
Minnesota
$191K +$192K +6,380 New
US Bancorp
254
US Bancorp
Minnesota
$175K +$154K +5,100 +729%
GRP
255
Global Retirement Partners
California
$157K +$34.3K +1,137 +28%
SWM
256
Selective Wealth Management
Virginia
$128K +$128K +4,261 New
CFA
257
Cahill Financial Advisors
Minnesota
$99K +$99.5K +3,301 New
GWM
258
Geneos Wealth Management
Colorado
$98K -$15.3K -508 -13%
BWM
259
Baystate Wealth Management
Massachusetts
$97K +$38.5K +1,278 +66%
AA
260
Ancora Advisors
Ohio
$82K -$26.2K -870 -24%
SL
261
Savior LLC
Massachusetts
$65K +$39.6K +1,315 +153%
Simplex Trading
262
Simplex Trading
Illinois
$44K -$3.01K -100 -6%
FA
263
Fortis Advisors
Pennsylvania
$39K +$22.3K +741 +133%
FGAM
264
Financial Gravity Asset Management
Texas
$30K
NFSG
265
Newbridge Financial Services Group
Florida
$30K +$29.9K +993 +11,033%
Fidelity Investments
266
Fidelity Investments
Massachusetts
$27K +$20.7K +688 +304%
BFEC
267
Benjamin F. Edwards & Company
Missouri
$25K -$5.93K -197 -19%
GM
268
GeoWealth Management
Illinois
$21K -$43.2K -1,435 -67%
FFA
269
Founders Financial Alliance
North Carolina
$20K +$6.81K +226 +51%
Northwestern Mutual Wealth Management
270
Northwestern Mutual Wealth Management
Wisconsin
$11K +$4.85K +161 +82%
AWM
271
Avior Wealth Management
Nebraska
$10K +$60 +2 +0.6%
HA
272
Herold Advisors
New York
$10K +$10.8K +360 New
GEA
273
Glen Eagle Advisors
New Jersey
$8.34K
BMD
274
Better Money Decisions
New Mexico
$8K +$7.65K +254 New
CAAS
275
Capital Asset Advisory Services
Michigan
$7K