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iShares Fallen Angels USD Bond ETF
FALN

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
301
Mascoma Wealth Management
New Hampshire
$2K +$2.21K +88 New
FMP
302
Financial Management Professionals
Texas
$1K – – –
BWA
303
BDO Wealth Advisors
Florida
$1K +$654 +26 New
SWM
304
Scissortail Wealth Management
Oklahoma
– -$3.3M -110,168 Closed
OMC
305
Old Mission Capital
Illinois
– -$2.69M -109,403 Closed
BS
306
Banco Santander
Spain
– -$1.4M -56,858 Closed
PPP
307
Private Portfolio Partners
New Jersey
– -$1.02M -41,431 Closed
RCS
308
Retirement Capital Strategies
California
– -$944K -38,318 Closed
TFA
309
Teamwork Financial Advisors
Texas
– -$820K -33,316 Closed
JSW
310
Journey Strategic Wealth
New Jersey
– -$796K -32,339 Closed
VC
311
Veracity Capital
Georgia
– -$403K -16,385 Closed
MWM
312
Maripau Wealth Management
Indiana
– -$405K -15,783 Closed
BWM
313
BlackDiamond Wealth Management
New York
– -$383K -15,277 Closed
EA
314
Emerald Advisors
Washington
– -$319K -12,945 Closed
AWM
315
Apollon Wealth Management
South Carolina
– -$282K -11,458 Closed
RSWM
316
Robertson Stephens Wealth Management
California
– -$270K -11,007 Closed
PFA
317
Pinnacle Family Advisors
Missouri
– -$232K -9,406 Closed
GA
318
Gateway Advisory
New Jersey
– -$219K -8,900 Closed
TA
319
TrueWealth Advisors
Alabama
– -$215K -8,740 Closed
KA
320
Kovack Advisors
Florida
– -$206K -8,387 Closed
TWM
321
Trinity Wealth Management
Pennsylvania
– -$204K -8,275 Closed
TCMP
322
Thrive Capital Management (Pennsylvania)
Pennsylvania
– -$201K -8,154 Closed
CA
323
CoreCap Advisors
Michigan
– -$68K -2,762 Closed
RIM
324
Rockbridge Investment Management
New York
– -$66.1K -2,686 Closed
CWP
325
Concord Wealth Partners
Virginia
– -$52K -2,122 Closed
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