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iShares Fallen Angels USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ARG
26
Advisory Resource Group
Oklahoma
$438K +$59.9K +2,316 +13%
SMG
27
Smart Money Group
Texas
$376K +$37.3K +1,441 +9%
WAS
28
Wealth Advisory Solutions
Indiana
$339K +$168K +6,477 +75%
C1AG
29
Client 1st Advisory Group
Florida
$300K -$122K -4,720 -26%
AWM
30
AE Wealth Management
Kansas
$261K +$79.8K +3,085 +36%
SS
31
Simplicity Solutions
Minnesota
$237K +$79.5K +3,073 +41%
CA
32
Continuum Advisory
Idaho
$228K +$269K +10,400 New
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$194K -$142K -5,493 -39%
US Bancorp
34
US Bancorp
Minnesota
$125K -$122K -4,714 -46%
AF
35
Allworth Financial
California
$110K +$41.9K +1,619 +49%
SPIA
36
Steward Partners Investment Advisory
New York
$33K +$38.8K +1,500 New
AIC
37
Ameritas Investment Company
Nebraska
$22K +$25.9K +1,000 New
FCA
38
FinTrust Capital Advisors
South Carolina
$15K
SIM
39
Sonora Investment Management
Arizona
$10K +$11.1K +430 New
UBS Group
40
UBS Group
Switzerland
$9K +$10.9K +422 New
ASN
41
Advisory Services Network
Georgia
$8K -$14.6K -566 -62%
IA
42
IFP Advisors
Florida
$7K +$4.74K +183 +136%
LFG
43
LifePlan Financial Group
Ohio
$3K
NFG
44
Next Financial Group
Texas
$2K +$129 +5 +7%
LS
45
Leelyn Smith
Illinois
$2K +$1.76K +68 New
HighTower Advisors
46
HighTower Advisors
Illinois
-$1.32M -49,426 Closed
DP
47
Denver PWM
Colorado
-$760K -27,942 Closed
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
-$521K -19,228 Closed
WI
49
WrapManager Inc
California
-$330K -12,182 Closed
CPO
50
Cerity Partners OCIO
New York
-$255K -9,299 Closed