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iShares Fallen Angels USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
51
Synergy Asset Management
Washington
$3.88M +$3.81M +139,716 New
ACM
52
Ashford Capital Management
Delaware
$3.86M +$3.78M +138,793 New
KAS
53
Kestra Advisory Services
Texas
$3.75M +$185K +6,782 +5%
DWM
54
Diversify Wealth Management
Utah
$3.56M +$147K +5,387 +4%
KIA
55
Kraematon Investment Advisors
Massachusetts
$3.5M -$99.8K -3,665 -3%
IPW
56
Impact Partnership Wealth
Georgia
$3.48M +$1.55M +56,823 +83%
Allianz Asset Management
57
Allianz Asset Management
Germany
$3.45M
IP
58
Ignite Planners
California
$3.43M -$144K -5,270 -4%
Envestnet Portfolio Solutions
59
Envestnet Portfolio Solutions
Illinois
$3.42M -$1.06M -38,820 -24%
US Bancorp
60
US Bancorp
Minnesota
$3.16M +$132K +4,843 +4%
GMA
61
Glassy Mountain Advisors
Maryland
$3.07M -$300K -11,001 -9%
MG
62
Marex Group
$3.06M +$1.23M +45,141 +69%
MML Investors Services
63
MML Investors Services
Massachusetts
$3.06M -$9.19M -337,255 -75%
CPG
64
Cornerstone Planning Group
New Jersey
$2.79M +$12.4K +457 +0.5%
NP
65
NorthRock Partners
Minnesota
$2.73M +$2.68M +98,288 New
AWM
66
AE Wealth Management
Kansas
$2.71M +$1.46M +53,467 +121%
Cerity Partners
67
Cerity Partners
New York
$2.65M -$82.3K -3,020 -3%
MNA
68
Manning & Napier Advisors
New York
$2.59M -$57.1K -2,096 -2%
MG
69
Mather Group
Illinois
$2.55M -$308K -11,302 -11%
PPW
70
Parcion Private Wealth
Washington
$2.43M +$295K +10,828 +14%
FCBT
71
First Citizens Bank & Trust
North Carolina
$2.42M +$150K +5,506 +7%
Citigroup
72
Citigroup
New York
$2.41M -$104K -3,826 -4%
PWM
73
Perigon Wealth Management
California
$2.36M +$273K +10,004 +13%
DLCIG
74
D.L. Carlson Investment Group
New Hampshire
$2.24M +$324K +11,894 +17%
FAM
75
Forte Asset Management
New York
$2.18M