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iShares Fallen Angels USD Bond ETF
FALN

Name Holding Trade Value Shares
Change 		Change in
Stake
CFGS
76
Concourse Financial Group Securities
Alabama
$1.29M -$119K -4,731 -9%
KAS
77
Kestra Advisory Services
Texas
$1.28M -$2.18M -86,930 -63%
PA
78
PFG Advisors
Arizona
$1.27M -$850K -33,879 -40%
BRWA
79
B. Riley Wealth Advisors
Florida
$1.26M +$27.3K +1,088 +2%
SHIM
80
Stone House Investment Management
Pennsylvania
$1.18M -$25 -1 -0%
JWCA
81
J.W. Cole Advisors
Florida
$1.14M +$1.14M +45,234 New
T
82
TNF
Montana
$1.14M -$108K -4,286 -9%
LWA
83
Lineweaver Wealth Advisors
Ohio
$1.12M +$1.21K +48 +0.1%
APW
84
Austin Private Wealth
Texas
$1.08M -$23K -915 -2%
FIM
85
Freedom Investment Management
Connecticut
$1.07M -$7.3K -291 -0.7%
MOS
86
MGO One Seven
Ohio
$1.06M +$1.05M +41,996 New
WAS
87
Wealth Advisory Solutions
Indiana
$1.04M +$23.3K +929 +2%
CIAS
88
CFS Investment Advisory Services
New Jersey
$1.03M -$372K -14,837 -27%
T
89
TCWP
Ohio
$994K +$595K +23,713 +152%
RJA
90
Raymond James & Associates
Florida
$991K -$672K -26,791 -41%
AAS
91
Avantax Advisory Services
Texas
$989K +$124K +4,947 +14%
AFP
92
Ausdal Financial Partners
Iowa
$981K -$35.4K -1,412 -4%
PFG
93
PAX Financial Group
Texas
$981K -$104K -4,124 -10%
FLA
94
Financial Life Advisors
Texas
$962K +$29.4K +1,173 +3%
LWM
95
Liberty Wealth Management
California
$960K +$953K +37,977 New
NAM
96
NTV Asset Management
West Virginia
$956K – – –
OWA
97
One Wealth Advisors
California
$941K -$17.1K -683 -2%
VFM
98
Valley Financial Management
New York
$939K -$354K -14,118 -28%
WFC
99
Western Financial Corp
California
$913K -$35.1K -1,400 -4%
DWT
100
Dorsey & Whitney Trust
South Dakota
$910K – – –
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4
5 6