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iShares Fallen Angels USD Bond ETF
FALN

Name Holding Trade Value Shares
Change 		Change in
Stake
TF
101
Trek Financial
Arizona
$1.65M +$982K +39,055 +131%
BHWM
102
Bay Harbor Wealth Management
Maryland
$1.62M -$386K -15,327 -18%
CC
103
Copperleaf Capital
North Carolina
$1.57M -$1.47M -58,587 -47%
FCA
104
FLC Capital Advisors
California
$1.54M -$2.66M -105,730 -62%
SMG
105
Spectrum Management Group
Indiana
$1.51M +$1.59M +63,327 +78,181%
BFG
106
Buttonwood Financial Group
Missouri
$1.51M -$325K -12,927 -17%
AAS
107
Avantax Advisory Services
Texas
$1.45M -$41K -1,628 -3%
VFM
108
Valley Financial Management
New York
$1.42M +$1.49M +59,323 New
WP
109
WealthShield Partners
North Carolina
$1.41M -$195K -7,735 -12%
UCFA
110
United Capital Financial Advisors
Texas
$1.4M +$183K +7,287 +14%
PAMG
111
Patton Albertson Miller Group
Tennessee
$1.38M -$38.5K -1,532 -3%
SCA
112
Snowden Capital Advisors
New York
$1.36M -$711K -28,262 -33%
USCWA
113
U.S. Capital Wealth Advisors
Texas
$1.36M +$1.18M +47,015 +469%
BCM
114
Brookstone Capital Management
Illinois
$1.33M -$1.03M -41,082 -42%
MBT
115
Montecito Bank & Trust
California
$1.33M -$89K -3,539 -6%
SL
116
Sentinus LLC
Illinois
$1.32M +$1.28M +50,823 New
PA
117
Parallel Advisors
California
$1.31M -$2.82M -112,037 -67%
CWS
118
Cypress Wealth Services
California
$1.29M -$454K -18,048 -25%
PFA
119
Pettinga Financial Advisors
Indiana
$1.28M -$1.61M -63,923 -54%
MA
120
Mutual Advisors
Nebraska
$1.18M +$188K +7,476 +18%
WWG
121
West Wealth Group
California
$1.18M -$856K -34,038 -41%
OPS
122
Orion Portfolio Solutions
Nebraska
$1.14M -$117K -4,662 -9%
AFP
123
Ausdal Financial Partners
Iowa
$1.14M -$80.7K -3,210 -6%
FIM
124
Freedom Investment Management
Connecticut
$1.09M -$98.4K -3,913 -8%
SWM
125
Spire Wealth Management
Virginia
$1.08M -$2.3M -91,359 -67%
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5
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