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iShares Fallen Angels USD Bond ETF
FALN

Name Holding Trade Value Shares
Change 		Change in
Stake
PFGIA
151
Patriot Financial Group Insurance Agency
Massachusetts
$827K +$211K +7,139 +35%
SF
152
Symphony Financial
Texas
$824K +$811K +27,504 New
AAS
153
Avantax Advisory Services
Texas
$822K +$438K +14,832 +118%
NWA
154
Navis Wealth Advisors
New York
$818K +$806K +27,313 New
BAM
155
Belpointe Asset Management
Nevada
$794K +$235K +7,971 +43%
CRWM
156
Castle Rock Wealth Management
California
$783K +$774K +26,235 New
DWT
157
Dorsey & Whitney Trust
South Dakota
$779K – – –
HI
158
Harbour Investments
Wisconsin
$770K +$210K +7,117 +38%
FTUS
159
Flow Traders U.S.
New York
$733K +$721K +24,451 New
OMC
160
Old Mission Capital
Illinois
$727K +$716K +24,261 New
RFG
161
Range Financial Group
Oregon
$726K +$282K +9,565 +65%
VWM
162
Venturi Wealth Management
Texas
$713K +$280K +9,501 +66%
SS
163
Sunbelt Securities
Texas
$704K +$480K +16,283 +228%
PAMG
164
Patton Albertson Miller Group
Tennessee
$682K +$286K +9,711 +74%
FWP
165
Firethorn Wealth Partners
Georgia
$679K -$17.1K -581 -3%
WFC
166
Western Financial Corp
California
$645K +$214K +7,250 +51%
SAM
167
Secure Asset Management
Michigan
$644K +$70.1K +2,377 +12%
VC
168
Veracity Capital
Georgia
$635K +$13.2K +449 +2%
IA
169
IFP Advisors
Florida
$622K +$137K +4,649 +29%
MYIA
170
Mount Yale Investment Advisors
Colorado
$619K -$77.9K -2,642 -11%
PCG
171
Private Capital Group
Connecticut
$582K +$77.7K +2,632 +16%
RIM
172
Rockbridge Investment Management
New York
$581K +$97.9K +3,320 +21%
RSWM
173
Robertson Stephens Wealth Management
California
$580K +$572K +19,375 New
4WM
174
4J Wealth Management
Virginia
$572K +$564K +19,103 New
SC
175
Scotia Capital
Ontario, Canada
$537K -$18.8K -638 -3%
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