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iShares Fallen Angels USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IFG
151
Independent Financial Group
California
$428K +$216 +8 +0%
IWM
152
IHT Wealth Management
Illinois
$397K -$439K -16,232 -52%
SCA
153
Snowden Capital Advisors
New York
$389K -$19.2K -709 -5%
IWC
154
Infinity Wealth Counsel
Ohio
$387K +$392K +14,500 New
FFA
155
Farther Finance Advisors
California
$381K +$150K +5,545 +64%
KWA
156
Kingswood Wealth Advisors
California
$379K +$383K +14,179 New
ASN
157
Advisory Services Network
Georgia
$377K -$10.3K -381 -3%
Rockefeller Capital Management
158
Rockefeller Capital Management
New York
$371K -$28.8K -1,067 -7%
USCWA
159
U.S. Capital Wealth Advisors
Texas
$356K +$7.52K +278 +2%
GSEP
160
Golden State Equity Partners
California
$354K +$48.7K +1,800 +16%
NA
161
NewEdge Advisors
Louisiana
$347K +$91.5K +3,384 +35%
FAIM
162
Financial Advocates Investment Management
Washington
$345K -$4.22K -156 -1%
BRWA
163
B. Riley Wealth Advisors
Florida
$322K -$307K -11,363 -49%
MP
164
McDonald Partners
Ohio
$321K
FHA
165
First Horizon Advisors
Tennessee
$320K +$56.7K +2,099 +21%
CIA
166
Concurrent Investment Advisors
Florida
$310K +$81.1K +3,001 +35%
CW
167
CreativeOne Wealth
Kansas
$309K -$565K -20,916 -64%
LSWP
168
Liberty Square Wealth Partners
Pennsylvania
$307K +$307K +11,373 New
AWA
169
Arete Wealth Advisors
Illinois
$301K +$73.3K +2,710 +32%
SP
170
Sequent Planning
Nebraska
$300K +$14.5K +536 +5%
SW
171
SteelPeak Wealth
California
$296K -$1.55M -57,274 -84%
WCM
172
Winebrenner Capital Management
Kentucky
$281K +$285K +10,536 New
PI
173
PFG Investments
New York
$280K -$89.4K -3,305 -24%
RFA
174
Reyes Financial Architecture
California
$277K +$280K +10,361 New
BRIA
175
Balanced Rock Investment Advisors
Massachusetts
$276K +$26.3K +971 +10%