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iShares Fallen Angels USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WAP
151
Wealthcare Advisory Partners
Pennsylvania
$454K +$238K +8,720 +114%
FCIS
152
First Citizens Investor Services
North Carolina
$453K +$444K +16,296 New
IFG
153
Independent Financial Group
California
$447K +$163 +6 +0%
BFA
154
Beacon Financial Advisory
Ohio
$441K +$33.9K +1,246 +9%
SW
155
Simplicity Wealth
New Jersey
$440K -$39.5K -1,450 -8%
KFS
156
Kaizen Financial Strategies
California
$418K +$2.64K +97 +0.6%
GSEP
157
Golden State Equity Partners
California
$417K +$15.2K +557 +4%
Baird Financial Group
158
Baird Financial Group
Wisconsin
$416K -$899 -33 -0.2%
Rockefeller Capital Management
159
Rockefeller Capital Management
New York
$414K -$1.09M -39,887 -73%
JWCA
160
J.W. Cole Advisors
Florida
$391K -$7.36K -270 -2%
PFG
161
PAX Financial Group
Texas
$381K -$2.72K -100 -0.7%
IWC
162
Infinity Wealth Counsel
Ohio
$375K -$20.4K -750 -5%
TWCA
163
Two West Capital Advisors
Kansas
$370K +$1.99K +73 +0.5%
MP
164
McDonald Partners
Ohio
$369K
MIA
165
MMBG Investment Advisors
Florida
$346K +$62.7K +2,300 +23%
Vontobel Holding
166
Vontobel Holding
Switzerland
$333K +$54.5K +2,000 +20%
BRIA
167
Balanced Rock Investment Advisors
Massachusetts
$333K +$22.4K +822 +7%
WCM
168
Winebrenner Capital Management
Kentucky
$332K +$21.9K +805 +7%
USCWA
169
U.S. Capital Wealth Advisors
Texas
$329K -$32.6K -1,197 -9%
AWA
170
Arete Wealth Advisors
Illinois
$319K +$35.6K +1,306 +13%
LSWP
171
Liberty Square Wealth Partners
Pennsylvania
$316K
BRWA
172
B. Riley Wealth Advisors
Florida
$302K -$40.2K -1,474 -12%
Bank of New York Mellon
173
Bank of New York Mellon
New York
$296K -$3.53M -129,481 -92%
SP
174
Sequent Planning
Nebraska
$295K +$25.6K +939 +10%
P
175
&Partners
Tennessee
$292K -$23.6K -865 -8%