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iShares Fallen Angels USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
I
176
INVST
Indiana
$470K +$69.5K +2,777 +18%
CCWA
177
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$469K -$119K -4,776 -21%
AssetMark Inc
178
AssetMark Inc
California
$443K -$4.03K -161 -0.9%
SPC
179
Sigma Planning Corp
Michigan
$436K -$106K -4,240 -20%
GSEP
180
Golden State Equity Partners
California
$423K +$418K +16,692 New
MWM
181
Mission Wealth Management
California
$391K +$386K +15,418 New
GWM
182
Geneos Wealth Management
Colorado
$383K +$250K +10,012 +196%
Vontobel Holding
183
Vontobel Holding
Switzerland
$381K
NCM
184
Northwest Capital Management
Oregon
$373K -$20.6K -823 -5%
KWS
185
Keystone Wealth Services
California
$372K +$11.6K +463 +3%
CWA
186
Clearview Wealth Advisors
Oregon
$363K -$36.8K -1,470 -9%
IA
187
IFP Advisors
Florida
$363K -$185K -7,408 -34%
IWM
188
IHT Wealth Management
Illinois
$355K +$650 +26 +0.2%
NWA
189
Navis Wealth Advisors
New York
$354K +$4.63K +185 +1%
HPM
190
Hoxton Planning & Management
West Virginia
$354K -$114K -4,567 -25%
TWM
191
Tradition Wealth Management
Minnesota
$352K +$8.33K +333 +2%
AAM
192
Advisors Asset Management
Colorado
$349K +$7.91K +316 +2%
CFG
193
Cooper Financial Group
California
$346K +$25 +1 +0%
FFA
194
Farther Finance Advisors
California
$344K +$37.7K +1,505 +12%
AWA
195
Arete Wealth Advisors
Illinois
$344K -$21.3K -850 -6%
SIS
196
Strategic Investment Solutions
Illinois
$343K -$119K -4,758 -26%
KPWS
197
Kestra Private Wealth Services
Texas
$343K -$3.43K -137 -1%
IA
198
IFG Advisory
Georgia
$337K -$38.1K -1,522 -10%
AIP
199
Almanack Investment Partners
Pennsylvania
$334K +$329K +13,161 New
CFD
200
Creative Financial Designs
Indiana
$319K -$22.2K -888 -7%