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iShares Fallen Angels USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SB
176
Strategic Blueprint
Georgia
$304K +$35.5K +1,336 +13%
CCWA
177
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$290K -$1.89K -71 -0.7%
CCAL
178
City Center Advisors LLC
Michigan
$288K +$284K +10,704 New
Corient Private Wealth
179
Corient Private Wealth
Florida
$283K -$42.2K -1,588 -13%
WS
180
Wedbush Securities
California
$282K -$14.5K -546 -5%
PIMG
181
Patriot Investment Management Group
Tennessee
$279K -$14.7K -555 -5%
AWA
182
Arete Wealth Advisors
Illinois
$277K +$27 +1 +0%
Northwestern Mutual Wealth Management
183
Northwestern Mutual Wealth Management
Wisconsin
$277K +$30.2K +1,135 +12%
QPWM
184
Quadrant Private Wealth Management
Pennsylvania
$274K +$42K +1,581 +18%
VWM
185
VCI Wealth Management
Missouri
$272K -$266 -10 -0.1%
PA
186
Parallel Advisors
California
$268K -$1.33K -50 -0.5%
AAS
187
Avantax Advisory Services
Texas
$255K +$14.7K +553 +6%
KFS
188
Kelly Financial Services
Massachusetts
$252K +$203K +7,640 +434%
WFAG
189
Worth Financial Advisory Group
North Carolina
$249K
AFO
190
Allie Family Office
Florida
$245K -$24M -903,078 -99%
AA
191
AlphaCentric Advisors
Puerto Rico
$240K +$62.3K +2,346 +36%
ACM
192
Absolute Capital Management
Pennsylvania
$236K +$19.4K +731 +9%
PFS
193
Prospera Financial Services
Texas
$235K -$4.84K -182 -2%
IGWM
194
ICA Group Wealth Management
Colorado
$223K +$266 +10 +0.1%
WEG
195
World Equity Group
Illinois
$223K +$220K +8,295 New
MOS
196
MGO One Seven
Ohio
$222K -$706K -26,585 -76%
BRIA
197
Balanced Rock Investment Advisors
Massachusetts
$220K +$218K +8,194 New
SPIA
198
Steward Partners Investment Advisory
New York
$210K +$208K +7,812 +32,550%
SWM
199
Spire Wealth Management
Virginia
$210K -$36.2K -1,361 -15%
NB
200
NBT Bank
New York
$208K -$49.7K -1,869 -19%