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iShares Fallen Angels USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LSWP
176
Liberty Square Wealth Partners
Pennsylvania
$305K – – –
BONH
177
Bank of New Hampshire
New Hampshire
$298K +$64.2K +2,385 +27%
SP
178
Sequent Planning
Nebraska
$298K -$3.31K -123 -1%
Corient Private Wealth
179
Corient Private Wealth
Florida
$294K +$30.9K +1,148 +12%
HighTower Advisors
180
HighTower Advisors
Illinois
$286K +$70.2K +2,606 +32%
WCM
181
Winebrenner Capital Management
Kentucky
$283K +$323 +12 +0.1%
BRIA
182
Balanced Rock Investment Advisors
Massachusetts
$281K +$4.31K +160 +2%
PI
183
PFG Investments
New York
$278K -$2.77K -103 -1%
RFA
184
Reyes Financial Architecture
California
$278K – – –
AFG
185
Atomi Financial Group
New York
$276K +$13K +483 +5%
CCM
186
Colorado Capital Management
Colorado
$274K +$276K +10,240 New
AWA
187
Arete Wealth Advisors
Illinois
$266K -$35.4K -1,313 -12%
PA
188
Parallel Advisors
California
$266K – – –
DA
189
Detalus Advisors
Missouri
$264K +$997 +37 +0.4%
WS
190
Wedbush Securities
California
$264K -$1.89K -70 -0.7%
CAS
191
Coppell Advisory Solutions
Texas
$263K -$11.3K -421 -16%
MCC
192
Money Concepts Capital
Florida
$262K -$10.3K -382 -4%
VH
193
Visionary Horizons
Tennessee
$257K +$258K +9,590 New
FHA
194
First Horizon Advisors
Tennessee
$253K -$68.9K -2,558 -21%
PFS
195
Prospera Financial Services
Texas
$250K -$2.29K -85 -0.9%
SPIA
196
Steward Partners Investment Advisory
New York
$249K +$10.9K +403 +5%
IPW
197
Intergy Private Wealth
Colorado
$249K +$6.03K +224 +2%
MWM
198
Mascagni Wealth Management
Mississippi
$248K – – –
NAM
199
NTV Asset Management
West Virginia
$248K – – –
WFAG
200
Worth Financial Advisory Group
North Carolina
$245K – – –