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iShares Fallen Angels USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SMH
201
Sanders Morris Harris
Texas
$312K +$308K +12,315 New
DI
202
DFPG Investments
Utah
$307K +$301K +12,041 New
PAMG
203
Patton Albertson Miller Group
Tennessee
$306K -$386K -15,419 -56%
MFA
204
Mayflower Financial Advisors
Massachusetts
$304K +$7.78K +311 +3%
OWA
205
Outlook Wealth Advisors
Texas
$291K +$287K +11,465 New
KWM
206
Keebeck Wealth Management
Illinois
$289K -$425 -17 -0.1%
WA
207
Wealth Alliance
New York
$285K +$6.25K +250 +2%
AWE
208
Avidian Wealth Enterprises
Texas
$281K +$11.4K +455 +4%
PPC
209
Park Place Capital
Alabama
$281K +$5.88K +235 +2%
PIMG
210
Patriot Investment Management Group
Tennessee
$277K
WS
211
Wedbush Securities
California
$275K +$56.8K +2,269 +26%
MHB
212
Midwest Heritage Bank
Iowa
$272K -$29.1K -1,163 -10%
PFGIA
213
Patriot Financial Group Insurance Agency
Massachusetts
$268K -$43.4K -1,735 -14%
FWP
214
Firethorn Wealth Partners
Georgia
$262K +$7.88K +315 +3%
GAA
215
Global Assets Advisory
Florida
$254K +$250K +9,997 New
BTWM
216
Baker Tilly Wealth Management
Wisconsin
$252K -$11.4K -456 -4%
WFAG
217
Worth Financial Advisory Group
North Carolina
$250K
SFO
218
Stokes Family Office
Louisiana
$238K -$63.2K -2,527 -21%
TPWA
219
TRUE Private Wealth Advisors
Oregon
$233K -$52.1K -2,084 -19%
AFO
220
Allie Family Office
Florida
$231K
Wealthfront Advisers
221
Wealthfront Advisers
California
$229K +$5.8K +232 +3%
SL
222
SWMG LLC
Texas
$227K -$7.83K -313 -3%
TWP
223
Tempus Wealth Planning
California
$227K -$18.1K -725 -8%
WWP
224
WR Wealth Planners
Missouri
$226K -$28.4K -1,134 -11%
SFS
225
Security Financial Services
Indiana
$224K +$9.18K +367 +4%