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iShares iBoxx $ High Yield Corporate Bond ETF
HYG

Name Holding Trade Value Shares
Change 		Change in
Stake
ETIA
451
Epic Trust Investment Advisors
Washington
$1.02M -$542K -7,349 -35%
FA
452
Flagstar Advisors
New York
$1M -$132K -1,784 -12%
BOTW
453
Bank of the West
California
$1M +$256K +3,471 +34%
APP
454
Avantax Planning Partners
Iowa
$996K +$516K +7,002 +107%
RWM
455
Ritholtz Wealth Management
New York
$995K +$20.2K +274 +2%
EPM
456
Elm Partners Management
Pennsylvania
$979K +$435K +5,895 +80%
CT
457
Caldwell Trust
Florida
$975K – – –
SSW
458
Stone Summit Wealth
Florida
$968K +$614K +8,325 +173%
FHA
459
First Horizon Advisors
Tennessee
$967K +$315K +4,270 +48%
CBFP
460
Cedar Brook Financial Partners
Ohio
$962K +$964K +13,072 New
SIM
461
Seaview Investment Managers
Florida
$962K +$5.97K +81 +0.6%
MW
462
MBL Wealth
North Carolina
$960K +$485K +6,573 +102%
JPG
463
Jordan Park Group
California
$952K +$953K +12,926 New
NA
464
NewEdge Advisors
Louisiana
$934K +$71.1K +965 +5%
ACP
465
Aveo Capital Partners
Colorado
$926K +$666K +9,040 +255%
UB
466
UMB Bank
Missouri
$926K -$95.2K -1,291 -9%
MSAGDF
467
Moneda SA Administradora General de Fondos
Chile
$911K -$114K -1,545 -11%
PIMG
468
Patriot Investment Management Group
Tennessee
$898K -$446K -6,052 -34%
SWA
469
Strategies Wealth Advisors
Michigan
$888K +$889K +12,060 New
GWAM
470
Guardian Wealth Advisors (Minnesota)
Minnesota
$878K -$211K -2,860 -19%
MSCM
471
McElhenny Sheffield Capital Management
Texas
$871K +$872K +11,831 New
MYIA
472
Mount Yale Investment Advisors
Colorado
$868K +$869K +11,792 New
AF
473
Advisornet Financial
Minnesota
$861K -$204K -2,763 -19%
NW
474
NewEdge Wealth
Pennsylvania
$860K -$694K -9,409 -45%
KKRC
475
Kohlberg Kravis Roberts & Co
New York
$859K +$860K +11,672 New
17 18
19
20 21