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iShares iBoxx $ High Yield Corporate Bond ETF
HYG

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
501
Meeder Asset Management
Ohio
$542K -$6.07M -69,745 -92%
OIA
502
OneDigital Investment Advisors
Kansas
$535K +$53K +609 +11%
CA
503
Clearstead Advisors
Ohio
$532K +$2.26K +26 +0.4%
CMP
504
Courage Miller Partners
Virginia
$532K +$22.3K +256 +4%
PIA
505
Pinion Investment Advisors
Kansas
$531K +$34.6K +398 +7%
NEAM
506
New England Asset Management
Connecticut
$528K -$2.56M -29,415 -83%
KWM
507
Kingsview Wealth Management
Oregon
$516K +$6.18K +71 +1%
AWA
508
Alaska Wealth Advisors
Alaska
$516K +$511K +5,872 New
PCA
509
Personal Capital Advisors
California
$507K +$61.4K +705 +14%
WLIM
510
White Lighthouse Investment Management
Massachusetts
$507K +$104K +1,199 +26%
RFWA
511
RPg Family Wealth Advisory
Massachusetts
$503K -$53.5K -615 -10%
FHA
512
First Horizon Advisors
Tennessee
$496K +$87 +1 +0%
VCA
513
Verdence Capital Advisors
Maryland
$492K +$151K +1,736 +45%
HTC
514
Haverford Trust Company
Pennsylvania
$489K +$46.8K +538 +11%
EPM
515
Elm Partners Management
Pennsylvania
$486K -$175K -2,006 -26%
TF
516
Tompkins Financial
New York
$486K – – –
SFWC
517
Strategic Family Wealth Counselors
New Jersey
$483K +$2.18K +25 +0.5%
PA
518
Parallel Advisors
California
$481K -$41.1K -472 -8%
SW
519
SVB Wealth
Massachusetts
$478K +$70.4K +809 +17%
RIA
520
Realta Investment Advisors
Delaware
$474K -$386K -4,435 -45%
CCM
521
Coldstream Capital Management
Washington
$463K – – –
BCWM
522
Bartlett & Co Wealth Management
Ohio
$462K – – –
PFA
523
Pinnacle Family Advisors
Missouri
$462K +$51K +586 +13%
RRWA
524
Rainey & Randall Wealth Advisors
Florida
$461K +$456K +5,237 New
SWG
525
Summit Wealth Group
Vermont
$456K +$451K +5,180 New
19 20
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