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iShares iBoxx $ High Yield Corporate Bond ETF
HYG

Name Holding Trade Value Shares
Change 		Change in
Stake
SXL
576
Summit X LLC
Missouri
$274K +$45.6K +566 +20%
PCA
577
Personal Capital Advisors
California
$274K +$49.9K +619 +23%
BDF
578
Black Diamond Financial
Maryland
$273K +$161 +2 +0.1%
SFI
579
SPC Financial Inc
Maryland
$273K +$7.66K +95 +3%
FANJ
580
Financial Architects (New Jersey)
New Jersey
$270K +$81 +1 +0%
LWM
581
Liberty Wealth Management
California
$268K +$233K +2,885 +502%
AW
582
Avion Wealth
Texas
$267K -$269K -3,335 -51%
CF
583
Copperwynd Financial
Arizona
$264K +$260K +3,232 New
PCS
584
Personal CFO Solutions
New Jersey
$262K -$1.05M -13,079 -80%
SMC
585
Smith, Moore & Co
Missouri
$257K – – –
WWM
586
Western Wealth Management
Colorado
$255K -$35.1K -436 -12%
VSWA
587
Vontobel Swiss Wealth Advisors
Switzerland
$253K – – –
GL
588
Graypoint LLC
New York
$252K – – –
BSB
589
Bangor Savings Bank
Maine
$251K +$24.3K +301 +11%
RG
590
Retirement Group
California
$250K +$247K +3,060 New
PWA
591
Physician Wealth Advisors
Utah
$249K +$236K +2,927 New
MPWT
592
MassMutual Private Wealth & Trust
Connecticut
$247K +$61.7K +766 +34%
AWE
593
Avidian Wealth Enterprises
Texas
$247K +$244K +3,028 New
ICM
594
IMS Capital Management
Oregon
$246K -$43.5K -540 -15%
CL
595
CSS LLC
Illinois
$245K -$1.37M -17,000 -85%
CSIC
596
Clifford Swan Investment Counsel
California
$245K – – –
IP
597
Intellectus Partners
California
$245K +$242K +3,000 New
PCP
598
Proficio Capital Partners
Massachusetts
$245K +$242K +3,000 New
SWA
599
Stratos Wealth Advisors
Ohio
$244K +$219K +2,714 +994%
JLBC
600
J.L. Bainbridge & Co
Florida
$242K – – –
22 23
24
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