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iShares iBoxx $ High Yield Corporate Bond ETF
HYG

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
601
WealthPLAN Partners
Nebraska
$361K +$355K +4,816 New
WIM
602
WealthPlan Investment Management
Nebraska
$361K +$6.71K +91 +2%
GVAG
603
Great Valley Advisor Group
Delaware
$359K +$4.2K +57 +1%
CAL
604
Capital Analysts LLC
Pennsylvania
$358K +$251K +3,405 +234%
AM
605
AGF Management
Ontario, Canada
$357K +$357K +4,845 New
PTC
606
Private Trust Company
Ohio
$356K -$163K -2,205 -31%
AF
607
Allworth Financial
California
$355K -$56.9K -772 -14%
MCCP
608
Mission Creek Capital Partners
California
$354K +$355K +4,813 New
RFN
609
RDA Financial Network
Iowa
$354K +$5.16K +70 +1%
BJL
610
Brighton Jones LLC
Washington
$353K +$56.8K +771 +19%
SOS
611
Silver Oak Securities
Tennessee
$352K +$118K +1,606 +51%
TI
612
Tidal Investments
Wisconsin
$351K -$3.52M -47,686 -91%
CIA
613
Cohen Investment Advisors
New Hampshire
$351K +$56.8K +771 +19%
EE
614
EWG Elevate
California
$350K +$351K +4,756 New
CFG
615
Citizens Financial Group
Rhode Island
$345K +$6.27K +85 +2%
GRP
616
Global Retirement Partners
California
$342K +$45.2K +613 +15%
BCP
617
Berkeley Capital Partners
Georgia
$341K -$51.8K -703 -13%
HWM
618
Howard Wealth Management
Connecticut
$339K +$17K +230 +5%
RPC
619
Rossmore Private Capital
Connecticut
$339K +$340K +4,607 New
MPWT
620
MassMutual Private Wealth & Trust
Connecticut
$338K +$129K +1,744 +61%
CB
621
Community Bank
New York
$334K -$15K -204 -4%
OPS
622
Orion Portfolio Solutions
Nebraska
$331K +$332K +4,497 New
CA
623
Clearstead Advisors
Ohio
$330K +$242K +3,284 +274%
SA
624
Sunesis Advisors
Kansas
$329K – – –
RWA
625
Redmont Wealth Advisors
Illinois
$328K – – –
23 24
25
26 27