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iShares iBoxx $ High Yield Corporate Bond ETF
HYG

Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
626
Sovereign Investment Advisors
Arizona
$477K +$482K +5,997 New
GVAG
627
Great Valley Advisor Group
Delaware
$477K -$116K -1,438 -19%
AFC
628
AFT Forsyth & Company
Florida
$475K -$161 -2 -0%
TWM
629
Tolleson Wealth Management
Texas
$472K -$29.3K -364 -6%
DFG
630
Dynamic Financial Group
Iowa
$468K – – –
TCM
631
Traynor Capital Management
Pennsylvania
$465K +$13.4K +167 +3%
GP
632
Guardian Partners
Canada
$465K +$46.7K +581 +11%
AWA
633
American Wealth Advisors
Georgia
$461K -$13K -162 -3%
FNWM
634
Financial Network Wealth Management
Utah
$460K -$1.29K -16 -0.3%
VFG
635
Victory Financial Group
Texas
$459K -$149K -1,854 -24%
BHPW
636
Box Hill Private Wealth
Arizona
$459K -$60.8K -756 -12%
RPC
637
Rossmore Private Capital
Connecticut
$449K +$10.1K +125 +2%
AUIM
638
Aegon USA Investment Management
Iowa
$444K – – –
WB
639
WesBanco Bank
West Virginia
$440K -$7.08K -88 -2%
SAM
640
Smartleaf Asset Management
Massachusetts
$439K +$141K +1,752 +46%
MFA
641
Mayflower Financial Advisors
Massachusetts
$436K +$41.5K +516 +10%
SWM
642
SigFig Wealth Management
California
$433K -$8.93K -111 -2%
ORC
643
O'Rourke & Company
Massachusetts
$430K -$10.1K -125 -2%
EWS
644
Evergreen Wealth Solutions
Pennsylvania
$429K +$226K +2,806 +108%
PIMG
645
Patriot Investment Management Group
Tennessee
$424K -$51.7K -643 -11%
ACM
646
AUA Capital Management
Pennsylvania
$419K -$54.8K -681 -11%
GW
647
Graetz Wealth
Michigan
$416K +$9.17K +114 +2%
BJL
648
Brighton Jones LLC
Washington
$414K +$419K +5,205 New
OFS
649
OneAscent Financial Services
Alabama
$413K +$418K +5,197 New
DWP
650
Daymark Wealth Partners
Ohio
$410K -$15.4K -192 -4%
24 25
26
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