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iShares iBoxx $ High Yield Corporate Bond ETF
HYG

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
651
Modera Wealth Management
New Jersey
$329K +$328K +4,239 New
PFGIA
652
Patriot Financial Group Insurance Agency
Massachusetts
$329K +$327K +4,234 New
EMAM
653
Encompass More Asset Management
California
$328K +$102K +1,326 +46%
WJA
654
Willis Johnson & Associates
Texas
$326K -$17.9M -231,574 -98%
EIA
655
Eldridge Investment Advisors
New Hampshire
$326K -$7.73K -100 -2%
FCM
656
Fortis Capital Management
Washington
$325K +$324K +4,188 New
SFA
657
Sequoia Financial Advisors
Ohio
$322K +$320K +4,142 New
BC
658
Barrett & Company
Rhode Island
$321K -$21.8K -282 -6%
MIA
659
MMBG Investment Advisors
Florida
$319K -$73.4K -950 -19%
CW
660
Channel Wealth
California
$318K -$85.3K -1,104 -21%
BBWP
661
Beacon Bridge Wealth Partners
Pennsylvania
$316K -$414K -5,352 -57%
GFS
662
GYL Financial Synergies
Connecticut
$315K +$2.86K +37 +0.9%
WI
663
Wintrust Investments
Illinois
$307K -$77.9K -1,008 -20%
CB
664
Community Bank
New York
$307K -$2.16K -28 -0.7%
VFPW
665
Vantage Financial Partners (Wisconsin)
Wisconsin
$306K -$9.27K -120 -3%
SS
666
Sound Stewardship
Kansas
$306K -$2.35M -30,413 -89%
LFG
667
Lockerman Financial Group
California
$305K +$304K +3,928 New
CAM
668
Cresset Asset Management
Illinois
$305K +$19.6K +253 +7%
SSCM
669
Spectrum Strategic Capital Management
Oregon
$304K +$4.71K +61 +2%
HFA
670
High Falls Advisors
New York
$301K -$41.7K -539 -12%
HWM
671
Howard Wealth Management
Connecticut
$298K -$11.3K -146 -4%
FAG
672
Fortitude Advisory Group
Washington
$296K – – –
SAS
673
Stelac Advisory Services
New York
$292K +$54.8K +709 +23%
AUIM
674
Aegon USA Investment Management
Iowa
$291K +$31.1K +402 +12%
CA
675
Claro Advisors
Massachusetts
$291K -$8.19K -106 -3%
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