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iShares iBoxx $ High Yield Corporate Bond ETF
HYG

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
651
Advisors Capital Management
New Jersey
$396K +$400K +5,033 New
LCM
652
Leisure Capital Management
California
$396K +$399K +5,031 New
HTC
653
Haverford Trust Company
Pennsylvania
$395K – – –
EWA
654
EP Wealth Advisors
California
$394K +$216K +2,719 +119%
GS
655
GTS Securities
Florida
$393K -$82.3M -1,037,002 -100%
SA
656
Stewardship Advisors
Pennsylvania
$392K +$59.1K +745 +18%
WBC
657
West Branch Capital
Massachusetts
$392K +$15.9K +200 +4%
BPAMU
658
BTG Pactual Asset Management US
New York
$390K -$252K -3,180 -39%
WB
659
WesBanco Bank
West Virginia
$390K -$63.6K -801 -14%
HWA
660
Hillcrest Wealth Advisors
New Jersey
$389K +$117K +1,475 +42%
BIP
661
Blueprint Investment Partners
North Carolina
$389K +$392K +4,943 New
CAG
662
Crestwood Advisors Group
Massachusetts
$389K +$101K +1,277 +35%
SG
663
StoneX Group
New York
$379K +$383K +4,824 New
1L
664
10Elms LLP
Oklahoma
$375K +$379K +4,772 New
GWM
665
GK Wealth Management
Nevada
$372K +$376K +4,733 New
SYBT
666
Stock Yards Bank & Trust
Kentucky
$371K – – –
AL
667
Aspiriant LLC
California
$371K +$109K +1,372 +41%
ANTB
668
AMG National Trust Bank
Colorado
$368K +$1.99K +25 +0.5%
CFG
669
Citizens Financial Group
Rhode Island
$366K – – –
KCM
670
Kornitzer Capital Management
Kansas
$365K – – –
WGCA
671
Wolf Group Capital Advisors
Virginia
$364K – – –
MWM
672
Modera Wealth Management
New Jersey
$362K +$16.3K +205 +5%
WANY
673
Wealthspire Advisors (New York)
New York
$362K +$38.3K +483 +12%
WAM
674
Worth Asset Management
Texas
$361K -$125K -1,572 -26%
CMP
675
Coston McIsaac & Partners
Maine
$355K -$73.2K -922 -17%
25 26
27
28 29