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iShares iBoxx $ High Yield Corporate Bond ETF
HYG

Name Holding Trade Value Shares
Change 		Change in
Stake
OFG
651
Omega Financial Group
California
$405K +$12.2K +152 +3%
1L
652
10Elms LLP
Oklahoma
$405K – – –
WWMP
653
Wagner Wealth Management (Pennsylvania)
Pennsylvania
$402K +$49.9K +620 +14%
DC
654
Davenport & Co
Virginia
$401K +$24K +298 +6%
FCIM
655
Fairview Capital Investment Management
California
$400K -$12.9K -160 -3%
HTC
656
Haverford Trust Company
Pennsylvania
$400K – – –
EGA
657
E&G Advisors
Texas
$398K – – –
SWA
658
Stratos Wealth Advisors
Ohio
$397K -$322 -4 -0.1%
PPC
659
Pennington Partners & Co
Maryland
$397K -$4.99K -62 -1%
CAG
660
Crestwood Advisors Group
Massachusetts
$392K – – –
HWM
661
Heirloom Wealth Management
Colorado
$392K +$396K +4,924 New
CL
662
Cabana LLC
Arkansas
$390K -$163K -2,023 -29%
PEWA
663
Pacific Excel Wealth Advisors
California
$390K +$394K +4,897 New
CT
664
Colonial Trust
South Carolina
$386K -$12.8K -159 -3%
EC
665
Estate Counselors
Wisconsin
$386K +$175K +2,175 +81%
AWP
666
Axis Wealth Partners
Rhode Island
$385K -$39.7K -493 -9%
EI
667
EFG International
$382K – – –
SA
668
Stewardship Advisors
Pennsylvania
$382K – – –
RW
669
Rockport Wealth
Ohio
$380K -$67.6K -840 -15%
FFG
670
Forum Finance Group
$376K +$476K +5,920 New
AWE
671
Avidian Wealth Enterprises
Texas
$375K -$26.1K -324 -6%
SF
672
SWP Financial
California
$375K +$175K +2,179 +86%
GSEP
673
Golden State Equity Partners
California
$374K +$137K +1,709 +57%
RFWA
674
RPg Family Wealth Advisory
Massachusetts
$373K -$2.57K -32 -0.7%
RIP
675
RAM Investment Partners
Washington
$372K +$65.5K +814 +21%
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