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iShares iBoxx $ High Yield Corporate Bond ETF
HYG

Name Holding Trade Value Shares
Change 		Change in
Stake
EWMCB
676
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$316K – – –
OBWG
677
Onyx Bridge Wealth Group
New York
$314K +$29.4K +339 +10%
KCM
678
Kathmere Capital Management
Pennsylvania
$312K -$8.68K -100 -3%
PAIM
679
Punch & Associates Investment Management
Minnesota
$312K +$303K +3,495 +3,883%
SIM
680
Stratos Investment Management
Ohio
$311K -$111K -1,285 -26%
SF
681
Synovus Financial
Georgia
$310K +$48.9K +564 +19%
EAMA
682
EFG Asset Management (Americas)
Florida
$309K -$23.4K -270 -7%
CGFA
683
Colton Groome Financial Advisors
North Carolina
$306K -$57.6K -664 -16%
SWM
684
Sanctuary Wealth Management
Idaho
$305K -$2K -23 -0.7%
MWC
685
MKD Wealth Coaches
Michigan
$304K -$11K -127 -4%
SSW
686
Stone Summit Wealth
Florida
$304K +$301K +3,475 New
W
687
WealthOne
New York
$302K -$1.08M -12,453 -78%
FPCG
688
Fort Pitt Capital Group
Pennsylvania
$300K – – –
DT
689
Diversified Trust
Tennessee
$300K +$300K +3,453 New
AT
690
American Trust
Kentucky
$298K +$298K +3,429 New
ANTB
691
AMG National Trust Bank
Colorado
$295K – – –
CFG
692
CMC Financial Group
Georgia
$289K +$12.8K +148 +5%
SWA
693
Stratos Wealth Advisors
Ohio
$288K +$6.68K +77 +2%
SWM
694
Southern Wealth Management
Texas
$287K -$31.2K -360 -10%
NL
695
NKCFO LLC
Illinois
$287K – – –
DACG
696
Donor Advised Charitable Giving
California
$286K +$70K +807 +32%
PIA
697
Powell Investment Advisors
Florida
$285K -$5.21K -60 -2%
DFA
698
DHK Financial Advisors
New Hampshire
$285K +$284K +3,276 New
MWA
699
Meridian Wealth Advisors
Texas
$283K – – –
BCV
700
Banque Cantonale Vaudoise
Switzerland
$282K -$88.6K -1,021 -24%
26 27
28
29 30