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iShares iBoxx $ High Yield Corporate Bond ETF
HYG

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
701
GDS Wealth Management
Texas
$261K -$31.5K -408 -11%
PO
702
Private Ocean
California
$261K – – –
BC
703
Bricktown Capital
Michigan
$260K – – –
NRI
704
NFP Retirement Inc
California
$258K +$2.63K +34 +1%
ORC
705
O'Rourke & Company
Massachusetts
$254K +$253K +3,270 New
SRSA
706
S.R. Schill & Associates
Washington
$251K +$36.8K +476 +17%
BWP
707
Balboa Wealth Partners
Arizona
$250K -$722K -9,339 -74%
BDF
708
Black Diamond Financial
Maryland
$248K – – –
PWPS
709
Pinnacle Wealth Planning Services
Ohio
$248K – – –
DT
710
Diversified Trust
Tennessee
$248K +$16.6K +215 +7%
VCP
711
Verus Capital Partners
Arizona
$246K +$25.7K +332 +12%
FWTB
712
First Western Trust Bank
Colorado
$240K – – –
VCM
713
Vivaldi Capital Management
Illinois
$239K -$33.8K -437 -12%
NEPPG
714
New England Professional Planning Group
Rhode Island
$236K – – –
USCWA
715
U.S. Capital Wealth Advisors
Texas
$236K +$19.3K +250 +9%
WA
716
WBH Advisory
Maryland
$235K -$35.7K -462 -13%
NAS
717
Nicolet Advisory Services
Wisconsin
$235K -$137K -1,777 -37%
D
718
Diversified
Delaware
$234K +$233K +3,009 New
QWP
719
Quotient Wealth Partners
Texas
$234K -$899K -11,627 -79%
AM
720
AGF Management
Ontario, Canada
$233K -$30.9K -400 -12%
FDCDDQ
721
Federation des caisses Desjardins du Quebec
Quebec, Canada
$232K +$78.3K +1,013 +51%
DCM
722
Discovery Capital Management
Connecticut
$232K +$12.2K +158 +6%
MWM
723
Mittelman Wealth Management
Massachusetts
$229K +$227K +2,941 New
JEST
724
JTC Employer Solutions Trustee
Jersey
$225K – – –
CFG
725
Cooper Financial Group
California
$224K +$223K +2,884 New
27 28
29
30 31