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iShares iBoxx $ High Yield Corporate Bond ETF
HYG

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
701
Concorde Asset Management
Michigan
$330K -$18.1K -224 -5%
PWPS
702
Pinnacle Wealth Planning Services
Ohio
$330K -$349K -4,331 -51%
BC
703
Barrett & Company
Rhode Island
$328K +$2.9K +36 +0.9%
SW
704
SVB Wealth
Massachusetts
$327K -$59.1K -733 -15%
SAI
705
Savvy Advisors Inc
New York
$325K +$325K +4,029 New
KIM
706
Kestra Investment Management
Texas
$319K +$38.4K +477 +14%
FHC
707
First Horizon Corporation
Tennessee
$316K – – –
SWM
708
Spire Wealth Management
Virginia
$315K +$3.79K +47 +1%
MGIA
709
Moneta Group Investment Advisors
Missouri
$314K +$18.7K +232 +6%
GSWM
710
Golden State Wealth Management
California
$312K – – –
RIP
711
RAM Investment Partners
Washington
$312K +$20.2K +251 +7%
PCA
712
Prosperity Capital Advisors
Ohio
$310K -$387K -4,806 -56%
FAG
713
Fortitude Advisory Group
Washington
$310K +$12.1K +150 +4%
SWP
714
Sagespring Wealth Partners
Tennessee
$310K -$8.54K -106 -3%
MIA
715
MMBG Investment Advisors
Florida
$308K – – –
SAM
716
Smartleaf Asset Management
Massachusetts
$308K +$186K +2,313 +154%
VDC
717
Van Diest Capital
Iowa
$306K +$306K +3,792 New
1CP
718
17 Capital Partners
Arizona
$305K +$46.5K +577 +18%
AL
719
ARWA LLC
Texas
$304K +$304K +3,770 New
CT
720
Caldwell Trust
Florida
$303K -$6.45K -80 -2%
FH
721
FWG Holdings
Florida
$303K -$589K -7,307 -66%
MAS
722
Madden Advisory Services
Florida
$303K +$9.11K +113 +3%
MAM
723
MMA Asset Management
Pennsylvania
$300K -$79.8K -990 -21%
IWA
724
Independent Wealth Advisors
North Carolina
$300K +$300K +3,718 New
HGWM
725
Horst & Graben Wealth Management
Oregon
$299K -$35.5K -441 -11%
27 28
29
30 31