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iShares iBoxx $ High Yield Corporate Bond ETF
HYG

Name Holding Trade Value Shares
Change 		Change in
Stake
CSIA
801
Charles Schwab Investment Advisory
California
– -$691K -7,855 Closed
BIA
802
Biondo Investment Advisors
Pennsylvania
– -$684K -7,780 Closed
SAM
803
Secure Asset Management
Michigan
– -$662K -7,531 Closed
WP
804
WealthSource Partners
California
– -$627K -7,129 Closed
CRC
805
Curi RMB Capital
Illinois
– -$625K -7,105 Closed
MWM
806
Mattern Wealth Management
Kansas
– -$611K -6,947 Closed
AAS
807
Annex Advisory Services
Wisconsin
– -$603K -6,860 Closed
SAM
808
Strategy Asset Managers
California
– -$602K -6,846 Closed
JIR
809
James Investment Research
Ohio
– -$589K -6,700 Closed
WCWM
810
Wooster Corthell Wealth Management
Connecticut
– -$547K -6,221 Closed
MAM
811
Meeder Asset Management
Ohio
– -$520K -6,159 -100%
TF
812
Tompkins Financial
New York
– -$486K -5,525 Closed
CCM
813
Coldstream Capital Management
Washington
– -$463K -5,270 Closed
PFA
814
Pinnacle Family Advisors
Missouri
– -$462K -5,257 Closed
RRWA
815
Rainey & Randall Wealth Advisors
Florida
– -$461K -5,237 Closed
DE
816
Day & Ennis
Georgia
– -$450K -5,122 Closed
TF
817
Trek Financial
Arizona
– -$433K -4,929 Closed
AFS
818
Aft Forsyth & Sober
Florida
– -$418K -4,750 Closed
IWP
819
Icon Wealth Partners
Texas
– -$386K -4,394 Closed
CGFA
820
Colton Groome Financial Advisors
North Carolina
– -$384K -4,370 Closed
NWP
821
Northstar Wealth Partners
Connecticut
– -$367K -4,181 Closed
PBF
822
Petix & Botte Financial
California
– -$292K -3,301 Closed
CRWM
823
Castle Rock Wealth Management
California
– -$285K -3,239 Closed
ICM
824
Islay Capital Management
Texas
– -$275K -3,131 Closed
LP
825
LGL Partners
Pennsylvania
– -$274K -3,112 Closed
31 32
33
34 35