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iShares 0-5 Year High Yield Corporate Bond ETF
SHYG

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
226
Spire Wealth Management
Virginia
$751K -$176K -3,839 -19%
RWM
227
Ritholtz Wealth Management
New York
$740K +$14.5K +317 +2%
SAM
228
Strategy Asset Managers
California
$734K -$15.8K -345 -2%
SC
229
Sierra Capital
Florida
$734K +$41.7K +912 +6%
CAG
230
Csenge Advisory Group
Florida
$724K -$24.8K -542 -3%
QWM
231
Quaker Wealth Management
New Jersey
$719K +$720K +15,729 New
T
232
TNF
Montana
$708K +$720K +15,728 New
SA
233
Shilanski & Associates
Alaska
$705K +$36.6K +801 +5%
BOPW
234
Brandywine Oak Private Wealth
Pennsylvania
$696K +$34.2K +747 +5%
PIMG
235
Patriot Investment Management Group
Tennessee
$690K +$19.9K +435 +3%
CIAS
236
CFS Investment Advisory Services
New Jersey
$664K +$665K +14,536 New
TCM
237
Triumph Capital Management
Colorado
$658K +$658K +14,393 New
FAIM
238
Financial Advocates Investment Management
Washington
$653K +$3.84K +84 +0.6%
NA
239
NewEdge Advisors
Louisiana
$641K -$62.4K -1,365 -9%
MA
240
Mutual Advisors
Nebraska
$637K -$61.5K -1,345 -9%
IA
241
IFP Advisors
Florida
$633K -$42.5K -930 -6%
ML
242
McAdam LLC
Pennsylvania
$630K -$29.7K -649 -4%
KPWS
243
Kestra Private Wealth Services
Texas
$625K +$626K +13,679 New
BA
244
Bellwether Advisors
Nebraska
$618K – – –
BAM
245
Belpointe Asset Management
Nevada
$613K +$16.9K +370 +3%
SB
246
Strategic Blueprint
Georgia
$609K -$38.9K -850 -6%
BTWM
247
Baker Tilly Wealth Management
Wisconsin
$602K +$271K +5,916 +81%
PWM
248
Penobscot Wealth Management
Maine
$589K +$29.4K +643 +5%
FA
249
FDx Advisors
Illinois
$578K +$7.73K +169 +1%
IWP
250
Icon Wealth Partners
Texas
$574K -$89.8K -1,963 -14%
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10
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