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iShares 0-5 Year High Yield Corporate Bond ETF
SHYG

Name Holding Trade Value Shares
Change 		Change in
Stake
GRP
301
Global Retirement Partners
California
$935K +$182K +4,455 +24%
FW
302
FirstPurpose Wealth
Utah
$935K +$55.1K +1,346 +6%
JIP
303
Jaffetilchin Investment Partners
Florida
$932K +$14.4K +352 +2%
I
304
INVST
Indiana
$920K +$896K +21,904 New
RJT
305
Raymond James Trust
Florida
$919K -$26.6K -650 -3%
AFPL
306
Advus Financial Partners, LLC
Florida
$919K +$919K +22,465 New
CG
307
Colony Group
Massachusetts
$911K +$911K +22,270 New
MW
308
Marcum Wealth
Ohio
$891K -$7.69K -188 -0.9%
WEG
309
World Equity Group
Illinois
$888K +$888K +21,715 New
VWM
310
Venturi Wealth Management
Texas
$861K +$861K +21,057 New
QWM
311
Quaker Wealth Management
New Jersey
$861K -$6.5K -159 -0.7%
MHR
312
Matthew Hamilton Rosenberg
$861K -$60.2K -1,472 -7%
BCI
313
Brinker Capital Investments
Pennsylvania
$856K +$857K +20,937 New
RSWM
314
Robertson Stephens Wealth Management
California
$844K +$845K +20,646 New
PP
315
Prudential plc
United Kingdom
$838K -$270K -6,600 -24%
IFPL
316
Investments & Financial Planning LLC
Kentucky
$832K +$833K +20,353 New
MYIA
317
Mount Yale Investment Advisors
Colorado
$827K +$490K +11,985 +145%
MLM
318
Mount Lucas Management
Pennsylvania
$823K +$823K +20,119 New
DI
319
Disciplined Investments
Oklahoma
$816K -$31K -757 -4%
BWCS
320
Beirne Wealth Consulting Services
Connecticut
$788K -$115K -2,823 -13%
CP
321
Cumberland Partners
Ontario, Canada
$787K – – –
AF
322
Advisornet Financial
Minnesota
$785K +$734K +17,947 +1,446%
SC
323
Sierra Capital
Florida
$784K +$446K +10,898 +132%
C1AG
324
Client 1st Advisory Group
Florida
$778K +$23.9K +585 +3%
AAMA
325
Advanced Asset Management Advisors
Ohio
$769K – – –
11 12
13
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