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iShares 0-5 Year High Yield Corporate Bond ETF
SHYG

Name Holding Trade Value Shares
Change 		Change in
Stake
I
426
INVST
Indiana
– -$2.62M -57,596 Closed
SPAS
427
Spectrum Planning & Advisory Services
California
– -$2.56M -56,230 Closed
4WM
428
4J Wealth Management
Virginia
– -$1.72M -37,856 Closed
TF
429
Trek Financial
Arizona
– -$1.68M -36,897 Closed
AWE
430
Avidian Wealth Enterprises
Texas
– -$1.61M -35,489 Closed
SWM
431
SigFig Wealth Management
California
– -$1.37M -30,123 Closed
FIA
432
Foundations Investment Advisors
Arizona
– -$1.31M -28,856 Closed
PPP
433
Private Portfolio Partners
New Jersey
– -$1.25M -27,569 Closed
BWAM
434
Boyd Watterson Asset Management
Ohio
– -$1.05M -23,047 Closed
VWM
435
Venturi Wealth Management
Texas
– -$1.05M -23,017 Closed
VC
436
Vicus Capital
Pennsylvania
– -$1.02M -22,355 Closed
VAS
437
Vestmark Advisory Solutions
Massachusetts
– -$905K -19,914 Closed
PCG
438
Private Capital Group
Connecticut
– -$893K -19,649 Closed
BCA
439
Biltmore Capital Advisors
New Jersey
– -$889K -19,575 Closed
RIA
440
Regal Investment Advisors
Michigan
– -$760K -16,723 Closed
TPWA
441
TRUE Private Wealth Advisors
Oregon
– -$743K -16,354 Closed
WIA
442
World Investment Advisors
California
– -$661K -14,455 Closed
VC
443
Veracity Capital
Georgia
– -$593K -13,042 Closed
RSWM
444
Robertson Stephens Wealth Management
California
– -$576K -12,688 Closed
BSAM
445
Blue Sky Asset Management
Colorado
– -$564K -12,388 Closed
TFA
446
Teamwork Financial Advisors
Texas
– -$543K -11,945 Closed
CWM
447
Cornerstone Wealth Management
Missouri
– -$535K -11,779 Closed
Fisher Asset Management
448
Fisher Asset Management
Washington
– -$504K -11,096 Closed
LA
449
LexAurum Advisors
Kansas
– -$491K -10,809 Closed
TPA
450
Trivium Point Advisory
Connecticut
– -$365K -8,038 Closed
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18
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