iShares 0-5 YR HY Corp. BondSHYGETF
13F holders, Q2 2024 (June 30)At the end of Q2 2024, 511 institutions reported holding iShares 0-5 YR HY Corp. Bond (SHYG) in their 13F filings, up 11 from Q1 2024. 50 opened new positions and 42 sold out. The largest holders were Royal Bank of Canada ($493.3M), Bramshill Investments, LLC ($401.9M) and Empower Advisory Group, LLC ($326.1M). One famous investor held it Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- iShares 0-5 YR HY Corp. Bond
- CUSIP
- 46434V407
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 50 | $82.8M |
| Exits | 42 | $66.3M |
All 13F filers, Q1 2024 → Q2 2024: 12,429,837 shares bought and 5,112,890 shares sold, net +7,316,947 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 511 holders
| Royal Bank of Canada | 0.12% | Add +6.2% | 11,690,169 | $493.3M |
| Bramshill Investments, LLC | 43.73% | Add +38.1% | 9,523,136 | $401.9M |
| Empower Advisory Group, LLC | 1.21% | Add +3.1% | 7,726,841 | $326.1M |
| Assetmark, Inc. | 0.92% | Add +43.3% | 7,064,647 | $298.1M |
| Japan Science & Technology Agency | 2.97% | No change | 5,070,493 | $214.0M |
| State of New Jersey Common Pension Fund D | 0.83% | Add +17.0% | 4,503,519 | $190.0M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 5.35% | Add +4.2% | 4,238,345 | $178.9M |
| BlackRock Inc. | 0.00% | Reduce -4.3% | 3,379,846 | $142.6M |
| Commonwealth Equity Services, LLC | 0.22% | Add +5.6% | 3,333,378 | $140.7M |
| Envestnet Asset Management Inc. | 0.05% | Add +5.1% | 3,165,168 | $133.6M |
| Bank of America Corp. | 0.01% | Add +6.5% | 1,910,163 | $80.6M |
| Bank of New York Mellon Corp | 0.02% | Reduce -2.6% | 1,889,444 | $79.7M |
| Wealthfront Advisers LLC | 0.26% | Reduce -7.8% | 1,797,345 | $75.8M |
| Townsquare Capital LLC | 1.01% | Reduce -13.8% | 1,752,389 | $74.0M |
| Ocean Park Asset Management, LLC | 3.26% | No change | 1,628,000 | $68.7M |
| Nepc LLC | 2.26% | Add +3.0% | 1,621,106 | $68.4M |
| Morgan Stanley | 0.01% | Reduce -11.0% | 1,617,328 | $68.3M |
| Mercer Global Advisors Inc. | 0.17% | Add +8.6% | 1,482,721 | $62.6M |
| Wells Fargo & Company | 0.01% | Add +7.8% | 1,337,638 | $56.4M |
| LPL Financial LLC | 0.03% | Reduce -6.6% | 1,295,093 | $54.7M |
| Pathstone Holdings, LLC | 0.23% | Add +2.2% | 1,206,915 | $50.9M |
| Sound Income Strategies, LLC | 2.93% | Reduce -1.1% | 993,921 | $41.9M |
| Hilton Capital Management, LLC | 3.24% | New | 908,126 | $38.3M |
| Atria Investments, Inc | 0.49% | Add +3.3% | 887,724 | $37.5M |
| Advisors Capital Management, LLC | 0.63% | Add +3.7% | 853,980 | $36.0M |
| Mariner, LLC | 0.07% | Add +21.0% | 801,249 | $33.8M |
| Gallagher Fiduciary Advisors, LLC | 7.54% | Reduce -0.4% | 797,587 | $33.7M |
| Cetera Investment Advisers | 0.07% | Reduce -2.0% | 759,046 | $32.0M |
| Osaic Holdings, Inc. | 0.07% | Add +17.9% | 746,981 | $31.5M |
| Nuveen Asset Management, LLC | 0.01% | Add +0.2% | 666,943 | $28.1M |
| Greystone Financial Group, LLC | 5.35% | Add +2.9% | 647,800 | $27.3M |
| UBS Group AG | 0.01% | Reduce -2.7% | 645,277 | $27.2M |
| Nomura Asset Management Co. Ltd. | 0.09% | Reduce -22.1% | 643,000 | $27.1M |
| Raymond James Financial Services Advisors, Inc. | 0.03% | Add +3.3% | 536,501 | $22.6M |
| Delphi Financial Group, Inc. | 12.84% | No change | 530,590 | $22.4M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.06% | Add +22.5% | 525,061 | $22.2M |
| Composition Wealth, LLC | 0.54% | Add +7.4% | 521,974 | $22.0M |
| Creative Planning | 0.02% | Add +8.1% | 507,413 | $21.4M |
| Bartlett & Co. Wealth Management LLC | 0.32% | Add +39.1% | 499,896 | $21.1M |
| Financial Advisory Partners, LLC | 7.44% | Add +19.0% | 471,655 | $19.9M |
| Baker Avenue Asset Management, LP | 0.64% | Add +1.1% | 443,061 | $18.7M |
| Capstone Investment Advisors, LLC | 0.80% | Add +22.4% | 420,678 | $17.8M |
| Financial Gravity Asset Management, Inc. | 4.34% | Add +11.3% | 414,103 | $17.4M |
| Allspring Global Investments Holdings, LLC | 0.03% | No change | 395,500 | $16.7M |
| HighTower Advisors, LLC | 0.03% | Reduce -48.1% | 391,826 | $16.5M |
| High Probability Advisors, LLC | 2.82% | Add +3.1% | 369,106 | $15.6M |
| Park Avenue Securities LLC | 0.19% | Add +17.0% | 365,438 | $15.4M |
| Sage Advisory Services, Ltd.Co. | 4.21% | Reduce -9.0% | 355,125 | $15.0M |
| Ninety One UK Ltd | 0.04% | Add +77.2% | 347,630 | $14.7M |
| Motley Fool Wealth Management, LLC | 0.74% | Add +1.8% | 345,864 | $14.6M |
| Truist Financial Corp. | 0.02% | Add +13.3% | 345,373 | $14.6M |
| OneDigital Investment Advisors LLC | 0.18% | Reduce -0.2% | 344,441 | $14.5M |
| Robertson Stephens Wealth Management, LLC | 0.76% | Add +6.0% | 343,163 | $14.5M |
| Matthew Goff Investment Advisor, LLC | 2.91% | Add +1.5% | 337,510 | $14.2M |
| Raymond James & Associates | 0.01% | Add +15.1% | 331,121 | $14.0M |
| KilterHowling LLC | 9.17% | Add +3.1% | 319,102 | $13.5M |
| Stifel Financial Corp. | 0.01% | Add +9.6% | 309,954 | $13.1M |
| Trivium Point Advisory, LLC | 1.93% | Add +10.6% | 307,493 | $13.0M |
| Ameriprise Financial Inc. | 0.00% | Add +16.8% | 277,391 | $11.7M |
| Atwood & Palmer Inc. | 0.88% | Reduce -1.2% | 275,018 | $11.6M |
| Betterment LLC | 0.03% | Add +27.9% | 258,409 | $10.9M |
| Partners Value Investments L.P. | 0.15% | No change | 241,302 | $10.2M |
| Clearstead Advisors, LLC | 0.17% | Add +98296.3% | 241,071 | $10.2M |
| Cascade Wealth Advisors, Inc | 7.42% | Add +22.0% | 235,710 | $10.0M |
| Atria Wealth Solutions, Inc. | 0.11% | Add +39.3% | 229,074 | $9.7M |
| Merit Financial Group, LLC | 0.21% | Reduce -1.4% | 228,642 | $9.6M |
| Sweeney & Michel, LLC | 4.06% | Add +1.8% | 225,478 | $9.5M |
| Retirement Financial Solutions, LLC | 4.33% | Add +7.7% | 218,276 | $9.2M |
| O'shaughnessy Asset Management, LLC | 0.09% | Add +10.9% | 217,714 | $9.2M |
| Courier Capital LLC | 0.72% | Add +19.2% | 216,087 | $9.1M |
| Fairview Capital Investment Management, LLC | 0.50% | Reduce -2.9% | 211,879 | $8.9M |
| RiverFront Investment Group, LLC | 0.24% | Add +26.1% | 211,365 | $8.9M |
| Conning Inc. | 0.33% | No change | 210,194 | $8.9M |
| Summit Wealth Partners, LLC | 1.80% | Add +3.5% | 205,498 | $8.7M |
| Peak Financial Management, Inc. | 2.70% | Reduce -0.8% | 204,771 | $8.6M |
| Powers Advisory Group, LLC | 4.65% | Add +6.6% | 202,197 | $8.5M |
| New York Life Investment Management LLC | 0.08% | Add +4.7% | 198,870 | $8.4M |
| GeoWealth Management, LLC | 0.34% | Add +39.2% | 183,639 | $7.7M |
| Kitching Partners, LLC | 13.96% | Add +4.7% | 181,871 | $7.7M |
| Gibbs Wealth Management | 3.05% | Add +1.1% | 178,736 | $7.5M |
| GC Wealth Management RIA, LLC | 1.48% | Add +42.7% | 177,940 | $7.5M |
| Rwa Wealth Partners, LLC | 0.10% | Reduce -0.7% | 177,202 | $7.5M |
| United Capital Financial Advisors, LLC | 0.06% | Reduce -3.8% | 175,841 | $7.4M |
| My Legacy Advisors, LLC | 2.33% | Add +10.1% | 173,081 | $7.3M |
| Adell Harriman & Carpenter Inc. | 0.56% | Add +0.3% | 171,946 | $7.3M |
| Kestra Advisory Services, LLC | 0.04% | Add +6.9% | 169,734 | $7.2M |
| Towercrest Capital Management | 1.14% | Reduce -1.4% | 164,718 | $7.0M |
| Waterloo Capital, L.P. | 0.83% | Reduce -6.9% | 164,673 | $6.9M |
| Legacy Financial Group LLC | 1.36% | Reduce -0.9% | 164,426 | $6.9M |
| Ritholtz Wealth Management | 0.22% | Reduce -7.2% | 161,049 | $6.8M |
| Blue Barn Wealth, LLC | 3.67% | Add +3.3% | 156,263 | $6.6M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +1.7% | 146,573 | $6.2M |
| Advisory Alpha, LLC | 0.24% | Add +21.8% | 144,755 | $6.1M |
| Whalen Wealth Management Inc. | 4.76% | Reduce -0.1% | 142,217 | $6.0M |
| Concourse Financial Group Securities, Inc. | 0.37% | Add +52.7% | 139,940 | $5.9M |
| Little Harbor Advisors, LLC | 3.80% | No change | 139,393 | $5.9M |
| Ascent Group, LLC | 0.48% | Reduce -0.5% | 138,332 | $5.8M |
| Corient Private Wealth LP | 0.01% | Reduce -1.0% | 137,347 | $5.8M |
| Curtis Advisory Group, LLC | 1.99% | Add +15.7% | 133,685 | $5.6M |
| Avantax Advisory Services, Inc. | 0.04% | Add +456.6% | 133,126 | $5.6M |
| Vectors Research Management, LLC | 1.70% | Reduce -4.7% | 130,943 | $5.5M |
| Leuthold Group, LLC | 0.63% | No change | 128,392 | $5.4M |
| Thrive Capital Management, LLC | 2.45% | New | 126,937 | $5.4M |
| Sigma Investment Counselors Inc. | 0.33% | Reduce -1.0% | 123,942 | $5.2M |
| Integrated Wealth Concepts LLC | 0.07% | Reduce -24.1% | 123,084 | $5.2M |
| Graypoint LLC | 0.36% | Reduce -39.9% | 123,069 | $5.2M |
| Level Financial Advisors | 2.13% | Add +5.4% | 116,667 | $4.9M |
| David Kennon Inc | 1.99% | Add +1.7% | 112,095 | $4.7M |
| Hudock, Inc. | 0.87% | New | 111,161 | $4.7M |
| Alliance Wealth Management Group | 1.30% | Add +3.1% | 108,076 | $4.6M |
| Janney Montgomery Scott LLC | 0.01% | Add +88.3% | 106,781 | $4.5M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -7.7% | 106,205 | $4.5M |
| Jane Street Group, LLC | 0.00% | Add +2097.4% | 103,587 | $4.4M |
| CreativeOne Wealth, LLC | 0.22% | Reduce -23.5% | 102,040 | $4.3M |
| Redhawk Wealth Advisors, Inc. | 0.66% | Add +23.5% | 101,990 | $4.3M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +83.3% | 98,893 | $4.2M |
| Ssi Investment Management LLC | 1.61% | New | 96,713 | $4.1M |
| City Holding Co. | 0.60% | Add +13.0% | 96,188 | $4.1M |
| Orion Porfolio Solutions, LLC | 0.04% | New | 95,756 | $4.0M |
| Orion Portfolio Solutions, LLC | 0.04% | New | 95,756 | $4.0M |
| MML Investors Services, LLC | 0.02% | Add +8.8% | 91,621 | $3.9M |
| Roundview Capital LLC | 0.30% | Reduce -3.1% | 90,132 | $3.8M |
| Old National Bancorp | 0.09% | Add +9.8% | 89,819 | $3.8M |
| Investment Partners, LTD. | 1.67% | Add +13.2% | 88,219 | $3.7M |
| Probity Advisors, Inc. | 0.75% | Reduce -38.4% | 85,268 | $3.6M |
| Avior Wealth Management, LLC | 0.15% | Add +145.3% | 85,023 | $3.6M |
| Pension & Wealth Management Advisors, Inc. | 2.03% | Add +10.8% | 83,823 | $3.5M |
| New Wave Wealth Advisors LLC | 1.90% | — | 83,756 | $3.5M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Reduce -9.0% | 82,762 | $3.5M |
| First Hawaiian Bank | 0.12% | Add +115.2% | 82,736 | $3.5M |
| Creative Financial Designs Inc. | 0.31% | Add +6.7% | 82,281 | $3.5M |
| Private Advisor Group, LLC | 0.02% | Add +106.5% | 82,091 | $3.5M |
| SVB Wealth LLC | 0.09% | No change | 81,838 | $3.5M |
| One Capital Management, LLC | 0.12% | Add +3.9% | 81,019 | $3.4M |
| Webster Bank, N. A. | 0.37% | Reduce -0.9% | 80,891 | $3.4M |
| Arkadios Wealth Advisors | 0.23% | Add +624.0% | 80,057 | $3.4M |
| Virtue Capital Management, LLC | 0.58% | Reduce -0.3% | 78,766 | $3.4M |
| Madden Advisory Services, Inc. | 1.70% | Add +4.3% | 79,166 | $3.3M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +45.4% | 79,092 | $3.3M |
| Fulton Breakefield Broenniman LLC | 0.24% | Add +19.3% | 76,212 | $3.2M |
| Goldstone Financial Group, LLC | 0.64% | Reduce -2.7% | 75,344 | $3.2M |
| Mgo One Seven LLC | 0.14% | Add +85.4% | 72,205 | $3.0M |
| Verum Partners LLC | 0.97% | Reduce -5.0% | 71,035 | $3.0M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -3.7% | 70,943 | $3.0M |
| Friedenthal Financial | 1.82% | Add +10.5% | 69,329 | $2.9M |
| Jmac Enterprises LLC | 0.51% | Reduce -39.1% | 68,632 | $2.9M |
| FinDec Wealth Services, Inc. | 1.79% | Reduce -53.7% | 67,147 | $2.8M |
| Portside Wealth Group, LLC | 0.54% | Reduce -21.0% | 67,072 | $2.8M |
| American Trust | 0.23% | New | 65,090 | $2.7M |
| Donoghue Forlines LLC | 0.77% | Reduce -0.2% | 64,183 | $2.7M |
| Rooted Wealth Advisors, Inc. | 1.19% | Add +8.7% | 63,166 | $2.7M |
| Allstate Corp. | 0.21% | No change | 62,400 | $2.6M |
| Cresset Asset Management, LLC | 0.01% | New | 61,878 | $2.6M |
| Alesco Advisors, LLC, An ESL Co | 0.08% | Add +1.1% | 61,415 | $2.6M |
| Alternative Investment Advisors, LLC. | 1.46% | Add +16.8% | 60,587 | $2.6M |
| Heritage Oak Wealth Advisors LLC | 1.32% | — | 59,683 | $2.5M |
| Prudential Financial Inc. | 0.00% | Reduce -4.9% | 58,374 | $2.5M |
| Journey Strategic Wealth LLC | 0.10% | Add +3.2% | 58,315 | $2.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -70.8% | 57,809 | $2.4M |
| Renaissance Technologies | 0.00% | Add +191.4% | 57,700 | $2.4M |
| S. R. Schill & Associates | 1.04% | Add +4.0% | 56,501 | $2.4M |
| Equitable Holdings, Inc. | 0.03% | Add +0.5% | 56,247 | $2.4M |
| Csenge Advisory Group | 0.13% | Add +26.5% | 55,892 | $2.4M |
| Owen LaRue, LLC | 1.45% | Add +15.6% | 55,647 | $2.3M |
| Center For Asset Management LLC | 1.55% | Add +635.2% | 55,558 | $2.3M |
| Bank of Montreal | 0.00% | Add +16.5% | 54,825 | $2.3M |
| IHT Wealth Management, LLC | 0.09% | Reduce -21.3% | 54,308 | $2.3M |
| Dohj, LLC | 0.57% | Add +41.0% | 54,175 | $2.3M |
| Tidal Investments LLC | 0.03% | Add +29.2% | 52,679 | $2.2M |
| Compound Planning, Inc. | 0.16% | Reduce -13.0% | 51,818 | $2.2M |
| Beacon Pointe Advisors, LLC | 0.03% | Reduce -12.9% | 51,551 | $2.2M |
| Naples Global Advisors, LLC | 0.21% | Reduce -2.8% | 50,083 | $2.1M |
| HCR Wealth Advisors | 0.30% | Reduce -1.3% | 50,048 | $2.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -9.6% | 49,554 | $2.1M |
| Essex LLC | 0.46% | Add +3.7% | 49,069 | $2.1M |
| AXS Investments LLC | 0.55% | New | 46,843 | $2.0M |
| Sunbelt Securities, Inc. | 0.20% | Add +8.6% | 46,253 | $2.0M |
| CoreCap Advisors, LLC | 0.20% | Add +18.1% | 46,193 | $1.9M |
| Central Pacific Bank - Trust Division | 0.24% | Add +1192.2% | 46,171 | $1.9M |
| Cwm, LLC | 0.01% | Add +13.3% | 45,409 | $1.9M |
| Klaas Financial Asset Advisors, LLC | 0.35% | Add +2.8% | 45,129 | $1.9M |
| Geneos Wealth Management Inc. | 0.08% | Reduce -34.9% | 43,640 | $1.8M |
| Hofer & Associates. Inc | 1.42% | Add +1.9% | 43,450 | $1.8M |
| Cabot Wealth Management Inc. | 0.24% | Add +24.3% | 43,225 | $1.8M |
| Sanctuary Advisors, LLC | 0.01% | — | 42,712 | $1.8M |
| FDx Advisors, Inc. | 0.49% | Reduce -4.5% | 42,236 | $1.8M |
| Perigon Wealth Management, LLC | 0.05% | Reduce -6.5% | 42,210 | $1.8M |
| Insigneo Advisory Services, LLC | 0.20% | New | 41,607 | $1.7M |
| Cerity Partners OCIO LLC | 0.13% | — | 41,356 | $1.7M |
| Jackson Creek Investment Advisors LLC | 0.62% | Add +27.8% | 40,384 | $1.7M |
| TFB Advisors LLC | 0.55% | Add +27.7% | 40,024 | $1.7M |
| Laffer Tengler Investments, Inc. | 0.44% | Add +98.6% | 39,973 | $1.7M |
| Mount Lucas Management LP | 0.59% | Reduce -3.5% | 39,677 | $1.7M |
| Endowment Wealth Management, Inc. | 1.20% | Add +9.7% | 38,877 | $1.6M |
| D L Carlson Investment Group Inc. | 0.31% | Reduce -3.2% | 38,596 | $1.6M |
| Waverly Advisors, LLC | 0.03% | Reduce -4.1% | 38,571 | $1.6M |
| Etesian Wealth Advisors, Inc. | 0.90% | Reduce -10.5% | 38,055 | $1.6M |
| Dynamic Advisor Solutions LLC | 0.05% | Reduce -13.2% | 38,018 | $1.6M |
| Continuum Advisory, LLC | 0.23% | Add +6.3% | 37,251 | $1.6M |
| Arete Wealth Advisors, LLC | 0.13% | Reduce -0.2% | 37,198 | $1.6M |
| Apollon Wealth Management, LLC | 0.05% | Add +2.5% | 36,769 | $1.6M |
| Sigma Planning Corp | 0.05% | Reduce -33.7% | 36,703 | $1.5M |
| Prime Capital Investment Advisors, LLC | 0.02% | Reduce -46.8% | 36,589 | $1.5M |
| Balefire, LLC | 0.54% | Add +4.8% | 35,969 | $1.5M |
| Richardson Financial Services Inc. | 1.08% | Reduce -4.4% | 35,612 | $1.5M |
| Benjamin Edwards Inc. | 0.28% | New | 34,938 | $1.5M |
| Worth Financial Advisory Group, LLC | 0.96% | Add +3.8% | 34,781 | $1.5M |
| Strategic Investment Advisors / MI | 0.17% | Add +47.3% | 33,996 | $1.4M |
| Prudential PLC | 0.01% | Reduce -2.0% | 33,940 | $1.4M |
| Capital Analysts, LLC | 0.06% | Add +7.5% | 33,101 | $1.4M |
| Kingsview Wealth Management, LLC | 0.03% | Reduce -2.9% | 32,791 | $1.4M |
| Western Financial Corp | 0.83% | Add +3.0% | 32,678 | $1.4M |
| Lanark Financial, Inc. | 0.13% | Add +0.5% | 32,682 | $1.4M |
| Diversify Wealth Management, LLC | 0.17% | — | 32,780 | $1.4M |
| Johnson Bixby & Associates, LLC | 0.22% | Add +5.7% | 31,707 | $1.3M |
| 1834 Investment Advisors Co. | 0.16% | Add +1.1% | 31,428 | $1.3M |
| Foundations Investment Advisors, LLC | 0.03% | Add +6.0% | 31,182 | $1.3M |
| NorthCrest Asset Manangement, LLC | 0.04% | Add +1.0% | 30,876 | $1.3M |
| Crabel Capital Management, LLC | 1.59% | Add +10.4% | 30,756 | $1.3M |
| Next Capital Management LLC | 0.53% | No change | 29,859 | $1.3M |
| Lane & Associates LLC | 0.72% | Add +21.8% | 28,886 | $1.2M |
| Scotia Capital Inc. | 0.01% | Reduce -24.9% | 28,755 | $1.2M |
| Sierra Capital LLC | 0.16% | Add +5.3% | 28,691 | $1.2M |
| Bulltick Wealth Management, LLC | 0.34% | Reduce -36.8% | 28,651 | $1.2M |
| Advisor OS, LLC | 0.13% | Reduce -79.0% | 28,477 | $1.2M |
| Faithward Advisors, LLC | 0.22% | New | 28,353 | $1.2M |
| CFS Investment Advisory Services, LLC | 0.10% | Reduce -2.0% | 28,329 | $1.2M |
| BayBridge Capital Group, LLC | 0.93% | Add +3.4% | 28,214 | $1.2M |
| Sheets Smith Wealth Management | 0.14% | Reduce -0.3% | 28,134 | $1.2M |
| Advisory Services Network, LLC | 0.02% | Add +2.5% | 28,030 | $1.2M |
| Transform Wealth, LLC | 0.09% | Reduce -76.0% | 27,618 | $1.2M |
| JFS Wealth Advisors, LLC | 0.09% | Add +0.7% | 27,594 | $1.2M |
| TriaGen Wealth Management LLC | 0.44% | Add +19.0% | 27,265 | $1.2M |
| Mutual Advisors, LLC | 0.03% | Add +0.7% | 26,528 | $1.1M |
| Chesapeake Capital Corp. | 1.47% | Reduce -51.4% | 26,644 | $1.1M |
| Econ Financial Services Corp | 0.69% | Add +0.1% | 26,360 | $1.1M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +19.3% | 26,192 | $1.1M |
| Jaffetilchin Investment Partners, LLC | 0.09% | Add +6.1% | 25,850 | $1.1M |
| HSBC Holdings PLC | 0.00% | Add +11.4% | 25,665 | $1.1M |
| Benjamin F. Edwards & Company, Inc. | 0.02% | Add +737.2% | 25,367 | $1.1M |
| Wambolt & Associates, LLC | 0.31% | Add +3.1% | 25,240 | $1.1M |
| First Foundation Advisors | 0.04% | Reduce -10.5% | 24,579 | $1.0M |
| Canvas Wealth Advisors, LLC | 0.32% | Add +2.7% | 24,330 | $1.0M |
| Ashton Thomas Private Wealth, LLC | 0.06% | Add +0.3% | 24,046 | $1.0M |
| Bakala Capital LLC | 7.29% | Add +21.3% | 23,966 | $1.0M |
| Destiny Wealth Partners, LLC | 0.18% | New | 23,778 | $1.0M |
| Carr Financial Group Corp | 0.31% | Reduce -33.0% | 23,382 | $987K |
| Heritage Wealth Management, LLC | 0.54% | Add +89.8% | 23,247 | $981K |
| Heritage Family Offices, LLP | 0.54% | — | 23,247 | $981K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +5.9% | 23,120 | $976K |
| McNamara Financial Services, Inc. | 0.20% | Add +9.3% | 22,974 | $970K |
| WESPAC Advisors, LLC | 0.74% | New | 22,350 | $943K |
| Blankinship & Foster, LLC | 0.24% | Reduce -10.3% | 22,210 | $937K |
| MA Private Wealth | 0.18% | Reduce -5.6% | 22,055 | $931K |
| Kraematon Investment Advisors, Inc. | 0.93% | Reduce -8.4% | 21,809 | $920K |
| Alterna Wealth Management, Inc. | 0.79% | Add +1.1% | 21,391 | $903K |
| Diversify Advisory Services, LLC | 0.05% | Reduce -17.5% | 21,310 | $900K |
| Norden Group LLC | 0.18% | Reduce -34.8% | 21,231 | $896K |
| Gerber Kawasaki Wealth & Investment Management | 0.04% | Reduce -0.7% | 20,722 | $875K |
| Montecito Bank & Trust | 0.18% | No change | 20,590 | $869K |
| Chicago Partners Investment Group LLC | 0.03% | Add +24.9% | 20,335 | $866K |
| Financial Network Wealth Advisors LLC | 0.65% | Reduce -8.8% | 20,524 | $866K |
| Farther Finance Advisors, LLC | 0.04% | Add +31.5% | 20,377 | $855K |
| Shepherd Financial Partners LLC | 0.11% | Reduce -0.9% | 20,214 | $853K |
| Investments & Financial Planning, LLC | 0.57% | Add +7.7% | 20,196 | $852K |
| Guardian Asset Advisors, LLC | 0.62% | Add +37.6% | 19,861 | $838K |
| Pinion Investment Advisors, LLC | 0.41% | Reduce -0.7% | 19,764 | $834K |
| Squire Investment Management Company, LLC | 0.47% | Add +3.8% | 19,560 | $825K |
| Guidance Point Advisors, LLC | 0.26% | Add +0.3% | 18,753 | $791K |
| Regions Financial Corp. | 0.01% | Reduce -2.2% | 19,170 | $781K |
| Round Rock Advisors LLC | 0.19% | Add +0.5% | 18,361 | $775K |
| Comerica Bank | 0.00% | Add +27.7% | 18,345 | $774K |
| Blue Trust, Inc. | 0.01% | Add +32.2% | 17,442 | $742K |
| Diversified Portfolios, Inc. | 0.10% | Add +1.8% | 17,370 | $733K |
| Baker Tilly Wealth Management, LLC | 0.30% | Reduce -19.8% | 17,366 | $733K |
| AE Wealth Management LLC | 0.01% | Reduce -19.9% | 17,285 | $729K |
| Financial Management Network Inc. | 0.17% | Add +5.7% | 17,155 | $725K |
| Level Four Advisory Services, LLC | 0.03% | Add +17.6% | 17,088 | $721K |
| Raymond James Trust N.A. | 0.02% | Reduce -19.1% | 17,016 | $718K |
| Rosenberg Matthew Hamilton | 0.21% | Add +1.5% | 17,046 | $715K |
| Vicus Capital | 0.06% | New | 16,893 | $713K |
| Sterling Investment Counsel, LLC | 0.28% | Add +2.0% | 16,834 | $710K |
| Kornitzer Capital Management Inc. | 0.01% | New | 16,798 | $709K |
| EFG Asset Management (Americas) Corp. | 0.14% | New | 16,706 | $705K |
| MMBG Investment Advisors Co. | 0.07% | No change | 16,348 | $690K |
| Capital Asset Advisory Services LLC | 0.04% | Add +72.2% | 16,215 | $685K |
| Snowden Capital Advisors LLC | 0.02% | Add +2.7% | 16,097 | $679K |
| Axxcess Wealth Management, LLC | 0.02% | Add +201.1% | 16,070 | $678K |
| Patriot Investment Management Group, Inc. | 0.05% | Add +6.7% | 15,717 | $663K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -23.4% | 15,646 | $660K |
| Penobscot Wealth Management | 0.39% | Reduce -1.2% | 15,433 | $653K |
| Symphony Financial Services, Inc. | 0.56% | — | 10,000 | $651K |
| J.W. Cole Advisors, Inc. | 0.03% | Add +23.0% | 15,388 | $649K |
| IFP Advisors, Inc | 0.03% | Add +12.1% | 15,228 | $643K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -73.1% | 15,214 | $642K |
| GLOBALT Investments LLC / GA | 0.03% | Reduce -9.6% | 14,957 | $631K |
| IPG Investment Advisors LLC | 0.14% | Reduce -4.8% | 14,890 | $628K |
| Darden Wealth Group Inc | 0.38% | Add +39.0% | 14,805 | $625K |
| Advanced Asset Management Advisors Inc | 0.17% | No change | 14,800 | $625K |
| Mendel Capital Management LLC | 0.40% | Reduce -1.5% | 14,698 | $620K |
| Wealthspire Retirement, LLC | 0.05% | New | 14,619 | $617K |
| Aveo Capital Partners, LLC | 0.07% | Add +2.0% | 14,608 | $616K |
| Baird Financial Group, Inc. | 0.00% | Add +6.5% | 14,375 | $607K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.02% | New | 14,234 | $601K |
| McAdam, LLC | 0.04% | Add +6.4% | 14,195 | $599K |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -0.6% | 14,178 | $598K |
| Strategic Blueprint, LLC | 0.04% | Reduce -21.9% | 14,159 | $598K |
| Zuckerman Investment Group, LLC | 0.07% | Add +14.0% | 13,752 | $580K |
| PFG Investments, LLC | 0.04% | Add +125.8% | 13,585 | $573K |
| Summit Investment Advisory Services, LLC | 0.67% | New | 13,518 | $570K |
| Principal Securities, Inc. | 0.02% | Add +13.9% | 13,478 | $569K |
| Harbour Investments, Inc. | 0.02% | Reduce -10.6% | 13,415 | $566K |
| Channel Wealth LLC | 0.20% | Reduce -5.4% | 13,204 | $557K |
| Yeomans Consulting Group, Inc. | 0.21% | Reduce -1.0% | 13,062 | $551K |
| Horizon Financial Services, LLC | 0.34% | Reduce -8.2% | 12,912 | $545K |
| New Republic Capital, LLC | 0.27% | No change | 12,778 | $539K |
| Alliance Wealth Advisors, LLC | 0.15% | Reduce -18.1% | 12,496 | $527K |
| Synovus Financial Corp. | 0.01% | Reduce -4.3% | 12,390 | $523K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -4.9% | 12,182 | $514K |
| Summit X, LLC | 0.11% | Add +37.9% | 12,085 | $511K |
| TPG Financial Advisors, LLC | 0.24% | — | 12,014 | $507K |
| Ieq Capital, LLC | 0.01% | Reduce -9.8% | 11,711 | $494K |
| Freedom Investment Management, Inc. | 0.04% | Add +15.8% | 11,405 | $481K |
| Beacon Financial Advisory LLC | 0.18% | Add +1.7% | 11,327 | $478K |
| Disciplined Investments, LLC | 0.25% | Reduce -1.4% | 11,287 | $476K |
| NewEdge Advisors, LLC | 0.00% | Add +0.5% | 11,273 | $476K |
| Courage Miller Partners, LLC | 0.17% | Reduce -1.3% | 11,192 | $472K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -45.2% | 11,083 | $468K |
| Curi Capital, LLC | 0.01% | Add +24.8% | 10,866 | $459K |
| KFA Private Wealth Group, LLC | 0.23% | Add +1.5% | 10,337 | $436K |
| MAS Advisors LLC | 1.03% | No change | 10,243 | $432K |
| CKW Financial Group | 0.05% | Add +12.1% | 10,213 | $428K |
| Kathleen S. Wright Associates Inc. | 0.19% | Add +1.4% | 9,822 | $414K |
| Susquehanna International Group, LLP | 0.00% | Reduce -95.7% | 9,705 | $410K |
| Lido Advisors, LLC | 0.00% | New | 9,596 | $405K |
| Commonwealth Financial Services, LLC | 0.08% | Add +62.7% | 9,575 | $405K |
| Destiny Capital Corp | 0.27% | Reduce -5.9% | 9,481 | $400K |
| Absolute Capital Management, LLC | 0.24% | New | 9,265 | $391K |
| Redwood Financial Network Corp | 0.33% | No change | 9,234 | $390K |
| Axiom Advisory, LLC | 0.00% | New | 9,255 | $390K |
| Vantage Financial Partners, LLC | 0.10% | Add +9.2% | 9,200 | $388K |
| Share Andrew L. | 0.22% | Reduce -28.7% | 9,156 | $386K |
| Cadent Capital Advisors, LLC | 0.16% | Reduce -1.1% | 9,149 | $386K |
| MRA Advisory Group | 0.22% | Reduce -3.9% | 9,148 | $386K |
| Resurgent Financial Advisors LLC | 0.24% | Reduce -52.3% | 9,038 | $381K |
| City Center Advisors, LLC | 0.44% | No change | 8,813 | $375K |
| Cyndeo Wealth Partners, LLC | 0.03% | Reduce -72.2% | 8,857 | $374K |
| Coppell Advisory Solutions LLC | 0.06% | — | 8,772 | $370K |
| Stokes Family Office, LLC | 0.04% | Reduce -2.0% | 8,695 | $367K |
| &partners | 0.02% | New | 8,686 | $367K |
| Beirne Wealth Consulting Services, LLC | 0.15% | Add +7.6% | 8,665 | $366K |
| Addison Capital Co | 0.16% | Add +77.7% | 8,665 | $366K |
| Diversified, LLC | 0.04% | Reduce -3.1% | 8,486 | $358K |
| TBH Global Asset Management, LLC | 0.08% | Reduce -10.3% | 8,402 | $355K |
| Omega Financial Group, LLC | 0.14% | Add +0.9% | 7,918 | $334K |
| Walkner Condon Financial Advisors LLC | 0.07% | Reduce -4.6% | 7,914 | $334K |
| FinTrust Capital Advisors, LLC | 0.06% | No change | 7,897 | $333K |
| AlphaStar Capital Management, LLC | 0.03% | Reduce -4.7% | 7,852 | $331K |
| Fifth Third Bancorp | 0.00% | Reduce -31.9% | 7,848 | $331K |
| Fulcrum Equity Management | 0.30% | Reduce -3.3% | 7,816 | $330K |
| Client 1ST Advisory Group, LLC | 0.14% | Reduce -8.9% | 7,815 | $330K |
| Bright Futures Wealth Management, LLC. | 0.18% | Reduce -8.8% | 7,799 | $330K |
| Saiph Capital, LLC | 0.15% | Reduce -2.2% | 7,798 | $329K |
| Acorn Wealth Advisors, LLC | 0.16% | Add +10.1% | 7,746 | $327K |
| Colonial Trust Co / SC | 0.06% | Reduce -0.9% | 7,581 | $320K |
| Cascade Financial Partners, LLC | 0.04% | Reduce -35.7% | 7,520 | $317K |
| ERn Financial, LLC | 0.05% | Add +7.5% | 7,519 | $317K |
| Northwest Investment Counselors, LLC | 0.08% | Add +0.3% | 7,491 | $316K |
| Collective Family Office LLC | 0.09% | Reduce -42.8% | 7,420 | $313K |
| Private Trust Co. NA | 0.03% | Add +19.2% | 7,373 | $311K |
| Simplicity Wealth,LLC | 0.01% | No change | 7,337 | $310K |
| Hunter Associates Investment Management LLC | 0.05% | Add +2.3% | 7,289 | $307K |
| Wallace Advisory Group, LLC | 0.21% | Reduce -9.1% | 6,975 | $294K |
| Flow Traders U.S. LLC | 0.01% | New | 6,861 | $290K |
| Lockerman Financial Group, Inc. | 0.52% | Add +0.2% | 6,760 | $285K |
| Seaview Investment Managers LLC | 0.08% | New | 6,618 | $279K |
| Tyche Wealth Partners LLC | 0.07% | Reduce -7.1% | 6,561 | $277K |
| Global Retirement Partners, LLC | 0.01% | Add +28.1% | 6,557 | $277K |
| Transcend Capital Advisors, LLC | 0.02% | No change | 6,541 | $276K |
| First National Trust Co | 0.01% | New | 6,513 | $275K |
| Legacy PCG, LLC | 0.17% | Add +0.0% | 6,503 | $274K |
| Koshinski Asset Management, Inc. | 0.03% | New | 6,382 | $270K |
| Fiduciary Trust Co | 0.00% | No change | 6,345 | $268K |
| Mainstay Capital Management LLC | 0.05% | Reduce -32.8% | 6,332 | $267K |
| NDWM LLC | 0.24% | Reduce -24.2% | 6,322 | $267K |
| Procyon Advisors, LLC | 0.02% | New | 6,189 | $261K |
| Concorde Asset Management, LLC | 0.16% | Reduce -3.9% | 6,171 | $260K |
| Focus Partners Wealth | 0.00% | No change | 6,140 | $259K |
| Saxony Capital Management, LLC | 0.28% | Add +0.4% | 6,109 | $258K |
| Wedbush Securities Inc. | 0.01% | Reduce -2.3% | 6,095 | $257K |
| Cherry Creek Investment Advisors, Inc. | 0.13% | Add +3.0% | 6,014 | $254K |
| RFG Advisory, LLC | 0.01% | Reduce -50.3% | 5,689 | $240K |
| MJP Associates Inc. | 0.05% | No change | 5,667 | $239K |
| Captrust Financial Advisors | 0.00% | Reduce -5.8% | 5,656 | $239K |
| SteelPeak Wealth, LLC | 0.01% | Reduce -33.4% | 5,654 | $239K |
| 1900 Wealth Management LLC | 0.02% | No change | 5,639 | $238K |
| AlphaCentric Advisors LLC | 0.17% | Reduce -0.1% | 5,599 | $236K |
| MontVue Capital Management, Inc. | 0.18% | New | 5,494 | $232K |
| Independent Solutions Wealth Management, LLC | 0.05% | New | 5,410 | $228K |
| FOCUS Wealth Advisors, LLC | 0.12% | No change | 5,372 | $227K |
| Brookstone Capital Management | 0.00% | New | 5,316 | $227K |
| Allworth Financial LP | 0.00% | Reduce -28.8% | 5,327 | $227K |
| Eagle Global Advisors LLC | 0.01% | No change | 5,298 | $224K |
| Capital Advisors Wealth Management, LLC | 0.04% | Reduce -9.5% | 5,159 | $218K |
| North Star Investment Management Corp. | 0.02% | No change | 5,090 | $215K |
| Hutchens & Kramer Investment Management Group, LLC | 0.11% | Reduce -6.7% | 4,949 | $208K |
| Bailard, Inc. | 0.01% | Add +0.5% | 4,881 | $206K |
| Summit Financial, LLC | 0.01% | Add +0.7% | 4,762 | $201K |
| Twin City Private Wealth, LLC | 0.18% | Reduce -12.2% | 4,551 | $192K |
| Headlands Technologies LLC | 0.02% | Add +3197.0% | 4,352 | $184K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +46.2% | 4,055 | $173K |
| Jones Financial Companies LLLP | 0.00% | New | 3,722 | $157K |
| Allianz Asset Management GmbH | 0.00% | New | 3,400 | $143K |
| International Assets Investment Management, LLC | 0.01% | New | 3,364 | $142K |
| Capital Investment Advisory Services, LLC | 0.01% | Reduce -2.6% | 3,328 | $140K |
| Northwest Capital Management Inc | 0.05% | Reduce -38.6% | 3,316 | $140K |
| BNP Paribas Financial Markets | 0.00% | Reduce -99.3% | 3,282 | $139K |
| Triad Wealth Partners, LLC | 0.07% | New | 3,279 | $138K |
| Lowe Wealth Advisors, LLC | 0.06% | Reduce -2.6% | 3,258 | $137K |
| SouthState Bank Corp | 0.01% | New | 2,696 | $114K |
| FMR LLC | 0.00% | Reduce -49.3% | 2,651 | $112K |
| SWS Partners | 0.03% | New | 2,617 | $110K |
| Whittier Trust Co. | 0.00% | Add +27.3% | 2,578 | $109K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +11.4% | 2,512 | $106K |
| Colonial Trust Advisors | 0.01% | Reduce -10.8% | 2,475 | $104K |
| Advisors Asset Management, Inc. | 0.00% | Reduce -52.0% | 2,106 | $89K |
| Glen Eagle Advisors, LLC | 0.02% | No change | 2,104 | $89K |
| Duncker Streett & Co. Inc. | 0.02% | No change | 2,004 | $85K |
| Vermillion & White Wealth Management Group, LLC | 0.06% | No change | 1,793 | $76K |
| Tucker Asset Management LLC | 0.02% | Add +1.9% | 1,784 | $75K |
| First Horizon Advisors, Inc. | 0.00% | Add +31.8% | 1,697 | $72K |
| Wells Financial Advisors INC | 0.05% | No change | 1,655 | $70K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -93.6% | 1,490 | $63K |
| Scarborough Advisors, LLC | 0.02% | Add +1.8% | 1,201 | $51K |
| UMB Bank, n.a. | 0.00% | Add +46.7% | 1,168 | $49K |
| WFA of San Diego, LLC | 0.04% | — | 1,080 | $46K |
| Richardson Capital Management LLC | 0.03% | Add +23.2% | 1,073 | $45K |
| Archer Investment Corp | 0.01% | No change | 1,014 | $43K |
| Spectrum Wealth Counsel, LLC | 0.01% | Reduce -6.0% | 1,012 | $43K |
| Paladin Advisory Group, LLC | 0.03% | Reduce -9.1% | 1,018 | $43K |
| Blair William & Co. | 0.00% | Reduce -77.5% | 959 | $40K |
| Spire Wealth Management | 0.00% | Reduce -3.3% | 928 | $39K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | New | 921 | $39K |
| Parallel Advisors, LLC | 0.00% | No change | 845 | $36K |
| NFSG Corp | 0.01% | Add +1.7% | 838 | $35K |
| Syntax Research, Inc. | 0.03% | Reduce -15.4% | 813 | $34K |
| WealthShield Partners, LLC | 0.01% | No change | 810 | $34K |
| Avion Wealth | 0.01% | No change | 825 | $34K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 795 | $34K |
| MidAtlantic Capital Management, Inc. | 0.03% | No change | 777 | $33K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | Reduce -13.7% | 750 | $32K |
| US Bancorp \de | 0.00% | Add +39.3% | 709 | $30K |
| Gradient Investments LLC | 0.00% | Reduce -10.0% | 701 | $30K |
| Chilton Capital Management LLC | 0.00% | New | 700 | $30K |
| Franklin Resources Inc. | 0.00% | Add +13.0% | 685 | $29K |
| Pacifica Partners Inc. | 0.01% | New | 684 | $29K |
| Hobbs Group Advisors, LLC | 0.01% | — | 647 | $27K |
| NBT Bank, N.A. | 0.00% | No change | 625 | $26K |
| Great Lakes Retirement, Inc. | 0.00% | New | 610 | $26K |
| WR Wealth Planners, LLC | 0.01% | No change | 583 | $25K |
| National Bank of Canada | 0.00% | No change | 550 | $23K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 488 | $21K |
| Delta Asset Management LLC | 0.00% | No change | 483 | $20K |
| Investors Research Corp | 0.00% | No change | 455 | $19K |
| Opal Wealth Advisors, LLC | 0.01% | New | 451 | $19K |
| Kelly Financial Services LLC | 0.01% | Add +1.6% | 443 | $19K |
| Citigroup Inc. | 0.00% | Add +0.5% | 439 | $19K |
| Larson Financial Group LLC | 0.00% | Add +1142.9% | 435 | $18K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -65.5% | 434 | $18K |
| Bell Investment Advisors, Inc | 0.00% | Add +2.0% | 353 | $15K |
| Mascoma Wealth Management LLC | 0.00% | Reduce -56.1% | 351 | $15K |
| Family Asset Management, LLC | 0.01% | New | 350 | $15K |
| Castleview Partners, LLC | 0.01% | Reduce -30.4% | 350 | $15K |
| Front Row Advisors LLC | 0.01% | No change | 345 | $15K |
| Founders Financial Alliance, LLC | 0.00% | Reduce -16.7% | 339 | $14K |
| Beacon Capital Management, LLC | 0.00% | No change | 336 | $14K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 328 | $14K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -0.6% | 313 | $13K |
| Asset Dedication, LLC | 0.00% | No change | 288 | $12K |
| Gen-Wealth Partners Inc | 0.01% | No change | 280 | $12K |
| Hexagon Capital Partners LLC | 0.00% | No change | 249 | $11K |
| Transcendent Capital Group LLC | 0.01% | New | 230 | $10K |
| Silver Oak Securities, Incorporated | 0.00% | New | 219 | $9K |
| Rothschild Investment LLC | 0.00% | Add +75.2% | 191 | $8K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 189 | $8K |
| ORG Partners LLC | 0.00% | New | 187 | $8K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 181 | $8K |
| Key Financial Inc | 0.00% | No change | 178 | $8K |
| Crewe Advisors LLC | 0.00% | No change | 164 | $7K |
| Brown Financial Advisors | 0.00% | — | 152 | $6K |
| FWL Investment Management, LLC | 0.00% | Add +3.7% | 140 | $6K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -98.3% | 138 | $6K |
| Ridgewood Investments LLC | 0.00% | New | 129 | $5K |
| ICA Group Wealth Management, LLC | 0.00% | Reduce -97.2% | 124 | $5K |
| Financial Management Professionals, Inc. | 0.00% | No change | 120 | $5K |
| First PREMIER Bank | 0.00% | No change | 93 | $4K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -54.8% | 80 | $3K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 76 | $3K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 60 | $3K |
| Bogart Wealth, LLC | 0.00% | New | 27 | $1K |
| Trifecta Capital Advisors, LLC | 0.00% | No change | 25 | $1K |
| Financial Connections Group, Inc. | 0.00% | New | 42 | $1K |
| Tsfg, LLC | 0.00% | No change | 26 | $1K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 6 | $1K |
| Trust Co. of Vermont | 0.00% | No change | 23 | $971 |
| AllSquare Wealth Management LLC | 0.00% | No change | 15 | $633 |
| M&R Capital Management Inc. | 0.00% | Reduce -93.0% | 15 | $633 |
| Carolinas Wealth Consulting LLC | 0.00% | No change | 10 | $422 |
| Aspire Wealth Management Corp | 0.00% | Reduce -25.0% | 3 | $135 |
| Cedar Wealth Management, LLC | 0.00% | No change | 1 | $42 |
| NewSquare Capital LLC | 0.00% | No change | 1 | $30 |
"% of holder's portfolio" is SHYG's weight in each manager's 13F, not the share of iShares 0-5 YR HY Corp. Bond the manager owns.