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HIMU

iShares High Yield Muni Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AL
101
ARWA LLC
Texas
$789K +$454K +9,308 +139%
QCM
102
Quantinno Capital Management
New York
$763K -$127K -2,604 -15%
ICP
103
Interchange Capital Partners
Pennsylvania
$759K +$743K +15,235 New
Wealth Enhancement Advisory Services
104
Wealth Enhancement Advisory Services
Minnesota
$747K -$81.6K -1,672 -10%
AIM
105
Advyzon Investment Management
Illinois
$712K +$698K +14,298 New
SWM
106
Silverlake Wealth Management
Vermont
$699K +$225K +4,609 +49%
EL
107
EQ LLC
Washington
$619K -$133K -2,721 -18%
SIM
108
Synergy Investment Management
Florida
$609K -$55.5K -1,138 -9%
CSWG
109
Cardinal Strategic Wealth Guidance
Kentucky
$608K -$3.08M -63,035 -84%
CIA
110
Concurrent Investment Advisors
Florida
$605K -$2.26M -46,314 -79%
US Bancorp
111
US Bancorp
Minnesota
$603K +$591K +12,112 New
RPGK
112
Retirement Planning Group (Kansas)
Kansas
$593K -$29.9K -613 -5%
Fifth Third Bancorp
113
Fifth Third Bancorp
Ohio
$577K +$46.5K +954 +9%
AWM
114
AE Wealth Management
Kansas
$562K -$613K -12,568 -53%
APFP
115
Action Point Financial Planning
Michigan
$562K +$550K +11,282 New
PA
116
PFG Advisors
Arizona
$557K -$346K -7,098 -39%
LGA
117
Lebenthal Global Advisors
New York
$540K -$160K -3,280 -23%
EWA
118
EP Wealth Advisors
California
$539K +$528K +10,819 New
BPAMU
119
BTG Pactual Asset Management US
New York
$525K +$207K +4,246 +68%
TFS
120
Thoroughbred Financial Services
Tennessee
$523K -$1.37K -28 -0.3%
UBS AM
121
UBS AM
Illinois
$520K
RW
122
Rockport Wealth
Ohio
$516K
FAM
123
Formidable Asset Management
Ohio
$503K +$511K +10,477 New
LOWM
124
Laurel Oak Wealth Management
New Jersey
$501K
SAI
125
Savvy Advisors Inc
New York
$495K +$68.4K +1,401 +16%