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HIMU

iShares High Yield Muni Active ETF
HIMU

Name Holding Trade Value Shares
Change 		Change in
Stake
OIA
151
OneDigital Investment Advisors
Kansas
$547K -$10.8K -220 -2%
SIM
152
Synergy Investment Management
Florida
$535K +$22.3K +454 +4%
VCP
153
Verus Capital Partners
Arizona
$527K +$18.9K +386 +4%
SA
154
Sovran Advisors
California
$525K +$99.7K +2,032 +23%
IA
155
IFP Advisors
Florida
$520K +$228K +4,651 +77%
TFS
156
Thoroughbred Financial Services
Tennessee
$512K +$10.1K +205 +2%
CA
157
Claro Advisors
Massachusetts
$507K +$116K +2,371 +29%
WS
158
Wedbush Securities
California
$504K +$32.4K +660 +7%
DWM
159
DeLarme Wealth Management
California
$502K +$506K +10,319 New
CPG
160
Cornerstone Planning Group
New Jersey
$490K +$16.1K +329 +3%
LOWM
161
Laurel Oak Wealth Management
New Jersey
$489K +$493K +10,053 New
MYIA
162
Mount Yale Investment Advisors
Colorado
$467K +$471K +9,593 New
ACA
163
Aptus Capital Advisors
Alabama
$458K +$61.7K +1,257 +15%
MFA
164
Mayflower Financial Advisors
Massachusetts
$455K -$354K -7,227 -44%
VPF
165
Vantage Point Financial
Illinois
$455K +$459K +9,348 New
BEI
166
Benjamin Edwards Inc
Missouri
$455K +$47.4K +967 +12%
ASN
167
Advisory Services Network
Georgia
$453K -$19.8K -404 -4%
HP
168
Holistic Planning
Texas
$446K +$450K +9,169 New
EAM
169
Empirical Asset Management
Massachusetts
$444K – – –
LFG
170
Leverty Financial Group
Wisconsin
$436K -$78.3K -1,596 -15%
CWMK
171
Caliber Wealth Management (Kansas)
Kansas
$433K +$143K +2,925 +49%
GWP
172
Gen-Wealth Partners
Michigan
$430K +$131K +2,681 +44%
AIM
173
Advyzon Investment Management
Illinois
$424K +$427K +8,710 New
LWM
174
Liberty Wealth Management
California
$423K -$46.5K -949 -10%
MHR
175
Matthew Hamilton Rosenberg
$416K +$144K +2,930 +52%
5 6
7
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