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SHYM

iShares Short Duration High Yield Muni Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OWM
1
Orgel Wealth Management
Wisconsin
$183M +$181M +8,146,410 New
LPL Financial
2
LPL Financial
California
$59.1M +$26.3M +1,185,089 +82%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$29.7M +$853K +38,380 +3%
Osaic Holdings
4
Osaic Holdings
Arizona
$18.8M +$4.72M +212,356 +34%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$17.1M +$3.32M +149,516 +24%
JP Morgan Chase
6
JP Morgan Chase
New York
$9.33M +$728K +32,779 +9%
HighTower Advisors
7
HighTower Advisors
Illinois
$8.34M +$1.28M +57,711 +18%
QWP
8
Quotient Wealth Partners
Texas
$7.26M +$479K +21,565 +7%
DWM
9
Dynasty Wealth Management
Florida
$7.13M +$318K +14,332 +5%
TC
10
Trust Company
Kansas
$6.44M -$111K -5,007 -2%
PWM
11
Prentice Wealth Management
New York
$5.55M +$683K +30,743 +14%
MML Investors Services
12
MML Investors Services
Massachusetts
$4.88M +$622K +27,970 +15%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$4.38M -$41.5K -1,869 -0.9%
FAM
14
Forte Asset Management
New York
$4.01M +$756 +34 +0%
EWP
15
Evergreen Wealth Partners
Montana
$3.65M +$253K +11,386 +8%
RWM
16
Rialto Wealth Management
New York
$3.63M +$1.15M +51,860 +47%
IWM
17
IHT Wealth Management
Illinois
$3.53M -$2.61M -117,396 -43%
CCWA
18
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.46M -$502K -22,600 -13%
ATPW
19
Ashton Thomas Private Wealth
Arizona
$3.11M -$32.7K -1,471 -1%
CAL
20
Capital Analysts LLC
Pennsylvania
$3.1M -$53K -2,387 -2%
VPP
21
Vertex Planning Partners
Illinois
$3.05M +$424K +19,080 +16%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$2.42M +$59K +2,653 +3%
FFP
23
FourThought Financial Partners
Florida
$2.38M +$2.16K +97 +0.1%
Truist Financial
24
Truist Financial
North Carolina
$2.36M +$254K +11,422 +12%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$2.36M +$467K +21,004 +25%