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SHYM

iShares Short Duration High Yield Muni Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Mirae Asset Global Investments
26
Mirae Asset Global Investments
South Korea
$813K +$804K +35,000 New
AAS
27
Avantax Advisory Services
Texas
$728K +$112K +4,864 +18%
PPWP
28
Premier Path Wealth Partners
New Jersey
$674K +$33.9K +1,474 +5%
BCI
29
Brinker Capital Investments
Pennsylvania
$617K +$611K +26,618 New
OPS
30
Orion Portfolio Solutions
Nebraska
$617K +$611K +26,618 New
VR
31
Valued Retirements
Texas
$608K
SWP
32
ShoreHaven Wealth Partners
New Jersey
$554K +$549K +23,895 New
Creative Planning
33
Creative Planning
Kansas
$543K
TFGT
34
TS Financial Group (TSFG)
Illinois
$464K +$459K +20,000 New
MML Investors Services
35
MML Investors Services
Massachusetts
$459K +$454K +19,786 New
VC
36
Veracity Capital
Georgia
$459K
HCC
37
Hirtle Callaghan & Co
Pennsylvania
$421K
AWM
38
Apollon Wealth Management
South Carolina
$417K +$86.1K +3,750 +26%
Envestnet Portfolio Solutions
39
Envestnet Portfolio Solutions
Illinois
$412K +$409K +17,791 New
Prudential Financial
40
Prudential Financial
New Jersey
$410K +$406K +17,670 New
PCA
41
Prosperity Capital Advisors
Ohio
$405K +$401K +17,451 New
PAS
42
Park Avenue Securities
New York
$396K +$393K +17,092 New
CCA
43
Cora Capital Advisors
New Jersey
$371K +$367K +16,000 New
WAP
44
Wealthcare Advisory Partners
Pennsylvania
$364K +$361K +15,724 New
SFM
45
Signet Financial Management
New Jersey
$342K +$62.2K +2,710 +22%
VPP
46
Vertex Planning Partners
Illinois
$342K +$75.1K +3,271 +28%
P
47
&Partners
Tennessee
$317K +$314K +13,659 New
FPGK
48
Financial Partners Group (Kansas)
Kansas
$278K +$276K +11,999 New
NCM
49
New Capital Management
Texas
$259K
MCWS
50
McKinley Carter Wealth Services
West Virginia
$255K +$5.51K +240 +2%