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SHYM

iShares Short Duration High Yield Muni Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AAS
26
Avantax Advisory Services
Texas
$891K +$181K +7,884 +25%
MML Investors Services
27
MML Investors Services
Massachusetts
$754K +$310K +13,497 +68%
PPWP
28
Premier Path Wealth Partners
New Jersey
$655K -$3.37K -147 -0.5%
Mariner
29
Mariner
Kansas
$655K +$663K +28,908 New
Creative Planning
30
Creative Planning
Kansas
$563K +$32.3K +1,408 +6%
BCI
31
Brinker Capital Investments
Pennsylvania
$539K -$65.2K -2,843 -11%
OPS
32
Orion Portfolio Solutions
Nebraska
$539K -$65.2K -2,843 -11%
PAS
33
Park Avenue Securities
New York
$522K +$137K +5,957 +35%
SWP
34
ShoreHaven Wealth Partners
New Jersey
$521K -$21K -917 -4%
PCA
35
Prosperity Capital Advisors
Ohio
$493K +$98.7K +4,303 +25%
AWS
36
Atria Wealth Solutions
New York
$489K +$495K +21,582 New
Envestnet Portfolio Solutions
37
Envestnet Portfolio Solutions
Illinois
$461K +$58.8K +2,563 +14%
Wealth Enhancement Advisory Services
38
Wealth Enhancement Advisory Services
Minnesota
$461K +$467K +20,345 New
VC
39
Veracity Capital
Georgia
$449K
MCWS
40
McKinley Carter Wealth Services
West Virginia
$423K +$177K +7,695 +70%
HCC
41
Hirtle Callaghan & Co
Pennsylvania
$411K
Citadel Advisors
42
Citadel Advisors
Florida
$402K +$407K +17,743 New
AWM
43
Apollon Wealth Management
South Carolina
$396K -$11.4K -499 -3%
VPP
44
Vertex Planning Partners
Illinois
$374K +$40.1K +1,748 +12%
SA
45
SFI Advisors
New Jersey
$363K +$368K +16,037 New
P
46
&Partners
Tennessee
$350K +$40.3K +1,755 +13%
CRI
47
Commonwealth Retirement Investments
Virginia
$348K +$353K +15,368 New
SFM
48
Signet Financial Management
New Jersey
$339K +$4.91K +214 +1%
SAM
49
SignalPoint Asset Management
Missouri
$332K +$336K +14,640 New
KCIC
50
Kuhn & Co Investment Counsel
Illinois
$311K +$87.9K +3,830 +39%