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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
$1.6M +$171K +7,694 +12%
MML Investors Services
27
MML Investors Services
Massachusetts
$1.51M +$607K +27,395 +68%
TWM
28
Tolleson Wealth Management
Texas
$1.46M -$43.7K -1,970 -3%
AI
29
Atria Investments
North Carolina
$1.42M -$2.73M -123,135 -66%
Natixis Advisors
30
Natixis Advisors
Massachusetts
$1.13M +$13.1K +590 +1%
ATPW
31
Ashton Thomas Private Wealth
Arizona
$1.08M -$107K -4,834 -9%
PCA
32
Prosperity Capital Advisors
Ohio
$801K -$30.4K -1,371 -4%
BCI
33
Brinker Capital Investments
Pennsylvania
$776K +$264K +11,902 +52%
GCA
34
Gradient Capital Advisors
California
$773K +$768K +34,635 New
AF
35
Allworth Financial
California
$729K +$618K +27,881 +583%
PPWP
36
Premier Path Wealth Partners
New Jersey
$649K -$46.3K -2,090 -7%
CW
37
CreativeOne Wealth
Kansas
$615K +$163K +7,344 +36%
FPAS
38
Focus Partners Advisor Solutions
Missouri
$614K -$29.9K -1,350 -5%
PF
39
Penney Financial
Texas
$609K +$605K +27,300 New
SFWC
40
Strategic Family Wealth Counselors
New Jersey
$591K
KAS
41
Kestra Advisory Services
Texas
$567K +$564K +25,427 New
AWS
42
Atria Wealth Solutions
New York
$533K +$33.9K +1,530 +7%
Creative Planning
43
Creative Planning
Kansas
$523K -$31.2K -1,408 -6%
PAS
44
Park Avenue Securities
New York
$472K -$22.6K -1,017 -5%
Envestnet Portfolio Solutions
45
Envestnet Portfolio Solutions
Illinois
$468K -$48.1K -2,167 -9%
MI
46
Moneywise Inc
Virginia
$467K +$464K +20,947 New
SEM
47
Strategic Equity Management
Arizona
$467K +$464K +20,947 New
ML
48
McAdam LLC
Pennsylvania
$459K +$456K +20,562 New
VC
49
Veracity Capital
Georgia
$442K +$22 +1 +0%
WAP
50
Wealthcare Advisory Partners
Pennsylvania
$416K -$3.26K -147 -0.8%