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SHYM

iShares Short Duration High Yield Muni Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
26
SK Wealth Management
Rhode Island
$1.98M +$1.97M +88,384 New
PAG
27
Private Advisor Group
New Jersey
$1.9M -$275K -12,345 -13%
WWA
28
WCG Wealth Advisors
Nevada
$1.86M +$503K +22,591 +37%
KWM
29
Keebeck Wealth Management
Illinois
$1.79M +$1.45M +64,970 +415%
Wealth Enhancement Advisory Services
30
Wealth Enhancement Advisory Services
Minnesota
$1.66M -$232K -10,418 -12%
DWM
31
DeLarme Wealth Management
California
$1.6M +$1.6M +71,816 New
AFP
32
Ausdal Financial Partners
Iowa
$1.59M +$16.1K +725 +1%
DAS
33
Diversify Advisory Services
Utah
$1.56M -$31.8K -1,428 -2%
JGCM
34
Joseph Group Capital Management
Ohio
$1.55M -$58.9K -2,645 -4%
Truist Financial
35
Truist Financial
North Carolina
$1.48M -$1.05M -47,272 -42%
TWM
36
Tolleson Wealth Management
Texas
$1.46M
CA
37
COFG Advisors
Illinois
$1.34M +$1.34M +60,085 New
CCM
38
Canal Capital Management
Virginia
$1.22M +$1.23M +55,123 New
PCA
39
Prosperity Capital Advisors
Ohio
$1.05M +$129K +5,797 +14%
MA
40
MBA Advisors
Pennsylvania
$1M +$1.01M +45,179 New
WAOTB
41
Wealth Advisors of Tampa Bay
Florida
$1,000K +$1M +45,000 New
DWP
42
Destiny Wealth Partners
Florida
$922K +$80.3K +3,608 +10%
Financial Engines Advisors
43
Financial Engines Advisors
California
$901K +$404K +18,138 +81%
BCI
44
Brinker Capital Investments
Pennsylvania
$861K +$45.8K +2,058 +6%
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$860K +$862K +38,719 New
BPA
46
Beacon Pointe Advisors
California
$830K
RWM
47
Rialto Wealth Management
New York
$769K +$376K +16,903 +95%
Citadel Advisors
48
Citadel Advisors
Florida
$758K +$299K +13,421 +65%
SWP
49
ShoreHaven Wealth Partners
New Jersey
$750K +$74.3K +3,339 +11%
OCM
50
Objective Capital Management
Ohio
$717K +$350K +15,712 +95%