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SHYM

iShares Short Duration High Yield Muni Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
51
Financial Engines Advisors
California
$962K
OCM
52
Objective Capital Management
Ohio
$938K +$33.3K +1,500 +4%
Wealth Enhancement Advisory Services
53
Wealth Enhancement Advisory Services
Minnesota
$924K +$558K +25,097 +154%
NA
54
NewEdge Advisors
Louisiana
$847K +$786K +35,373 +1,499%
LEA
55
Legacy Edge Advisors
New York
$840K +$191K +8,598 +30%
BPA
56
Beacon Pointe Advisors
California
$818K +$7.27K +327 +0.9%
BCI
57
Brinker Capital Investments
Pennsylvania
$762K -$41.7K -1,876 -5%
MWM
58
Marietta Wealth Management
Georgia
$760K +$752K +33,837 New
SWP
59
ShoreHaven Wealth Partners
New Jersey
$759K +$20K +901 +3%
ARG
60
Advisory Resource Group
Oklahoma
$727K -$2.52M -113,287 -78%
TWM
61
Tortuga Wealth Management
California
$698K +$691K +31,092 New
Jane Street
62
Jane Street
New York
$698K -$2.24M -100,706 -76%
BFG
63
Beto Financial Group
Idaho
$689K +$106K +4,752 +18%
PSCM
64
Per Stirling Capital Management
Texas
$677K +$4.55K +205 +0.7%
Creative Planning
65
Creative Planning
Kansas
$661K -$159K -7,142 -20%
KAS
66
Kestra Advisory Services
Texas
$648K -$124K -5,595 -16%
BWG
67
Beta Wealth Group
California
$647K -$54.3K -2,444 -8%
P
68
&Partners
Tennessee
$644K +$86.7K +3,900 +16%
WFS
69
Weitzel Financial Services
Iowa
$634K +$258K +11,601 +69%
OMC
70
Old Mission Capital
Illinois
$618K -$165K -7,404 -21%
DWP
71
Destiny Wealth Partners
Florida
$615K -$464K -20,900 -43%
FAL
72
Focused Alpha LLC
Colorado
$600K +$594K +26,709 New
SF
73
Summit Financial
New Jersey
$583K +$577K +25,955 New
RA
74
RFG Advisory
Alabama
$579K +$142K +6,368 +33%
AWM
75
Apollon Wealth Management
South Carolina
$566K -$11.1K -500 -2%