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SHYM

iShares Short Duration High Yield Muni Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JGCM
51
Joseph Group Capital Management
Ohio
$413K +$410K +18,511 New
HCC
52
Hirtle Callaghan & Co
Pennsylvania
$405K
RA
53
RFG Advisory
Alabama
$404K -$578K -26,060 -59%
P
54
&Partners
Tennessee
$396K +$50.8K +2,290 +15%
VPP
55
Vertex Planning Partners
Illinois
$395K +$27.6K +1,244 +8%
CAL
56
Capital Analysts LLC
Pennsylvania
$391K +$388K +17,519 New
IA
57
IFG Advisors
Missouri
$376K +$2.24K +101 +0.6%
AWM
58
Apollon Wealth Management
South Carolina
$373K -$194K -8,750 -34%
KCIC
59
Kuhn & Co Investment Counsel
Illinois
$356K +$40K +1,802 +13%
RBC
60
Rye Brook Capital
Connecticut
$351K +$349K +15,750 New
SFM
61
Signet Financial Management
New Jersey
$330K +$34.5K +1,555 +12%
FFA
62
Farther Finance Advisors
California
$327K
Wealth Enhancement Advisory Services
63
Wealth Enhancement Advisory Services
Minnesota
$306K -$137K -6,198 -31%
CFA
64
Camarda Financial Advisors
Florida
$299K +$29.3K +1,323 +11%
SWP
65
ShoreHaven Wealth Partners
New Jersey
$274K -$310K -13,990 -53%
IWS
66
Insight Wealth Strategies
California
$250K +$2.97K +134 +1%
AWM
67
Axxcess Wealth Management
California
$247K +$245K +11,055 New
CAAS
68
Capital Asset Advisory Services
Michigan
$246K +$245K +11,055 New
AFP
69
Ausdal Financial Partners
Iowa
$243K +$8.31K +375 +4%
PA
70
Parallel Advisors
California
$241K
EH
71
Equitable Holdings
New York
$234K
OCM
72
Objective Capital Management
Ohio
$229K +$228K +10,285 New
TWM
73
Thrive Wealth Management
Pennsylvania
$226K +$224K +10,113 New
MWM
74
Mission Wealth Management
California
$223K -$52.6K -2,371 -19%
DT
75
Diversified Trust
Tennessee
$223K