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SHYM

iShares Short Duration High Yield Muni Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KCIC
51
Kuhn & Co Investment Counsel
Illinois
$450K +$91.9K +4,150 +26%
VC
52
Veracity Capital
Georgia
$442K
PPWP
53
Premier Path Wealth Partners
New Jersey
$429K -$220K -9,913 -34%
AWM
54
Apollon Wealth Management
South Carolina
$418K +$44.3K +2,000 +12%
Envestnet Portfolio Solutions
55
Envestnet Portfolio Solutions
Illinois
$418K -$50.3K -2,271 -11%
ML
56
McAdam LLC
Pennsylvania
$417K -$42.2K -1,906 -9%
HCC
57
Hirtle Callaghan & Co
Pennsylvania
$405K
RWM
58
Rialto Wealth Management
New York
$396K +$392K +17,713 New
AG
59
AmeriFlex Group
Nevada
$386K +$382K +17,262 New
WAP
60
Wealthcare Advisory Partners
Pennsylvania
$383K -$32.9K -1,484 -8%
HI
61
Harbour Investments
Wisconsin
$382K +$325K +14,685 +608%
Stifel Financial
62
Stifel Financial
Missouri
$376K +$372K +16,816 New
OCM
63
Objective Capital Management
Ohio
$370K +$139K +6,260 +61%
SFM
64
Signet Financial Management
New Jersey
$358K +$27.1K +1,224 +8%
FFA
65
Farther Finance Advisors
California
$355K +$28K +1,265 +9%
AWM
66
Axxcess Wealth Management
California
$352K +$104K +4,718 +43%
CAAS
67
Capital Asset Advisory Services
Michigan
$352K +$104K +4,718 +43%
RBC
68
Rye Brook Capital
Connecticut
$352K
KWM
69
Keebeck Wealth Management
Illinois
$350K +$347K +15,670 New
VF
70
Vawter Financial
Ohio
$341K +$338K +15,250 New
CFA
71
Camarda Financial Advisors
Florida
$337K +$37.6K +1,697 +13%
RA
72
RFG Advisory
Alabama
$335K -$69.8K -3,150 -17%
ASN
73
Advisory Services Network
Georgia
$287K +$75K +3,388 +36%
CA
74
Claro Advisors
Massachusetts
$262K +$260K +11,719 New
IWS
75
Insight Wealth Strategies
California
$254K +$2.59K +117 +1%