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SHYM

iShares Short Duration High Yield Muni Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KAS
51
Kestra Advisory Services
Texas
$702K +$157K +7,054 +29%
HI
52
Harbour Investments
Wisconsin
$700K +$321K +14,418 +84%
BWG
53
Beta Wealth Group
California
$687K -$128K -5,766 -16%
SWP
54
Stratos Wealth Partners
Ohio
$661K +$662K +29,749 New
AWM
55
Apollon Wealth Management
South Carolina
$638K +$223K +10,000 +53%
AF
56
Allworth Financial
California
$638K -$34.9K -1,568 -5%
EC
57
Elequin Capital
New York
$633K +$574K +25,774 +948%
Envestnet Portfolio Solutions
58
Envestnet Portfolio Solutions
Illinois
$577K +$162K +7,273 +39%
EIP
59
Ellis Investment Partners
Pennsylvania
$558K +$559K +25,097 New
KCIC
60
Kuhn & Co Investment Counsel
Illinois
$527K +$80.1K +3,598 +18%
Creative Planning
61
Creative Planning
Kansas
$520K
FPAS
62
Focus Partners Advisor Solutions
Missouri
$515K -$710K -31,869 -58%
P
63
&Partners
Tennessee
$493K +$43.3K +1,944 +10%
VPP
64
Vertex Planning Partners
Illinois
$482K -$7.73K -347 -2%
SFM
65
Signet Financial Management
New Jersey
$474K +$118K +5,302 +33%
MWML
66
M Wealth Management LLC
California
$471K +$223K +10,000 +89%
PSCM
67
Per Stirling Capital Management
Texas
$443K -$458K -20,585 -51%
LEA
68
Legacy Edge Advisors
New York
$441K +$442K +19,860 New
VC
69
Veracity Capital
Georgia
$440K
VR
70
Vision Retirement
New Jersey
$406K +$407K +18,258 New
SIA
71
Serenity Investment Advisors
Illinois
$405K +$405K +18,174 New
NA
72
NewEdge Advisors
Louisiana
$403K +$159K +7,145 +65%
HCC
73
Hirtle Callaghan & Co
Pennsylvania
$403K
ML
74
McAdam LLC
Pennsylvania
$395K -$19.6K -882 -5%
PAS
75
Park Avenue Securities
New York
$383K -$112K -5,045 -23%