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SHYM

iShares Short Duration High Yield Muni Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
51
Creative Planning
Kansas
$805K +$293K +13,140 +56%
BPA
52
Beacon Pointe Advisors
California
$795K -$27.1K -1,214 -3%
BCI
53
Brinker Capital Investments
Pennsylvania
$788K -$66K -2,957 -8%
Envestnet Portfolio Solutions
54
Envestnet Portfolio Solutions
Illinois
$782K +$213K +9,540 +37%
OMC
55
Old Mission Capital
Illinois
$769K +$780K +34,943 New
KAS
56
Kestra Advisory Services
Texas
$759K +$64.4K +2,888 +9%
EIP
57
Ellis Investment Partners
Pennsylvania
$735K +$185K +8,288 +33%
SWP
58
ShoreHaven Wealth Partners
New Jersey
$724K -$18.7K -839 -2%
SWP
59
Sagespring Wealth Partners
Tennessee
$700K +$709K +31,774 New
BWG
60
Beta Wealth Group
California
$688K +$7.99K +358 +1%
PSCM
61
Per Stirling Capital Management
Texas
$660K +$224K +10,025 +50%
FPAS
62
Focus Partners Advisor Solutions
Missouri
$659K +$150K +6,729 +29%
RWA
63
Redhawk Wealth Advisors
Minnesota
$638K +$646K +28,964 New
LEA
64
Legacy Edge Advisors
New York
$635K +$200K +8,980 +45%
AF
65
Allworth Financial
California
$632K
KPWS
66
Kestra Private Wealth Services
Texas
$604K +$299K +13,388 +95%
HI
67
Harbour Investments
Wisconsin
$587K -$108K -4,857 -15%
BFG
68
Beto Financial Group
Idaho
$582K +$290K +12,998 +98%
AWM
69
Apollon Wealth Management
South Carolina
$567K -$66.9K -3,000 -10%
P
70
&Partners
Tennessee
$546K +$58.5K +2,624 +12%
KCIC
71
Kuhn & Co Investment Counsel
Illinois
$522K
SFG
72
Sovereign Financial Group
Connecticut
$495K +$502K +22,492 New
PWAM
73
Private Wealth Asset Management
Iowa
$473K +$479K +21,470 New
SFM
74
Signet Financial Management
New Jersey
$473K +$2.94K +132 +0.6%
VC
75
Veracity Capital
Georgia
$436K