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SHYM

iShares Short Duration High Yield Muni Active ETF
SHYM

Name Holding Trade Value Shares
Change 		Change in
Stake
KCIC
76
Kuhn & Co Investment Counsel
Illinois
$533K – – –
RPGNY
77
Retirement Planning Group (New York)
New York
$518K +$79.6K +3,582 +18%
SFG
78
Sovereign Financial Group
Connecticut
$505K – – –
KPWS
79
Kestra Private Wealth Services
Texas
$493K -$122K -5,471 -20%
SWP
80
Sagespring Wealth Partners
Tennessee
$483K -$228K -10,278 -32%
PWAM
81
Private Wealth Asset Management
Iowa
$482K – – –
SFS
82
Sowell Financial Services
Arkansas
$469K +$215K +9,669 +86%
AAS
83
Ameritas Advisory Services
Nebraska
$467K +$462K +20,782 New
PPWP
84
Premier Path Wealth Partners
New Jersey
$466K +$64K +2,881 +16%
HWM
85
Horizon Wealth Management
Illinois
$453K +$115K +5,184 +35%
DAS
86
Dynamic Advisor Solutions
Arizona
$446K +$37.8K +1,703 +9%
VC
87
Veracity Capital
Georgia
$445K – – –
FHA
88
Flagship Harbor Advisors
Massachusetts
$443K +$178K +8,013 +68%
SIA
89
Serenity Investment Advisors
Illinois
$442K +$19.6K +882 +5%
AIM
90
Advyzon Investment Management
Illinois
$417K +$413K +18,596 New
TRCT
91
Tower Research Capital (TRC)
New York
$400K +$129K +5,793 +48%
BFC
92
Bedel Financial Consulting
Indiana
$387K +$133 +6 +0%
CWM
93
Cornerstone Wealth Management
Missouri
$379K +$21.1K +950 +6%
HF
94
HRT Financial
New York
$371K +$367K +16,537 New
IWC
95
Integrated Wealth Concepts
Massachusetts
$367K +$143K +6,428 +65%
EH
96
Equitable Holdings
New York
$356K +$7.4K +333 +2%
AWA
97
ARQ Wealth Advisors
Arizona
$355K +$356K +16,000 New
PWA
98
Perspective Wealth Advisors
Colorado
$349K +$346K +15,557 New
CFA
99
Camarda Financial Advisors
Florida
$340K -$3.07K -138 -0.9%
ASN
100
Advisory Services Network
Georgia
$330K +$7.47K +336 +2%
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4
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