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SHYM

iShares Short Duration High Yield Muni Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
76
Steward Partners Investment Advisory
New York
$51.7K +$32.9K +1,434 +170%
PS
77
Principal Securities
Iowa
$48.9K +$49.5K +2,159 New
AF
78
Advisornet Financial
Minnesota
$42.7K
UBS Group
79
UBS Group
Switzerland
$39.4K +$39.9K +1,739 New
PTC
80
Private Trust Company
Ohio
$24.6K
SWM
81
Spire Wealth Management
Virginia
$24.4K +$24.7K +1,075 New
KFGG
82
Keystone Financial Group (Georgia)
Georgia
$23.8K +$24.1K +1,050 New
TCG
83
Transcendent Capital Group
Oklahoma
$16.8K
NA
84
NewEdge Advisors
Louisiana
$15.9K +$12.3K +535 +324%
WWP
85
WR Wealth Planners
Missouri
$13.6K
GRP
86
Global Retirement Partners
California
$11.9K +$12K +525 New
CFO
87
CVA Family Office
Colorado
$10.5K
Carson Wealth (CWM LLC)
88
Carson Wealth (CWM LLC)
Nebraska
$8K
BIG
89
Brooklyn Investment Group
New York
$7.82K +$7.91K +345 New
GWSG
90
GPS Wealth Strategies Group
Colorado
$4.99K
Morgan Stanley
91
Morgan Stanley
New York
$37
Wells Fargo
92
Wells Fargo
California
$1
OPAM
93
Ocean Park Asset Management
California
-$2.53M -109,100 Closed
FPAS
94
Focus Partners Advisor Solutions
Missouri
-$870K -37,547 Closed
Mirae Asset Global Investments
95
Mirae Asset Global Investments
South Korea
-$813K -35,000 Closed
VR
96
Valued Retirements
Texas
-$608K -26,216 Closed
TFGT
97
TS Financial Group (TSFG)
Illinois
-$464K -20,000 Closed
Prudential Financial
98
Prudential Financial
New Jersey
-$410K -17,670 Closed
CCA
99
Cora Capital Advisors
New Jersey
-$371K -16,000 Closed
WAP
100
Wealthcare Advisory Partners
Pennsylvania
-$364K -15,724 Closed