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SHYM

iShares Short Duration High Yield Muni Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
76
Castle Wealth Management
Florida
$253K +$251K +11,332 New
BIG
77
Brookwood Investment Group
Arizona
$250K +$248K +11,211 New
MWML
78
M Wealth Management LLC
California
$250K +$248K +11,200 New
NW
79
NewEdge Wealth
Pennsylvania
$249K +$248K +11,180 New
NA
80
NewEdge Advisors
Louisiana
$246K +$223K +10,048 +1,041%
WIP
81
WealthCare Investment Partners
Rhode Island
$243K +$20.2K +912 +9%
SFS
82
Sowell Financial Services
Arkansas
$237K +$235K +10,609 New
AI
83
Atria Investments
North Carolina
$236K -$1.17M -52,971 -83%
EH
84
Equitable Holdings
New York
$235K
MWM
85
Mission Wealth Management
California
$226K +$2.3K +104 +1%
KFGG
86
Keystone Financial Group (Georgia)
Georgia
$225K +$164K +7,387 +273%
DT
87
Diversified Trust
Tennessee
$223K
IWC
88
Integrated Wealth Concepts
Massachusetts
$221K +$532 +24 +0.2%
PWM
89
Perigon Wealth Management
California
$219K
TWP
90
Triad Wealth Partners
Kansas
$216K
WFS
91
Weitzel Financial Services
Iowa
$210K
TWM
92
TCFG Wealth Management
California
$207K +$205K +9,266 New
Thrivent Financial for Lutherans
93
Thrivent Financial for Lutherans
Minnesota
$205K +$203K +9,161 New
JWA
94
JFS Wealth Advisors
Pennsylvania
$198K +$46.1K +2,082 +31%
PTC
95
Private Trust Company
Ohio
$167K
NEWAS
96
N.E.W. Advisory Services
Wisconsin
$137K -$9.97K -450 -7%
IA
97
IFP Advisors
Florida
$126K +$125K +5,643 New
KPP
98
Kings Path Partners
Texas
$101K +$155 +7 +0.2%
Comerica Bank
99
Comerica Bank
Texas
$94.1K +$48.8K +2,205 +110%
GF
100
GGM Financials
Ohio
$76.4K +$75.7K +3,420 New