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iShares Short Duration High Yield Muni Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RPGNY
76
Retirement Planning Group (New York)
New York
$429K +$435K +19,495 New
RA
77
RFG Advisory
Alabama
$428K +$91.7K +4,109 +27%
SIA
78
Serenity Investment Advisors
Illinois
$423K +$20.9K +939 +5%
DAS
79
Dynamic Advisor Solutions
Arizona
$400K +$49.7K +2,228 +14%
PPWP
80
Premier Path Wealth Partners
New Jersey
$393K +$117K +5,251 +42%
BFC
81
Bedel Financial Consulting
Indiana
$380K +$11.7K +524 +3%
ML
82
McAdam LLC
Pennsylvania
$369K -$22.9K -1,026 -6%
WFS
83
Weitzel Financial Services
Iowa
$368K +$9.37K +420 +3%
Wealth Enhancement Advisory Services
84
Wealth Enhancement Advisory Services
Minnesota
$358K -$1.3M -58,293 -78%
MWML
85
M Wealth Management LLC
California
$357K -$112K -5,000 -24%
CWM
86
Cornerstone Wealth Management
Missouri
$350K +$355K +15,914 New
BIG
87
Brookwood Investment Group
Arizona
$350K +$18.9K +846 +6%
EH
88
Equitable Holdings
New York
$345K +$6.4K +287 +2%
CFA
89
Camarda Financial Advisors
Florida
$337K +$3.93K +176 +1%
HWM
90
Horizon Wealth Management
Illinois
$330K +$335K +15,000 New
CAAS
91
Capital Asset Advisory Services
Michigan
$324K -$31.3K -1,402 -9%
ASN
92
Advisory Services Network
Georgia
$316K +$89 +4 +0%
VF
93
Vawter Financial
Ohio
$303K -$33.3K -1,494 -10%
CWM
94
Castle Wealth Management
Florida
$299K – – –
VR
95
Vision Retirement
New Jersey
$282K -$122K -5,446 -30%
PS
96
Principal Securities
Iowa
$272K +$276K +12,354 New
TRCT
97
Tower Research Capital (TRC)
New York
$265K +$224K +10,048 +511%
WIP
98
WealthCare Investment Partners
Rhode Island
$263K -$101K -4,517 -27%
FHA
99
Flagship Harbor Advisors
Massachusetts
$258K +$261K +11,702 New
WAP
100
Wealthcare Advisory Partners
Pennsylvania
$252K +$53.5K +2,400 +26%