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iShares Short Duration High Yield Muni Active ETF
SHYM

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
101
Axxcess Wealth Management
California
$330K +$326K +14,691 New
BIG
102
Brookwood Investment Group
Arizona
$321K -$35.4K -1,594 -10%
AWM
103
Alterna Wealth Management
Texas
$318K +$315K +14,166 New
PS
104
Principal Securities
Iowa
$317K +$39.1K +1,759 +14%
AFO
105
Arrowroot Family Office
California
$316K +$78.2K +3,518 +33%
PA
106
Parallel Advisors
California
$314K +$311K +14,001 New
IWC
107
Integrated Wealth Concepts
Massachusetts
$310K +$85.8K +3,861 +39%
VF
108
Vawter Financial
Ohio
$309K – – –
CWM
109
Castle Wealth Management
Florida
$305K – – –
HI
110
Harbour Investments
Wisconsin
$303K -$293K -13,177 -49%
S
111
SignatureFD
Georgia
$301K +$298K +13,400 New
VR
112
Vision Retirement
New Jersey
$290K +$2.09K +94 +0.7%
APFP
113
Action Point Financial Planning
Michigan
$276K +$274K +12,313 New
WAP
114
Wealthcare Advisory Partners
Pennsylvania
$271K +$13.8K +619 +5%
AFP
115
Alpha Financial Partners
Kentucky
$257K +$2.56K +115 +1%
MWML
116
M Wealth Management LLC
California
$251K -$111K -5,000 -31%
NW
117
NewEdge Wealth
Pennsylvania
$251K – – –
WIP
118
WealthCare Investment Partners
Rhode Island
$240K -$27.7K -1,245 -10%
CSP
119
Cary Street Partners
Virginia
$226K – – –
DT
120
Diversified Trust
Tennessee
$225K – – –
MA
121
Mutual Advisors
Nebraska
$224K +$222K +9,973 New
TWP
122
Triad Wealth Partners
Kansas
$213K – – –
PWM
123
Perigon Wealth Management
California
$209K -$10.1K -453 -5%
DWT
124
Dorsey & Whitney Trust
South Dakota
$208K +$206K +9,278 New
JWA
125
JFS Wealth Advisors
Pennsylvania
$199K – – –
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5
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