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SHYM

iShares Short Duration High Yield Muni Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BIG
101
Brooklyn Investment Group
New York
$7.7K
WOSD
102
WFA of San Diego
California
$6.69K +$6.65K +300 New
GSWM
103
Golden State Wealth Management
California
$3.03K +$3.02K +136 New
OSAM
104
O'Shaughnessy Asset Management
Connecticut
$647 -$5.9K -266 -90%
PS
105
Principal Securities
Iowa
$446 -$47.4K -2,139 -99%
Morgan Stanley
106
Morgan Stanley
New York
$48 +$44 +2 New
Wells Fargo
107
Wells Fargo
California
$9
Kovitz Investment Group Partners
108
Kovitz Investment Group Partners
Illinois
-$4.98M -219,470 Closed
SAM
109
Secure Asset Management
Michigan
-$2.29M -101,046 Closed
VAS
110
Vestmark Advisory Solutions
Massachusetts
-$575K -25,378 Closed
Citadel Advisors
111
Citadel Advisors
Florida
-$373K -16,433 Closed
CRI
112
Commonwealth Retirement Investments
Virginia
-$348K -15,368 Closed
FTUS
113
Flow Traders U.S.
New York
-$274K -12,069 Closed
GIA
114
Gladstone Institutional Advisory
Florida
-$268K -11,817 Closed
NCM
115
New Capital Management
Texas
-$253K -11,160 Closed
SG
116
StoneX Group
New York
-$246K -10,862 Closed
FPGK
117
Financial Partners Group (Kansas)
Kansas
-$245K -10,786 Closed
GVAG
118
Great Valley Advisor Group
Delaware
-$216K -9,520 Closed
CA
119
CGN Advisors
Kansas
-$211K -9,298 Closed
OIA
120
OneDigital Investment Advisors
Kansas
-$210K -9,268 Closed
RIM
121
Redwood Investment Management
Arizona
-$203K -8,941 Closed
CSP
122
Cary Street Partners
Virginia
-$202K -8,920 Closed
Cetera Investment Advisers
123
Cetera Investment Advisers
Illinois
-$202K -8,897 Closed
WIA
124
Wetzel Investment Advisors
Indiana
-$200K -8,828 Closed
AF
125
Advisornet Financial
Minnesota
-$42.7K -1,883 Closed