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SHYM

iShares Short Duration High Yield Muni Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AFP
101
Alpha Financial Partners
Kentucky
$250K +$1.76K +79 +0.7%
UCFA
102
United Capital Financial Advisors
Texas
$248K +$251K +11,262 New
SFS
103
Sowell Financial Services
Arkansas
$247K +$8.75K +392 +4%
NW
104
NewEdge Wealth
Pennsylvania
$246K
AFO
105
Arrowroot Family Office
California
$233K +$236K +10,567 New
VAMG
106
Voisard Asset Management Group
Michigan
$230K
CSP
107
Cary Street Partners
Virginia
$222K +$225K +10,070 New
DT
108
Diversified Trust
Tennessee
$220K
SG
109
StoneX Group
New York
$219K +$222K +9,935 New
IWC
110
Integrated Wealth Concepts
Massachusetts
$219K +$221K +9,926 New
PWM
111
Perigon Wealth Management
California
$215K
TWP
112
Triad Wealth Partners
Kansas
$213K
AssetMark Inc
113
AssetMark Inc
California
$206K +$209K +9,361 New
JWA
114
JFS Wealth Advisors
Pennsylvania
$195K
AG
115
AmeriFlex Group
Nevada
$190K
FFA
116
Farther Finance Advisors
California
$166K +$41.4K +1,855 +33%
PTC
117
Private Trust Company
Ohio
$165K
NEWAS
118
N.E.W. Advisory Services
Wisconsin
$149K
IA
119
IFP Advisors
Florida
$127K +$892 +40 +0.7%
AEPWM
120
Atlantic Edge Private Wealth Management
Florida
$110K +$112K +5,000 New
KPP
121
Kings Path Partners
Texas
$103K +$29.4K +1,317 +39%
Fifth Third Bancorp
122
Fifth Third Bancorp
Ohio
$90.4K +$91.6K +4,106 New
SS
123
Sunbelt Securities
Texas
$75.7K +$513 +23 +0.7%
GF
124
GGM Financials
Ohio
$75.3K
Jones Financial Companies
125
Jones Financial Companies
Missouri
$74.4K +$8.17K +366 +12%