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SHYM

iShares Short Duration High Yield Muni Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
126
Spire Wealth Management
Virginia
$17.2K +$1.94K +87 +13%
WAG
127
Wilkerson Advisory Group
Missouri
$13.3K +$13.4K +600 New
CFO
128
CVA Family Office
Colorado
$10.3K
WOSD
129
WFA of San Diego
California
$8.44K +$779 +35 +10%
ACA
130
Aptus Capital Advisors
Alabama
$6.96K +$6.97K +313 New
SAG
131
SageView Advisory Group
California
$6.24K +$6.26K +281 New
GSWM
132
Golden State Wealth Management
California
$2.07K -$1.96K -88 -49%
Carson Wealth (CWM LLC)
133
Carson Wealth (CWM LLC)
Nebraska
$2K +$1.51K +68 New
OSAM
134
O'Shaughnessy Asset Management
Connecticut
$1.49K +$1.49K +67 New
IW
135
Imprint Wealth
South Carolina
$889 -$11.8K -528 -93%
Morgan Stanley
136
Morgan Stanley
New York
$38
Wells Fargo
137
Wells Fargo
California
$10 -$22 -1 Closed
KIM
138
Kestra Investment Management
Texas
-$11M -492,820 Closed
Natixis Advisors
139
Natixis Advisors
Massachusetts
-$1.29M -57,592 Closed
PF
140
Penney Financial
Texas
-$610K -27,300 Closed
CA
141
Claro Advisors
Massachusetts
-$262K -11,719 Closed
MWM
142
Mission Wealth Management
California
-$226K -10,120 Closed
IWC
143
Integrated Wealth Concepts
Massachusetts
-$221K -9,872 Closed
TWM
144
TCFG Wealth Management
California
-$207K -9,266 Closed
Thrivent Financial for Lutherans
145
Thrivent Financial for Lutherans
Minnesota
-$205K -9,161 Closed
Royal Bank of Canada
146
Royal Bank of Canada
Ontario, Canada
-$65K -2,926 Closed
NFSG
147
Newbridge Financial Services Group
Florida
-$32K -1,432 Closed
PA
148
Parallel Advisors
California
-$17.9K -799 Closed
SAM
149
Smartleaf Asset Management
Massachusetts
-$3.28K -147 Closed