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SHYM

iShares Short Duration High Yield Muni Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$27.9M -$1.15M -52,143 -4%
LPL Financial
2
LPL Financial
California
$18.7M +$2.21M +100,000 +14%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$18.6M +$1.57M +70,687 +9%
Osaic Holdings
4
Osaic Holdings
Arizona
$11.3M +$3.33M +150,253 +42%
KIM
5
Kestra Investment Management
Texas
$11M +$879K +39,696 +9%
JP Morgan Chase
6
JP Morgan Chase
New York
$8.34M +$1.15M +52,058 +16%
PWM
7
Prentice Wealth Management
New York
$6.82M -$258K -11,660 -4%
DWM
8
Dynasty Wealth Management
Florida
$6.11M +$230K +10,366 +4%
QWP
9
Quotient Wealth Partners
Texas
$6.06M +$247K +11,163 +4%
TC
10
Trust Company
Kansas
$5.86M +$1.23M +55,327 +27%
CCWA
11
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.84M -$1.01M -45,772 -17%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$4.51M +$465K +20,981 +12%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$3.72M +$3.69M +166,585 New
HSG
14
Helen Stephens Group
Texas
$3.52M +$1.25M +56,372 +56%
MML Investors Services
15
MML Investors Services
Massachusetts
$3.47M +$1.93M +87,354 +129%
HighTower Advisors
16
HighTower Advisors
Illinois
$3.09M +$232K +10,483 +8%
ARG
17
Advisory Resource Group
Oklahoma
$2.96M -$137K -6,202 -4%
FAM
18
Forte Asset Management
New York
$2.58M -$1.87M -84,215 -42%
IWM
19
IHT Wealth Management
Illinois
$2.55M +$89.9K +4,058 +4%
Truist Financial
20
Truist Financial
North Carolina
$2.54M -$215K -9,720 -8%
FFP
21
FourThought Financial Partners
Florida
$2.36M -$158K -7,143 -6%
CAL
22
Capital Analysts LLC
Pennsylvania
$2.26M +$1.85M +83,507 +477%
PAG
23
Private Advisor Group
New Jersey
$2.18M +$363K +16,397 +20%
ATPW
24
Ashton Thomas Private Wealth
Arizona
$2.13M +$1.04M +47,083 +97%
Wealth Enhancement Advisory Services
25
Wealth Enhancement Advisory Services
Minnesota
$1.89M +$1.58M +71,191 +517%