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SHYM

iShares Short Duration High Yield Muni Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$20.8M +$2.21M +99,340 +12%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$13.1M -$14.7M -658,651 -53%
Osaic Holdings
3
Osaic Holdings
Arizona
$11.3M +$96.4K +4,329 +0.9%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$10.3M -$8.28M -371,978 -45%
JP Morgan Chase
5
JP Morgan Chase
New York
$7.94M -$356K -16,010 -4%
SEM
6
Strategic Equity Management
Arizona
$6.97M +$6.98M +313,634 New
QWP
7
Quotient Wealth Partners
Texas
$6.52M +$501K +22,517 +8%
TC
8
Trust Company
Kansas
$6.28M +$453K +20,353 +8%
DWM
9
Dynasty Wealth Management
Florida
$6.12M +$45.2K +2,032 +0.7%
HighTower Advisors
10
HighTower Advisors
Illinois
$6.03M +$2.96M +132,919 +96%
MI
11
Moneywise Inc
Virginia
$5.14M +$5.15M +231,350 New
PWM
12
Prentice Wealth Management
New York
$4.86M -$1.93M -86,690 -28%
Jane Street
13
Jane Street
New York
$4.71M +$2.94M +132,164 +166%
CCWA
14
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.67M -$141K -6,332 -3%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$4.59M +$105K +4,730 +2%
IWM
16
IHT Wealth Management
Illinois
$4.42M +$1.89M +84,996 +75%
HSG
17
Helen Stephens Group
Texas
$4.24M +$737K +33,115 +21%
MML Investors Services
18
MML Investors Services
Massachusetts
$3.9M +$453K +20,327 +13%
ARG
19
Advisory Resource Group
Oklahoma
$3.12M +$173K +7,759 +6%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$3.11M -$591K -26,528 -16%
ATPW
21
Ashton Thomas Private Wealth
Arizona
$3.08M +$961K +43,147 +45%
EWP
22
Evergreen Wealth Partners
Montana
$2.73M +$2.73M +122,837 New
FAM
23
Forte Asset Management
New York
$2.57M +$1.16K +52 +0%
FFP
24
FourThought Financial Partners
Florida
$2.36M +$10.6K +474 +0.4%
CAL
25
Capital Analysts LLC
Pennsylvania
$2.34M +$97K +4,358 +4%