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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
$31.8M +$11.4M +510,634 +55%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$28.3M +$15.5M +695,207 +118%
Osaic Holdings
3
Osaic Holdings
Arizona
$13.8M +$2.6M +116,407 +23%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$13.5M +$3.36M +150,577 +33%
JP Morgan Chase
5
JP Morgan Chase
New York
$8.42M +$567K +25,420 +7%
HighTower Advisors
6
HighTower Advisors
Illinois
$6.91M +$947K +42,468 +16%
DWM
7
Dynasty Wealth Management
Florida
$6.68M +$618K +27,717 +10%
QWP
8
Quotient Wealth Partners
Texas
$6.65M +$186K +8,357 +3%
TC
9
Trust Company
Kansas
$6.43M +$211K +9,477 +3%
IWM
10
IHT Wealth Management
Illinois
$6.04M +$1.68M +75,357 +38%
PWM
11
Prentice Wealth Management
New York
$4.76M -$55.4K -2,482 -1%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$4.34M -$210K -9,403 -5%
MML Investors Services
13
MML Investors Services
Massachusetts
$4.17M +$304K +13,642 +8%
FAM
14
Forte Asset Management
New York
$3.93M +$1.4M +62,694 +54%
CCWA
15
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.89M -$747K -33,491 -16%
EWP
16
Evergreen Wealth Partners
Montana
$3.33M +$636K +28,499 +23%
ARG
17
Advisory Resource Group
Oklahoma
$3.21M +$120K +5,399 +4%
CAL
18
Capital Analysts LLC
Pennsylvania
$3.09M +$780K +34,980 +33%
ATPW
19
Ashton Thomas Private Wealth
Arizona
$3.08M +$25.8K +1,155 +0.8%
Jane Street
20
Jane Street
New York
$2.9M -$1.79M -80,124 -38%
VPP
21
Vertex Planning Partners
Illinois
$2.57M +$2.12M +95,144 +438%
RWM
22
Rialto Wealth Management
New York
$2.41M +$1.67M +75,040 +217%
FFP
23
FourThought Financial Partners
Florida
$2.34M +$1.36K +61 +0.1%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$2.31M -$780K -34,951 -25%
Truist Financial
25
Truist Financial
North Carolina
$2.06M +$608K +27,240 +41%