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iShares Morningstar Multi-Asset Income ETF
IYLD

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Stifel Financial
26
Stifel Financial
Missouri
USD 222 k +USD 111 +5 +0%
LVW Advisors
27
LVW Advisors
New York
USD 209 k – – –
Global Retirement Partners
28
Global Retirement Partners
California
USD 141 k +USD 141 k +6,358 Nuevas
First Horizon Corporation
29
First Horizon Corporation
Tennessee
USD 101 k +USD 101 k +4,546 Nuevas
Geneos Wealth Management
30
Geneos Wealth Management
Colorado
USD 91 k +USD 45.6 k +2,061 +101%
Grove Bank & Trust
31
Grove Bank & Trust
Florida
USD 87.3 k – – –
Farther Finance Advisors
32
Farther Finance Advisors
California
USD 83.3 k -USD 5.64 k -255 -6%
IFP Advisors
33
IFP Advisors
Florida
USD 72.7 k -USD 199 -9 -0.3%
US Bancorp
34
US Bancorp
Minnesota
USD 69.8 k – – –
NEWAS
35
N.E.W. Advisory Services
Wisconsin
USD 64.6 k – – –
Triumph Capital Management
36
Triumph Capital Management
Colorado
USD 48.8 k -USD 398 -18 -0.8%
NewEdge Advisors
37
NewEdge Advisors
Louisiana
USD 36.1 k +USD 36.1 k +1,630 Nuevas
National Bank of Canada
38
National Bank of Canada
Quebec, Canada
USD 29.5 k – – –
CX Institutional
39
CX Institutional
Indiana
USD 19 k -USD 420 -19 -2%
EverSource Wealth Advisors
40
EverSource Wealth Advisors
Alabama
USD 8.99 k – – –
Harbour Investments
41
Harbour Investments
Wisconsin
USD 8.3 k – – –
Steward Partners Investment Advisory
42
Steward Partners Investment Advisory
New York
USD 6.38 k -USD 124 k -5,616 -95%
Founders Financial Alliance
43
Founders Financial Alliance
North Carolina
USD 5.54 k – – –
CIA
44
Cape Investment Advisory
Georgia
USD 4.16 k +USD 4.16 k +188 Nuevas
Institute for Wealth Management
45
Institute for Wealth Management
Colorado
USD 1.9 k +USD 1.9 k +86 Nuevas
Kingdom Financial Group
46
Kingdom Financial Group
Arizona
USD 204 – – –
Fidelity Investments
47
Fidelity Investments
Massachusetts
USD 22 – – –
Silver Oak Securities
48
Silver Oak Securities
Tennessee
– -USD 2.05 M -94,130 Cerradas
Tempus Wealth Planning
49
Tempus Wealth Planning
California
– -USD 1.06 M -49,000 Cerradas
World Investment Advisors
50
World Investment Advisors
California
– -USD 322 k -14,835 Cerradas
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