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iShares Morningstar Multi-Asset Income ETF

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