We are live on ! Find out more
IYLD icon

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%
LA
27
LVW Advisors
New York
$209K
GRP
28
Global Retirement Partners
California
$141K +$141K +6,358 New
FHC
29
First Horizon Corporation
Tennessee
$101K +$101K +4,546 New
GWM
30
Geneos Wealth Management
Colorado
$91K +$45.6K +2,061 +101%
GBT
31
Grove Bank & Trust
Florida
$87.3K
FFA
32
Farther Finance Advisors
California
$83.3K -$5.64K -255 -6%
IA
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%
NA
37
NewEdge Advisors
Louisiana
$36.1K +$36.1K +1,630 New
National Bank of Canada
38
National Bank of Canada
Quebec, Canada
$29.5K
CI
39
CX Institutional
Indiana
$19K -$420 -19 -2%
EWA
40
EverSource Wealth Advisors
Alabama
$8.99K
HI
41
Harbour Investments
Wisconsin
$8.3K
SPIA
42
Steward Partners Investment Advisory
New York
$6.38K -$124K -5,616 -95%
FFA
43
Founders Financial Alliance
North Carolina
$5.54K
CIA
44
Cape Investment Advisory
Georgia
$4.16K +$4.16K +188 New
IFWM
45
Institute for Wealth Management
Colorado
$1.91K +$1.9K +86 New
KFG
46
Kingdom Financial Group
Arizona
$204
Fidelity Investments
47
Fidelity Investments
Massachusetts
$22
SOS
48
Silver Oak Securities
Tennessee
-$2.05M -94,130 Closed
TWP
49
Tempus Wealth Planning
California
-$1.06M -49,000 Closed
WIA
50
World Investment Advisors
California
-$322K -14,835 Closed