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iShares Morningstar Multi-Asset Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
26
Cornerstone Wealth Management
Missouri
$456K +$137K +5,591 +43%
SI
27
SII Investments
Wisconsin
$351K -$64.7K -2,651 -15%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$340K +$341K +13,972 New
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$336K -$23.4K -960 -6%
MFS
30
MSI Financial Services
Massachusetts
$326K -$14.6K -596 -4%
Stifel Financial
31
Stifel Financial
Missouri
$305K +$307K +12,559 New
PAG
32
Private Advisor Group
New Jersey
$297K +$31.5K +1,291 +12%
SG
33
StoneX Group
New York
$273K -$36.4K -1,492 -12%
BlackRock
34
BlackRock
New York
$226K
AG
35
Advisor Group
Arizona
$171K +$28.2K +1,153 +20%
NFG
36
Next Financial Group
Texas
$61K
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$58K -$34.2K -1,399 -37%
PFGIA
38
Patriot Financial Group Insurance Agency
Massachusetts
$46K +$45.3K +1,856 New
EDRH
39
Edmond de Rothschild Holding
Switzerland
$30K +$30.5K +1,250 New
BKA
40
Brick & Kyle Associates
Pennsylvania
$24K
CFD
41
Creative Financial Designs
Indiana
$24K +$24.4K +1,000 New
Manulife (Manufacturers Life Insurance)
42
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$12K +$12.2K +500 New
Citigroup
43
Citigroup
New York
$7K
JP Morgan Chase
44
JP Morgan Chase
New York
$5K
PFBT
45
Parkside Financial Bank & Trust
Missouri
$5K +$4.88K +200 New
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$4K +$3.66K +150 New
SC
47
Scotia Capital
Ontario, Canada
-$1.24M -48,903 Closed
ACM
48
Argentus Capital Management
Texas
-$545K -21,543 Closed
CAN
49
Cetera Advisor Networks
California
-$237K -9,383 Closed
IWMPD
50
Integrated Wealth Management (Palm Desert)
California
-$127K -5,017 Closed