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iShares Morningstar Multi-Asset Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
26
Geneos Wealth Management
Colorado
$776K +$15.2K +623 +2%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$723K +$63.8K +2,618 +10%
RJA
28
Raymond James & Associates
Florida
$693K -$9.8M -402,160 -93%
BlackRock
29
BlackRock
New York
$548K -$293K -12,047 -35%
GRP
30
Global Retirement Partners
California
$445K -$24.4K -1,000 -5%
MML Investors Services
31
MML Investors Services
Massachusetts
$385K +$379K +15,565 New
AIP
32
Ahrens Investment Partners
Louisiana
$352K -$95.7K -3,927 -22%
CAN
33
Cetera Advisor Networks
California
$324K +$487 +20 +0.2%
AG
34
Advisor Group
Arizona
$309K -$23.4K -962 -7%
TFS
35
Thoroughbred Financial Services
Tennessee
$253K +$250K +10,253 New
RWM
36
Reston Wealth Management
Virginia
$249K +$245K +10,065 New
WP
37
WealthSource Partners
California
$239K -$22.5K -925 -9%
RCAG
38
Rehmann Capital Advisory Group
Michigan
$202K +$199K +8,183 New
CI
39
CX Institutional
Indiana
$173K +$126K +5,152 +278%
AF
40
Advisornet Financial
Minnesota
$134K
CFGS
41
Concourse Financial Group Securities
Alabama
$115K -$48.2K -1,977 -30%
FHA
42
Flagship Harbor Advisors
Massachusetts
$72K
NFG
43
Next Financial Group
Texas
$69K -$142K -5,824 -68%
NFH
44
NEXT Financial Holdings
Texas
$69K +$67.9K +2,789 New
WCG
45
Weaver Consulting Group
California
$49K +$48.7K +2,000 New
CA
46
Cetera Advisors
Colorado
$45K +$43.8K +1,800 New
CFA
47
Camarda Financial Advisors
Florida
$37K +$36K +1,479 New
BWM
48
BerganKDV Wealth Management
Minnesota
$32K
LFG
49
LifePlan Financial Group
Ohio
$15K
PFGIA
50
Patriot Financial Group Insurance Agency
Massachusetts
$15K