We are live on ! Find out more
IYLD icon

iShares Morningstar Multi-Asset Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
26
Steward Partners Investment Advisory
New York
$1.33M -$50.3K -2,002 -4%
AWM
27
AE Wealth Management
Kansas
$1.32M -$1.72M -68,515 -57%
SS
28
Simplicity Solutions
Minnesota
$1.25M -$1.73M -68,973 -58%
UBS Group
29
UBS Group
Switzerland
$1.23M -$114K -4,521 -9%
BSAM
30
Blue Sky Asset Management
Colorado
$1.08M +$1.06M +42,144 New
GWM
31
Geneos Wealth Management
Colorado
$1.07M +$50.5K +2,009 +5%
AIP
32
Ahrens Investment Partners
Louisiana
$959K +$158K +6,300 +20%
GVAG
33
Great Valley Advisor Group
Delaware
$893K -$850K -33,818 -49%
IAA
34
Independent Advisor Alliance
North Carolina
$859K +$493K +19,628 +140%
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$842K +$829K +32,978 New
MWP
36
MYCIO Wealth Partners
Pennsylvania
$641K +$631K +25,109 New
BlackRock
37
BlackRock
New York
$566K
GRP
38
Global Retirement Partners
California
$543K -$2.92K -116 -0.5%
OIA
39
OneDigital Investment Advisors
Kansas
$488K
CA
40
Calton & Associates
Florida
$473K +$209K +8,296 +81%
CFGS
41
Concourse Financial Group Securities
Alabama
$408K +$66.4K +2,641 +20%
CAN
42
Cetera Advisor Networks
California
$392K -$2.09K -83 -0.5%
TFS
43
Thoroughbred Financial Services
Tennessee
$381K +$116K +4,620 +45%
CI
44
CX Institutional
Indiana
$365K -$1.71K -68 -0.5%
NFG
45
Next Financial Group
Texas
$363K +$53.9K +2,144 +18%
AF
46
Advisornet Financial
Minnesota
$361K
AG
47
Advisor Group
Arizona
$343K -$2.16K -86 -0.6%
ACP
48
Aveo Capital Partners
Colorado
$298K +$27.2K +1,084 +10%
RWM
49
Reston Wealth Management
Virginia
$267K +$5.63K +224 +2%
WP
50
WealthSource Partners
California
$256K