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iShares Morningstar Multi-Asset Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
26
Baird Financial Group
Wisconsin
$965K +$1.17M +48,257 New
GWM
27
Geneos Wealth Management
Colorado
$885K +$49.8K +2,061 +5%
GVAG
28
Great Valley Advisor Group
Delaware
$705K +$6.02K +249 +0.7%
AWM
29
AE Wealth Management
Kansas
$520K -$621K -25,688 -50%
WC
30
Waterloo Capital
Texas
$518K +$626K +25,918 New
MWP
31
MYCIO Wealth Partners
Pennsylvania
$502K
SS
32
Simplicity Solutions
Minnesota
$454K -$636K -26,296 -54%
BlackRock
33
BlackRock
New York
$443K
GRP
34
Global Retirement Partners
California
$416K -$11.4K -472 -2%
AF
35
Advisornet Financial
Minnesota
$406K +$150K +6,200 +44%
CA
36
Calton & Associates
Florida
$398K +$33.3K +1,376 +7%
SCM
37
Stonehearth Capital Management
Massachusetts
$395K -$2.79M -115,354 -85%
CI
38
CX Institutional
Indiana
$378K +$111K +4,595 +32%
BSW
39
Buckingham Strategic Wealth
Missouri
$366K +$442K +18,275 New
PAG
40
Private Advisor Group
New Jersey
$336K +$202K +8,347 +99%
NFG
41
Next Financial Group
Texas
$309K +$29.9K +1,236 +9%
TFS
42
Thoroughbred Financial Services
Tennessee
$307K +$10.6K +437 +3%
AIP
43
Ahrens Investment Partners
Louisiana
$288K -$560K -23,150 -62%
TSS
44
Two Sigma Securities
New York
$278K +$336K +13,885 New
CFGS
45
Concourse Financial Group Securities
Alabama
$277K -$51.1K -2,114 -13%
Truist Financial
46
Truist Financial
North Carolina
$238K +$287K +11,888 New
VAS
47
Vestmark Advisory Solutions
Massachusetts
$228K -$120K -4,952 -30%
CAN
48
Cetera Advisor Networks
California
$216K -$110K -4,545 -30%
RWM
49
Reston Wealth Management
Virginia
$210K +$1.23K +51 +0.5%
WAP
50
Wealthcare Advisory Partners
Pennsylvania
$152K +$3.19K +132 +2%