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iShares Morningstar Multi-Asset Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SS
26
Simplicity Solutions
Minnesota
$577K +$70.1K +3,292 +15%
MWP
27
MYCIO Wealth Partners
Pennsylvania
$557K
BlackRock
28
BlackRock
New York
$520K +$26.5K +1,246 +6%
CI
29
CX Institutional
Indiana
$473K +$51.7K +2,425 +13%
AF
30
Advisornet Financial
Minnesota
$451K
GRP
31
Global Retirement Partners
California
$446K -$14.9K -698 -3%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$438K -$744K -34,938 -64%
CA
33
Calton & Associates
Florida
$423K -$17.6K -828 -4%
NFG
34
Next Financial Group
Texas
$398K +$53.2K +2,499 +16%
PAG
35
Private Advisor Group
New Jersey
$359K -$13.4K -627 -4%
Jane Street
36
Jane Street
New York
$355K +$341K +16,004 New
TFS
37
Thoroughbred Financial Services
Tennessee
$342K +$639 +30 +0.2%
IA
38
IFP Advisors
Florida
$288K -$1.33M -62,649 -83%
UBS Group
39
UBS Group
Switzerland
$276K -$4.24M -199,088 -94%
Truist Financial
40
Truist Financial
North Carolina
$264K
GVAG
41
Great Valley Advisor Group
Delaware
$252K -$508K -23,852 -68%
SCM
42
Stonehearth Capital Management
Massachusetts
$243K -$195K -9,155 -46%
RWM
43
Reston Wealth Management
Virginia
$237K +$3.49K +164 +2%
AIP
44
Ahrens Investment Partners
Louisiana
$219K -$96.4K -4,525 -31%
CAN
45
Cetera Advisor Networks
California
$148K -$87.9K -4,126 -38%
S
46
SignatureFD
Georgia
$140K +$134K +6,300 New
JP Morgan Chase
47
JP Morgan Chase
New York
$134K +$83.7K +3,928 +188%
CFGS
48
Concourse Financial Group Securities
Alabama
$105K -$194K -9,111 -66%
RG
49
Retirement Group
California
$82K +$78.7K +3,696 New
CFD
50
Creative Financial Designs
Indiana
$68K +$64.9K +3,047 New