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iShares Morningstar Multi-Asset Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWP
26
MYCIO Wealth Partners
Pennsylvania
$566K
CI
27
CX Institutional
Indiana
$556K +$76K +3,342 +16%
AF
28
Advisornet Financial
Minnesota
$458K
GRP
29
Global Retirement Partners
California
$443K -$9.69K -426 -2%
CA
30
Calton & Associates
Florida
$434K +$3.69K +162 +0.8%
GVAG
31
Great Valley Advisor Group
Delaware
$432K +$178K +7,804 +69%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$398K -$47.8K -2,101 -11%
PAG
33
Private Advisor Group
New Jersey
$387K +$23.3K +1,022 +6%
AWM
34
AE Wealth Management
Kansas
$377K -$326K -14,344 -46%
NFG
35
Next Financial Group
Texas
$368K -$37.2K -1,633 -9%
SS
36
Simplicity Solutions
Minnesota
$353K -$235K -10,332 -40%
TFS
37
Thoroughbred Financial Services
Tennessee
$347K +$501 +22 +0.1%
PA
38
PFG Advisors
Arizona
$305K +$308K +13,541 New
UBS Group
39
UBS Group
Switzerland
$295K +$14.2K +622 +5%
Truist Financial
40
Truist Financial
North Carolina
$268K
RWM
41
Reston Wealth Management
Virginia
$244K +$2.73K +120 +1%
SCM
42
Stonehearth Capital Management
Massachusetts
$237K -$2.62K -115 -1%
JP Morgan Chase
43
JP Morgan Chase
New York
$186K +$50.6K +2,225 +37%
BL
44
Balentine LLC
Georgia
$141K +$142K +6,254 New
S
45
SignatureFD
Georgia
$108K -$34.1K -1,500 -24%
CFGS
46
Concourse Financial Group Securities
Alabama
$99K -$7.39K -325 -7%
IA
47
IFP Advisors
Florida
$93K -$201K -8,843 -68%
RG
48
Retirement Group
California
$83K +$23 +1 +0%
FFA
49
Founders Financial Alliance
North Carolina
$75K +$74.2K +3,261 New
WCG
50
Weaver Consulting Group
California
$68K +$22.8K +1,000 +50%