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iShares Morningstar Multi-Asset Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KA
26
Kovack Advisors
Florida
$685K -$493K -21,225 -43%
BlackRock
27
BlackRock
New York
$614K -$10.7K -463 -2%
MWP
28
MYCIO Wealth Partners
Pennsylvania
$604K
CI
29
CX Institutional
Indiana
$551K -$41.3K -1,781 -7%
MML Investors Services
30
MML Investors Services
Massachusetts
$510K +$492K +21,202 New
AF
31
Advisornet Financial
Minnesota
$465K -$23.2K -1,000 -5%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$464K +$38.1K +1,640 +9%
PAG
33
Private Advisor Group
New Jersey
$414K +$835 +36 +0.2%
NFG
34
Next Financial Group
Texas
$410K +$16.5K +709 +4%
CA
35
Calton & Associates
Florida
$409K -$52.1K -2,243 -12%
GRP
36
Global Retirement Partners
California
$344K -$125K -5,376 -27%
AWM
37
AE Wealth Management
Kansas
$333K -$66.5K -2,865 -17%
UBS Group
38
UBS Group
Switzerland
$303K -$12K -515 -4%
RWM
39
Reston Wealth Management
Virginia
$264K +$3.88K +167 +2%
PA
40
PFG Advisors
Arizona
$263K -$60.9K -2,625 -19%
SCM
41
Stonehearth Capital Management
Massachusetts
$253K
S
42
SignatureFD
Georgia
$116K
CFGS
43
Concourse Financial Group Securities
Alabama
$90K -$15.6K -672 -15%
RG
44
Retirement Group
California
$89K +$23 +1 +0%
IA
45
IFP Advisors
Florida
$87K -$10.9K -469 -11%
FFA
46
Founders Financial Alliance
North Carolina
$78K
SPIA
47
Steward Partners Investment Advisory
New York
$62K -$1.17M -50,289 -95%
JP Morgan Chase
48
JP Morgan Chase
New York
$53K -$140K -6,054 -73%
BWM
49
BerganKDV Wealth Management
Minnesota
$31K
Citigroup
50
Citigroup
New York
$29K +$4.43K +191 +19%