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iShares Morningstar Multi-Asset Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
26
BlackRock
New York
$598K
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$482K +$30.5K +1,287 +7%
AF
28
Advisornet Financial
Minnesota
$453K
NFG
29
Next Financial Group
Texas
$448K +$50.2K +2,123 +12%
FFN
30
Focus Financial Network
Minnesota
$425K +$429K +18,135 New
OMC
31
Old Mission Capital
Illinois
$380K +$383K +16,198 New
FTUS
32
Flow Traders U.S.
New York
$307K +$311K +13,122 New
UBS Group
33
UBS Group
Switzerland
$291K -$3.55K -150 -1%
RWM
34
Reston Wealth Management
Virginia
$258K +$899 +38 +0.3%
GRP
35
Global Retirement Partners
California
$248K -$88.1K -3,722 -26%
PA
36
PFG Advisors
Arizona
$247K -$9.11K -385 -4%
SCM
37
Stonehearth Capital Management
Massachusetts
$246K -$95 -4 -0%
PAG
38
Private Advisor Group
New Jersey
$230K -$176K -7,418 -43%
CI
39
CX Institutional
Indiana
$223K -$316K -13,370 -58%
SPIA
40
Steward Partners Investment Advisory
New York
$221K +$162K +6,860 +268%
AWM
41
AE Wealth Management
Kansas
$203K -$122K -5,174 -37%
S
42
SignatureFD
Georgia
$112K
CFGS
43
Concourse Financial Group Securities
Alabama
$88K
IA
44
IFP Advisors
Florida
$80K -$6.6K -279 -8%
FFA
45
Founders Financial Alliance
North Carolina
$76K -$710 -30 -0.9%
SFS
46
Sowell Financial Services
Arkansas
$74K +$73K +3,084 New
HI
47
Harbour Investments
Wisconsin
$69K +$69.6K +2,940 New
RG
48
Retirement Group
California
$61K -$26K -1,098 -30%
JP Morgan Chase
49
JP Morgan Chase
New York
$51K
BWM
50
BerganKDV Wealth Management
Minnesota
$30K