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iShares Morningstar Multi-Asset Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
26
MML Investors Services
Massachusetts
$412K -$220K -9,212 -35%
Jane Street
27
Jane Street
New York
$304K -$874K -36,562 -74%
UBS Group
28
UBS Group
Switzerland
$277K -$23K -963 -8%
RWM
29
Reston Wealth Management
Virginia
$268K +$2.25K +94 +0.9%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$259K -$2.64M -110,503 -91%
GRP
31
Global Retirement Partners
California
$253K -$2.41K -101 -1%
CI
32
CX Institutional
Indiana
$238K +$8.79K +368 +4%
PAG
33
Private Advisor Group
New Jersey
$234K -$3.15K -132 -1%
OMC
34
Old Mission Capital
Illinois
$206K -$184K -7,684 -47%
SPIA
35
Steward Partners Investment Advisory
New York
$206K -$21.2K -886 -9%
S
36
SignatureFD
Georgia
$116K
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$106K +$74.3K +3,109 +239%
CFGS
38
Concourse Financial Group Securities
Alabama
$89K -$1.65K -69 -2%
IA
39
IFP Advisors
Florida
$81K -$143 -6 -0.2%
FFA
40
Founders Financial Alliance
North Carolina
$78K -$717 -30 -0.9%
HI
41
Harbour Investments
Wisconsin
$71K
RG
42
Retirement Group
California
$63K
JP Morgan Chase
43
JP Morgan Chase
New York
$53K
BWM
44
BerganKDV Wealth Management
Minnesota
$31K
ASN
45
Advisory Services Network
Georgia
$26K +$25.9K +1,084 New
AWA
46
Arkadios Wealth Advisors
Georgia
$21K +$21.1K +885 New
APA
47
American Portfolios Advisors
New York
$15.7K
EIP
48
Ellis Investment Partners
Pennsylvania
$12K +$11.9K +500 New
CWA
49
Clearview Wealth Advisors
Oregon
$10K
PFA
50
Professional Financial Advisors
Nebraska
$5K +$48 +2 +0.9%