We are live on ! Find out more
IYLD icon

iShares Morningstar Multi-Asset Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NFG
26
Next Financial Group
Texas
$498K +$23K +948 +5%
FFN
27
Focus Financial Network
Minnesota
$425K +$3.44K +142 +0.8%
AF
28
Advisornet Financial
Minnesota
$424K -$24.3K -1,000 -5%
5L
29
55I LLC
Massachusetts
$389K +$394K +16,239 New
SPIA
30
Steward Partners Investment Advisory
New York
$340K +$137K +5,657 +66%
UBS Group
31
UBS Group
Switzerland
$309K +$35.7K +1,472 +13%
RWM
32
Reston Wealth Management
Virginia
$268K +$2.33K +96 +0.9%
GRP
33
Global Retirement Partners
California
$250K -$752 -31 -0.3%
RG
34
Retirement Group
California
$230K +$170K +7,000 +269%
PAG
35
Private Advisor Group
New Jersey
$216K -$16.2K -668 -7%
TWM
36
Trinity Wealth Management
Pennsylvania
$200K +$203K +8,369 New
BlackRock
37
BlackRock
New York
$157K -$460K -18,959 -74%
S
38
SignatureFD
Georgia
$115K
Rockefeller Capital Management
39
Rockefeller Capital Management
New York
$106K +$703 +29 +0.7%
CFGS
40
Concourse Financial Group Securities
Alabama
$88K
FFA
41
Founders Financial Alliance
North Carolina
$77K
Koshinski Asset Management
42
Koshinski Asset Management
Illinois
$76.2K +$77.2K +3,183 New
IA
43
IFP Advisors
Florida
$75K -$13.7K -566 -17%
HI
44
Harbour Investments
Wisconsin
$70K
JP Morgan Chase
45
JP Morgan Chase
New York
$55K +$2.67K +110 +5%
BWM
46
BerganKDV Wealth Management
Minnesota
$31K
PA
47
PSI Advisors
Florida
$28K +$28.4K +1,170 New
CAPTRUST Financial Advisors
48
CAPTRUST Financial Advisors
North Carolina
$25K +$25.7K +1,058 New
AWA
49
Arkadios Wealth Advisors
Georgia
$21K
APA
50
American Portfolios Advisors
New York
$15.6K