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iShares Morningstar Multi-Asset Income ETF
IYLD

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
26
Advisornet Financial
Minnesota
$440K +$14.4K +600 +3%
RG
27
Retirement Group
California
$365K +$134K +5,580 +58%
FFN
28
Focus Financial Network
Minnesota
$355K -$71.4K -2,981 -17%
MML Investors Services
29
MML Investors Services
Massachusetts
$334K -$204K -8,523 -38%
SPIA
30
Steward Partners Investment Advisory
New York
$331K -$10.4K -433 -3%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$329K +$328K +13,671 New
DC
32
Davenport & Co
Virginia
$301K +$300K +12,525 New
RWM
33
Reston Wealth Management
Virginia
$273K +$3.81K +159 +1%
GRP
34
Global Retirement Partners
California
$251K +$335 +14 +0.1%
CWM
35
Collaborative Wealth Management
Florida
$217K +$217K +9,037 New
PAG
36
Private Advisor Group
New Jersey
$212K -$4.6K -192 -2%
TWM
37
Trinity Wealth Management
Pennsylvania
$201K – – –
BlackRock
38
BlackRock
New York
$157K – – –
S
39
SignatureFD
Georgia
$115K – – –
Rockefeller Capital Management
40
Rockefeller Capital Management
New York
$107K +$791 +33 +0.7%
FWA
41
FSC Wealth Advisors
New York
$107K +$107K +4,447 New
RPCONE
42
Retirement Planning Company of New England
Rhode Island
$99K +$98.7K +4,120 New
AIP
43
Ahrens Investment Partners
Louisiana
$79K +$79.1K +3,300 New
Koshinski Asset Management
44
Koshinski Asset Management
Illinois
$76.9K +$407 +17 +0.5%
FFA
45
Founders Financial Alliance
North Carolina
$76K -$479 -20 -0.6%
IA
46
IFP Advisors
Florida
$75K +$335 +14 +0.5%
JP Morgan Chase
47
JP Morgan Chase
New York
$62K +$6.33K +264 +11%
CFGS
48
Concourse Financial Group Securities
Alabama
$53K -$35K -1,460 -40%
FFWM
49
Future Financial Wealth Management
Ohio
$48K +$47.9K +2,000 New
CA
50
CoreCap Advisors
Michigan
$44K +$43.5K +1,814 New
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