We are live on ! Find out more
IYLD icon

iShares Morningstar Multi-Asset Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
26
UBS Group
Switzerland
$376K -$1.48M -64,419 -79%
MML Investors Services
27
MML Investors Services
Massachusetts
$363K +$54K +2,354 +17%
RG
28
Retirement Group
California
$332K -$7.57K -330 -2%
SPIA
29
Steward Partners Investment Advisory
New York
$307K -$1.08K -47 -0.3%
DC
30
Davenport & Co
Virginia
$273K -$7.13K -311 -2%
Rockefeller Capital Management
31
Rockefeller Capital Management
New York
$257K +$161K +7,026 +157%
CI
32
CX Institutional
Indiana
$254K -$1.82M -79,453 -87%
GRP
33
Global Retirement Partners
California
$219K +$229 +10 +0.1%
PAG
34
Private Advisor Group
New Jersey
$202K +$5.55K +242 +3%
BlackRock
35
BlackRock
New York
$147K
Koshinski Asset Management
36
Koshinski Asset Management
Illinois
$71.7K +$92 +4 +0.1%
FFA
37
Founders Financial Alliance
North Carolina
$71K
AIP
38
Ahrens Investment Partners
Louisiana
$63K -$11.5K -500 -15%
JP Morgan Chase
39
JP Morgan Chase
New York
$57K
PFS
40
Prospera Financial Services
Texas
$51K +$52.8K +2,300 New
FFWM
41
Future Financial Wealth Management
Ohio
$45K
BWM
42
BerganKDV Wealth Management
Minnesota
$29K
National Bank of Canada
43
National Bank of Canada
Quebec, Canada
$27K
PA
44
PSI Advisors
Florida
$26K
APA
45
American Portfolios Advisors
New York
$14.5K
PFA
46
Professional Financial Advisors
Nebraska
$5K +$23 +1 +0.5%
EIP
47
Ellis Investment Partners
Pennsylvania
$3K +$23 +1 +0.7%
AF
48
Advisornet Financial
Minnesota
-$440K -18,320 Closed
FFN
49
Focus Financial Network
Minnesota
-$355K -14,763 Closed
RWM
50
Reston Wealth Management
Virginia
-$273K -11,356 Closed