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iShares Morningstar Multi-Asset Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWS
26
Atria Wealth Solutions
New York
$338K -$100K -4,802 -22%
KA
27
Kovack Advisors
Florida
$321K -$120K -5,735 -26%
Citadel Advisors
28
Citadel Advisors
Florida
$301K +$317K +15,191 New
UBS Group
29
UBS Group
Switzerland
$287K -$47.3K -2,269 -14%
SPIA
30
Steward Partners Investment Advisory
New York
$273K +$1.06K +51 +0.4%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$259K -$291K -13,956 -52%
CI
32
CX Institutional
Indiana
$215K -$11.6K -554 -5%
GRP
33
Global Retirement Partners
California
$210K +$3.17K +152 +1%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$209K +$220K +10,560 New
BlackRock
35
BlackRock
New York
$130K
RG
36
Retirement Group
California
$107K -$197K -9,450 -64%
FFA
37
Founders Financial Alliance
North Carolina
$62K -$626 -30 -0.9%
JP Morgan Chase
38
JP Morgan Chase
New York
$51K
SWM
39
SeaCrest Wealth Management
New York
$48K +$50.7K +2,430 New
PFS
40
Prospera Financial Services
Texas
$46K
AIP
41
Ahrens Investment Partners
Louisiana
$42K -$14.6K -700 -25%
CA
42
CoreCap Advisors
Michigan
$36K +$37.4K +1,792 New
Rockefeller Capital Management
43
Rockefeller Capital Management
New York
$27K -$210K -10,094 -88%
BWM
44
BerganKDV Wealth Management
Minnesota
$25K
National Bank of Canada
45
National Bank of Canada
Quebec, Canada
$24K
PA
46
PSI Advisors
Florida
$23K
HI
47
Harbour Investments
Wisconsin
$21K +$22.2K +1,064 New
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$16K +$16.7K +800 New
APA
49
American Portfolios Advisors
New York
$12.9K
PFA
50
Professional Financial Advisors
Nebraska
$4K +$42 +2 +0.9%