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iShares Morningstar Multi-Asset Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
26
Baird Financial Group
Wisconsin
$376K -$19K -960 -4%
KA
27
Kovack Advisors
Florida
$320K +$24.7K +1,250 +8%
AWS
28
Atria Wealth Solutions
New York
$314K +$713 +36 +0.2%
SPIA
29
Steward Partners Investment Advisory
New York
$260K +$7.96K +402 +3%
UBS Group
30
UBS Group
Switzerland
$252K -$15.5K -782 -5%
CI
31
CX Institutional
Indiana
$251K +$56.8K +2,870 +27%
GRP
32
Global Retirement Partners
California
$249K +$57.8K +2,922 +28%
IWM
33
IHT Wealth Management
Illinois
$197K +$213K +10,754 New
BlackRock
34
BlackRock
New York
$120K
JP Morgan Chase
35
JP Morgan Chase
New York
$47K
FFA
36
Founders Financial Alliance
North Carolina
$31K -$28.5K -1,440 -46%
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$25K +$79 +4 +0.3%
BWM
38
BerganKDV Wealth Management
Minnesota
$23K
National Bank of Canada
39
National Bank of Canada
Quebec, Canada
$22K
HI
40
Harbour Investments
Wisconsin
$21K
PA
41
PSI Advisors
Florida
$21K
CFGS
42
Concourse Financial Group Securities
Alabama
$11K +$11.7K +591 New
APA
43
American Portfolios Advisors
New York
$8.26K -$3.96K -200 -31%
RIA
44
Realta Investment Advisors
Delaware
$8K +$8.91K +450 New
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$5K +$5.29K +267 New
PFA
46
Professional Financial Advisors
Nebraska
$4K +$59 +3 +1%
EIP
47
Ellis Investment Partners
Pennsylvania
$2K +$40 +2 +1%
HGERS
48
Householder Group Estate & Retirement Specialist
Arizona
$2K +$3.13K +158 New
LNC
49
Lincoln National Corp
Pennsylvania
-$471K -23,750 Closed
Citadel Advisors
50
Citadel Advisors
Florida
-$301K -15,191 Closed