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iShares Morningstar Multi-Asset Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
26
UBS Group
Switzerland
$365K +$104K +5,516 +40%
Wells Fargo
27
Wells Fargo
California
$345K -$142K -7,494 -29%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$345K -$177K -9,349 -34%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$344K -$65.6K -3,471 -16%
KA
30
Kovack Advisors
Florida
$329K -$1.89K -100 -0.6%
AWS
31
Atria Wealth Solutions
New York
$320K -$4.61K -244 -1%
RJA
32
Raymond James & Associates
Florida
$286K -$2.41M -127,498 -89%
SPIA
33
Steward Partners Investment Advisory
New York
$284K +$15.3K +812 +6%
KAS
34
Kestra Advisory Services
Texas
$258K +$257K +13,606 New
GRP
35
Global Retirement Partners
California
$257K +$416 +22 +0.2%
IWM
36
IHT Wealth Management
Illinois
$198K -$5.67K -300 -3%
JFA
37
JNBA Financial Advisors
Minnesota
$114K -$990K -52,400 -90%
GBT
38
Grove Bank & Trust
Florida
$75K +$74.5K +3,942 New
FWA
39
FSC Wealth Advisors
New York
$43.7K +$43.5K +2,303 New
CA
40
CoreCap Advisors
Michigan
$34K +$33.8K +1,792 New
FFA
41
Founders Financial Alliance
North Carolina
$32K -$472 -25 -1%
Rockefeller Capital Management
42
Rockefeller Capital Management
New York
$26K +$170 +9 +0.6%
BWM
43
BerganKDV Wealth Management
Minnesota
$24.3K
PA
44
PSI Advisors
Florida
$22.2K
HI
45
Harbour Investments
Wisconsin
$20.2K
Fifth Third Bancorp
46
Fifth Third Bancorp
Ohio
$19K +$18.9K +1,001 New
EWA
47
EverSource Wealth Advisors
Alabama
$15K +$14.9K +790 New
BAM
48
Belpointe Asset Management
Nevada
$12.2K +$12.1K +642 New
ASN
49
Advisory Services Network
Georgia
$11.4K +$11.3K +600 New
RIA
50
Realta Investment Advisors
Delaware
$8.54K