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iShares Morningstar Multi-Asset Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KAS
26
Kestra Advisory Services
Texas
$280K +$14.1K +734 +5%
HighTower Advisors
27
HighTower Advisors
Illinois
$277K +$273K +14,229 New
GRP
28
Global Retirement Partners
California
$265K +$134 +7 +0.1%
SPIA
29
Steward Partners Investment Advisory
New York
$265K +$365 +19 +0.1%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$249K -$136K -7,096 -36%
IWM
31
IHT Wealth Management
Illinois
$236K +$9.43K +491 +4%
WA
32
Win Advisors
Florida
$222K +$264K +13,728 New
Wells Fargo
33
Wells Fargo
California
$222K -$65.3K -3,399 -23%
UBS Group
34
UBS Group
Switzerland
$207K -$33K -1,715 -14%
BlackRock
35
BlackRock
New York
$133K
PA
36
Parallel Advisors
California
$122K -$96.1K -5,000 -44%
GBT
37
Grove Bank & Trust
Florida
$76.9K
HI
38
Harbour Investments
Wisconsin
$52.7K
NA
39
NewEdge Advisors
Louisiana
$38K -$826 -43 -2%
JFA
40
JNBA Financial Advisors
Minnesota
$27.5K -$35.9K -1,867 -57%
BWM
41
BerganKDV Wealth Management
Minnesota
$25K
PA
42
PSI Advisors
Florida
$20.7K -$2.09K -109 -9%
EWA
43
EverSource Wealth Advisors
Alabama
$15K
IA
44
IFP Advisors
Florida
$14.5K +$6.01K +313 +73%
FFA
45
Founders Financial Alliance
North Carolina
$12.7K -$19.9K -1,036 -61%
FA
46
Fiduciary Alliance
South Carolina
$10.2K +$10K +522 New
RIA
47
Realta Investment Advisors
Delaware
$8.78K +$8.65K +450 New
ACA
48
Aptus Capital Advisors
Alabama
$4.94K +$58 +3 +1%
GWANC
49
Guardian Wealth Advisors (North Carolina)
North Carolina
$4.93K +$58 +3 +1%
JP Morgan Chase
50
JP Morgan Chase
New York
$3.71K