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iShares Morningstar Multi-Asset Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
26
Apollon Wealth Management
South Carolina
$233K +$237K +12,252 New
GRP
27
Global Retirement Partners
California
$227K -$25.6K -1,326 -10%
IWM
28
IHT Wealth Management
Illinois
$227K -$3.17K -164 -1%
Wells Fargo
29
Wells Fargo
California
$217K +$19 +1 +0%
Ameriprise
30
Ameriprise
Minnesota
$210K -$135K -7,017 -39%
GWM
31
Geneos Wealth Management
Colorado
$206K -$73.3K -3,795 -26%
SWP
32
Stratos Wealth Partners
Ohio
$200K +$202K +10,483 New
UBS Group
33
UBS Group
Switzerland
$198K -$3.86K -200 -2%
BlackRock
34
BlackRock
New York
$129K
GBT
35
Grove Bank & Trust
Florida
$75.1K
HI
36
Harbour Investments
Wisconsin
$51.5K
PA
37
Parallel Advisors
California
$47.6K -$72.4K -3,750 -60%
NA
38
NewEdge Advisors
Louisiana
$30.5K -$6.74K -349 -18%
PA
39
PSI Advisors
Florida
$20.2K
EWA
40
EverSource Wealth Advisors
Alabama
$14.6K
FFA
41
Founders Financial Alliance
North Carolina
$12.4K
JFA
42
JNBA Financial Advisors
Minnesota
$8.32K -$18.8K -973 -69%
IA
43
IFP Advisors
Florida
$7.63K -$6.58K -341 -46%
RIA
44
Realta Investment Advisors
Delaware
$5.86K -$2.9K -150 -33%
ACA
45
Aptus Capital Advisors
Alabama
$4.89K +$77 +4 +2%
GWANC
46
Guardian Wealth Advisors (North Carolina)
North Carolina
$4.89K +$77 +4 +2%
WP
47
WealthShield Partners
North Carolina
$1.18K
RL
48
Retireful LLC
Michigan
-$2.51M -128,357 Closed
FAIM
49
Financial Advocates Investment Management
Washington
-$3.81M -51,636 Closed
Citadel Advisors
50
Citadel Advisors
Florida
-$441K -22,605 Closed