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iShares Morningstar Multi-Asset Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MFA
26
Mayflower Financial Advisors
Massachusetts
$362K -$31.8K -1,663 -8%
WFAG
27
Worth Financial Advisory Group
North Carolina
$350K -$22.2K -1,158 -6%
CBFP
28
Cedar Brook Financial Partners
Ohio
$334K +$7.58K +396 +2%
MML Investors Services
29
MML Investors Services
Massachusetts
$325K +$6.63K +346 +2%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$313K -$15.8K -824 -5%
HighTower Advisors
31
HighTower Advisors
Illinois
$298K -$10.8K -562 -4%
Jane Street
32
Jane Street
New York
$253K -$37.7K -1,969 -14%
IWM
33
IHT Wealth Management
Illinois
$246K +$6.28K +328 +3%
GRP
34
Global Retirement Partners
California
$241K
EH
35
Equitable Holdings
New York
$234K +$223K +11,650 New
FWA
36
FSC Wealth Advisors
New York
$197K +$187K +9,777 New
Wells Fargo
37
Wells Fargo
California
$182K -$45.1K -2,355 -21%
UBS Group
38
UBS Group
Switzerland
$176K -$31.6K -1,653 -16%
GWM
39
Geneos Wealth Management
Colorado
$109K -$104K -5,410 -50%
GBT
40
Grove Bank & Trust
Florida
$79.3K
HI
41
Harbour Investments
Wisconsin
$54.4K
NA
42
NewEdge Advisors
Louisiana
$24.1K -$7.66K -400 -25%
PA
43
PSI Advisors
Florida
$21.3K
EWA
44
EverSource Wealth Advisors
Alabama
$15.5K
CAM
45
Creekmur Asset Management
Illinois
$13.1K +$12.4K +649 New
BNP Paribas Financial Markets
46
BNP Paribas Financial Markets
France
$11.9K +$11.5K +600 New
JFA
47
JNBA Financial Advisors
Minnesota
$8.79K
IA
48
IFP Advisors
Florida
$8.07K
FFA
49
Founders Financial Alliance
North Carolina
$8.05K -$4.79K -250 -38%
GWANC
50
Guardian Wealth Advisors (North Carolina)
North Carolina
$5.25K +$77 +4 +2%