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iShares Morningstar Multi-Asset Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWM
26
IHT Wealth Management
Illinois
$268K +$24K +1,215 +10%
SPIA
27
Steward Partners Investment Advisory
New York
$252K -$736K -37,267 -75%
AWS
28
Atria Wealth Solutions
New York
$252K -$423K -21,425 -63%
GRP
29
Global Retirement Partners
California
$244K
HighTower Advisors
30
HighTower Advisors
Illinois
$244K -$51K -2,582 -17%
RJA
31
Raymond James & Associates
Florida
$215K +$213K +10,771 New
LA
32
LVW Advisors
New York
$208K -$634K -32,105 -75%
Stifel Financial
33
Stifel Financial
Missouri
$200K +$198K +10,032 New
FFA
34
Farther Finance Advisors
California
$180K -$244K -12,372 -58%
UBS Group
35
UBS Group
Switzerland
$133K -$41.2K -2,084 -24%
GWM
36
Geneos Wealth Management
Colorado
$93.7K -$14.5K -735 -14%
GBT
37
Grove Bank & Trust
Florida
$78.6K
HI
38
Harbour Investments
Wisconsin
$53.9K
NA
39
NewEdge Advisors
Louisiana
$23.9K
PA
40
PSI Advisors
Florida
$21.1K
CA
41
CoreCap Advisors
Michigan
$18.6K +$18.4K +931 New
EWA
42
EverSource Wealth Advisors
Alabama
$15.1K
CAM
43
Creekmur Asset Management
Illinois
$12.9K
TAM
44
Tucker Asset Management
Colorado
$9.07K +$8.99K +455 New
IA
45
IFP Advisors
Florida
$7.99K
FFA
46
Founders Financial Alliance
North Carolina
$7.97K
RIA
47
Realta Investment Advisors
Delaware
$5.98K +$5.93K +300 New
PS
48
Principal Securities
Iowa
$5.54K +$2.45K +124 +81%
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$1.75K +$1.74K +88 New
WP
50
WealthShield Partners
North Carolina
$1.24K