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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
$293K -$64.4K -3,250 -18%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$269K +$694 +35 +0.3%
IWM
28
IHT Wealth Management
Illinois
$267K
HW
29
Hancock Whitney
Mississippi
$256K -$30K -1,513 -10%
SPIA
30
Steward Partners Investment Advisory
New York
$254K +$3.25K +164 +1%
RJA
31
Raymond James & Associates
Florida
$210K -$3.97K -200 -2%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$204K -$64K -3,226 -24%
Stifel Financial
33
Stifel Financial
Missouri
$199K
FFA
34
Farther Finance Advisors
California
$165K -$15K -754 -8%
UBS Group
35
UBS Group
Switzerland
$132K -$99 -5 -0.1%
GWM
36
Geneos Wealth Management
Colorado
$93.3K +$59 +3 +0.1%
GBT
37
Grove Bank & Trust
Florida
$78.2K
HI
38
Harbour Investments
Wisconsin
$44.8K -$8.84K -446 -17%
PS
39
Principal Securities
Iowa
$26K +$20.5K +1,034 +372%
NA
40
NewEdge Advisors
Louisiana
$25K +$1.21K +61 +5%
PA
41
PSI Advisors
Florida
$21K
CA
42
CoreCap Advisors
Michigan
$18.5K
EWA
43
EverSource Wealth Advisors
Alabama
$15.5K
CAM
44
Creekmur Asset Management
Illinois
$12.2K -$654 -33 -5%
BP
45
BNP Paribas
France
$12K +$11.9K +600 New
RIA
46
Realta Investment Advisors
Delaware
$8.93K +$2.97K +150 +50%
IA
47
IFP Advisors
Florida
$7.96K
FFA
48
Founders Financial Alliance
North Carolina
$7.94K
BFO
49
Biltmore Family Office
North Carolina
$3.89K +$3.89K +196 New
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$1.75K