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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
$288K -$16.2K -800 -5%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$285K +$279K +13,790 New
SPIA
28
Steward Partners Investment Advisory
New York
$269K +$3.78K +187 +1%
HW
29
Hancock Whitney
Mississippi
$267K -$61 -3 -0%
Stifel Financial
30
Stifel Financial
Missouri
$227K +$19.2K +948 +9%
Ameriprise
31
Ameriprise
Minnesota
$213K +$209K +10,325 New
AQR Capital Management
32
AQR Capital Management
Connecticut
$207K +$202K +10,000 New
NAM
33
NorthCrest Asset Manangement
Minnesota
$207K +$202K +10,000 New
LA
34
LVW Advisors
New York
$202K +$198K +9,790 New
RJA
35
Raymond James & Associates
Florida
$200K -$17.6K -871 -8%
FFA
36
Farther Finance Advisors
California
$172K +$223 +11 +0.1%
WSFS
37
Wilmington Savings Fund Society
Delaware
$136K +$134K +6,604 New
UBS Group
38
UBS Group
Switzerland
$133K -$4.23K -209 -3%
GWM
39
Geneos Wealth Management
Colorado
$97.3K +$162 +8 +0.2%
GBT
40
Grove Bank & Trust
Florida
$81.4K
HI
41
Harbour Investments
Wisconsin
$46.6K
NA
42
NewEdge Advisors
Louisiana
$40.5K +$14.1K +697 +55%
National Bank of Canada
43
National Bank of Canada
Quebec, Canada
$27.6K +$27K +1,336 New
PS
44
Principal Securities
Iowa
$27.4K +$303 +15 +1%
PA
45
PSI Advisors
Florida
$21.9K
CA
46
CoreCap Advisors
Michigan
$19.2K
EWA
47
EverSource Wealth Advisors
Alabama
$15.9K
FCM
48
Fourpath Capital Management
Oklahoma
$12.7K +$12.5K +616 New
BP
49
BNP Paribas
France
$12.4K
CAM
50
Creekmur Asset Management
Illinois
$11.4K -$1.25K -62 -10%