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iShares Morningstar Multi-Asset Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WFAG
26
Worth Financial Advisory Group
North Carolina
$289K -$26.1K -1,296 -8%
IWM
27
IHT Wealth Management
Illinois
$266K -$224K -11,091 -45%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$250K -$19.4K -962 -7%
HW
29
Hancock Whitney
Mississippi
$240K -$11.9K -591 -5%
Stifel Financial
30
Stifel Financial
Missouri
$214K +$202 +10 +0.1%
SEIA
31
Signature Estate & Investment Advisors
California
$209K -$64.9K -3,216 -23%
AQR Capital Management
32
AQR Capital Management
Connecticut
$195K
NAM
33
NorthCrest Asset Manangement
Minnesota
$195K
WSFS
34
Wilmington Savings Fund Society
Delaware
$129K
UBS Group
35
UBS Group
Switzerland
$112K -$14.2K -705 -11%
GWM
36
Geneos Wealth Management
Colorado
$92K +$202 +10 +0.2%
GBT
37
Grove Bank & Trust
Florida
$76.8K
FFA
38
Farther Finance Advisors
California
$74.9K -$90.5K -4,485 -54%
Jones Financial Companies
39
Jones Financial Companies
Missouri
$68K +$61.5K +3,049 +688%
NA
40
NewEdge Advisors
Louisiana
$38.1K
PS
41
Principal Securities
Iowa
$26.5K +$706 +35 +3%
National Bank of Canada
42
National Bank of Canada
Quebec, Canada
$26K
PA
43
PSI Advisors
Florida
$18.6K -$2.14K -106 -10%
CA
44
CoreCap Advisors
Michigan
$18.1K
HI
45
Harbour Investments
Wisconsin
$16.8K -$28.2K -1,396 -62%
EWA
46
EverSource Wealth Advisors
Alabama
$15K
CAM
47
Creekmur Asset Management
Illinois
$10.8K
IA
48
IFP Advisors
Florida
$7.81K
FFA
49
Founders Financial Alliance
North Carolina
$7.79K
SS
50
Sunbelt Securities
Texas
$4K +$4.13K +205 New