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iShares Morningstar Multi-Asset Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
26
Wealth Enhancement Advisory Services
Minnesota
$258K +$255K +11,946 New
Stifel Financial
27
Stifel Financial
Missouri
$258K +$40.6K +1,903 +19%
SAM
28
Smithbridge Asset Management
Pennsylvania
$257K +$256K +12,000 New
WFAG
29
Worth Financial Advisory Group
North Carolina
$250K +$249K +11,654 New
HW
30
Hancock Whitney
Mississippi
$248K
UBS Group
31
UBS Group
Switzerland
$204K +$15.3K +717 +8%
LA
32
LVW Advisors
New York
$202K
Jones Financial Companies
33
Jones Financial Companies
Missouri
$144K -$5.01K -235 -3%
GRP
34
Global Retirement Partners
California
$133K +$133K +6,232 New
SPIA
35
Steward Partners Investment Advisory
New York
$130K +$1.39K +65 +1%
IA
36
IFP Advisors
Florida
$88K
FFA
37
Farther Finance Advisors
California
$86K -$341 -16 -0.4%
GBT
38
Grove Bank & Trust
Florida
$84.4K
US Bancorp
39
US Bancorp
Minnesota
$67.5K +$67.2K +3,150 New
NEWAS
40
N.E.W. Advisory Services
Wisconsin
$62.5K
TCM
41
Triumph Capital Management
Colorado
$47.6K +$47.4K +2,223 New
GWM
42
Geneos Wealth Management
Colorado
$43.8K -$14.7K -689 -25%
National Bank of Canada
43
National Bank of Canada
Quebec, Canada
$28.5K
CI
44
CX Institutional
Indiana
$20K -$149 -7 -0.7%
Comerica Bank
45
Comerica Bank
Texas
$11.1K
EWA
46
EverSource Wealth Advisors
Alabama
$8.7K
HI
47
Harbour Investments
Wisconsin
$8.03K
FFA
48
Founders Financial Alliance
North Carolina
$5.36K
SS
49
Sunbelt Securities
Texas
$4.39K
CIA
50
Cape Investment Advisory
Georgia
$4.03K