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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
$262K -$20.2K -917 -7%
Stifel Financial
27
Stifel Financial
Missouri
$218K -$44.4K -2,019 -17%
LA
28
LVW Advisors
New York
$205K
UBS Group
29
UBS Group
Switzerland
$195K -$12K -545 -6%
ATS
30
Ashton Thomas Securities
New York
$191K +$194K +8,800 New
SPIA
31
Steward Partners Investment Advisory
New York
$128K -$3.12K -142 -2%
FFA
32
Farther Finance Advisors
California
$87.7K +$22 +1 +0%
GBT
33
Grove Bank & Trust
Florida
$85.7K
IA
34
IFP Advisors
Florida
$71.5K -$17.9K -816 -20%
US Bancorp
35
US Bancorp
Minnesota
$68.5K
NEWAS
36
N.E.W. Advisory Services
Wisconsin
$63.4K
TCM
37
Triumph Capital Management
Colorado
$48.3K
GWM
38
Geneos Wealth Management
Colorado
$44.5K +$44 +2 +0.1%
National Bank of Canada
39
National Bank of Canada
Quebec, Canada
$28.9K
CI
40
CX Institutional
Indiana
$20K -$990 -45 -5%
ASN
41
Advisory Services Network
Georgia
$14.1K +$14.3K +650 New
Fifth Third Bancorp
42
Fifth Third Bancorp
Ohio
$11.4K +$11.5K +523 New
EWA
43
EverSource Wealth Advisors
Alabama
$8.82K
HI
44
Harbour Investments
Wisconsin
$8.15K
FFA
45
Founders Financial Alliance
North Carolina
$5.43K
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$5.37K +$5.43K +247 New
SS
47
Sunbelt Securities
Texas
$4.46K
KFG
48
Kingdom Financial Group
Arizona
$198
LAS
49
Lloyd Advisory Services
Georgia
$198 +$198 +9 New
Fidelity Investments
50
Fidelity Investments
Massachusetts
$22 +$22 +1 New