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iShares Morningstar Multi-Asset Income ETF
IYLD
IYLD
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BWM
51
BerganKDV Wealth Management
Bloomington,
Minnesota
| $32K | – | – | – |
|
52
Citigroup
New York
| $29K | +$28.9K | +1,173 | New |
|
|
SIM
53
Sonora Investment Management
Tucson,
Arizona
| $21K | +$20.4K | +828 | New |
|
|
RIA
54
Realta Investment Advisors
Wilmington,
Delaware
| $14K | +$9.2K | +373 | +187% |
|
|
RIA
55
RPG Investment Advisory
Pleasanton,
California
| $13K | +$123 | +5 | +1% |
|
|
ASN
56
Advisory Services Network
Atlanta,
Georgia
| $12K | – | – | – |
|
|
LFG
57
LifePlan Financial Group
Dayton,
Ohio
| $9K | -$5.7K | -231 | -39% |
|
|
PFGIA
58
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $9K | -$5.28K | -214 | -36% |
|
59
Fidelity Investments
Boston,
Massachusetts
| $9K | – | – | – |
|
|
APA
60
American Portfolios Advisors
Holbrook,
New York
| $6.28K | +$6.17K | +250 | New |
|
61
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $4K | – | – | – |
|
62
US Bancorp
Minneapolis,
Minnesota
| $3K | – | – | – |
|
63
Jane Street
New York
| – | -$3.17M | -128,429 | Closed |
|
|
CA
64
Cetera Advisors
Denver,
Colorado
| – | -$45K | -1,800 | Closed |
|