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iShares Morningstar Multi-Asset Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WP
51
WealthSource Partners
California
$251K
DAS
52
Dynamic Advisor Solutions
Arizona
$225K -$5.2K -209 -2%
MML Investors Services
53
MML Investors Services
Massachusetts
$215K -$158K -6,348 -42%
FHA
54
Flagship Harbor Advisors
Massachusetts
$63K -$2.99K -120 -5%
WCG
55
Weaver Consulting Group
California
$50K
BWM
56
BerganKDV Wealth Management
Minnesota
$32K
Citigroup
57
Citigroup
New York
$29K
RIA
58
Realta Investment Advisors
Delaware
$14K
RIA
59
RPG Investment Advisory
California
$13K +$124 +5 +0.9%
ASN
60
Advisory Services Network
Georgia
$12K
FAAS
61
First Allied Advisory Services
California
$10K +$10.1K +405 New
Fidelity Investments
62
Fidelity Investments
Massachusetts
$9K
LFG
63
LifePlan Financial Group
Ohio
$9K
PFGIA
64
Patriot Financial Group Insurance Agency
Massachusetts
$9K
APA
65
American Portfolios Advisors
New York
$6.24K
AIC
66
Ameritas Investment Company
Nebraska
$5K +$4.98K +200 New
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
$4K
Susquehanna International Group
68
Susquehanna International Group
Pennsylvania
-$1M -39,941 Closed
RCAG
69
Rehmann Capital Advisory Group
Michigan
-$212K -8,433 Closed
OSNBOA
70
Old Second National Bank of Aurora
Illinois
-$53K -2,110 Closed
CFA
71
Camarda Financial Advisors
Florida
-$47K -1,869 Closed
SIM
72
Sonora Investment Management
Arizona
-$21K -828 Closed
US Bancorp
73
US Bancorp
Minnesota
-$3K -129 Closed