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iShares Morningstar Multi-Asset Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FHA
51
Flagship Harbor Advisors
Massachusetts
$51K
JP Morgan Chase
52
JP Morgan Chase
New York
$42K +$50.6K +2,092 New
WCG
53
Weaver Consulting Group
California
$40K
BWM
54
BerganKDV Wealth Management
Minnesota
$26K
MPCG
55
Matrix Private Capital Group
New York
$24K
ASN
56
Advisory Services Network
Georgia
$22K
Citigroup
57
Citigroup
New York
$20K -$28.2K -1,168 -54%
OPS
58
Orion Portfolio Solutions
Nebraska
$20K +$24.2K +1,001 New
SFS
59
Sowell Financial Services
Arkansas
$20K +$24.5K +1,012 New
VCP
60
Verus Capital Partners
Arizona
$18K
APA
61
American Portfolios Advisors
New York
$13K +$9.67K +400 +160%
RIA
62
RPG Investment Advisory
California
$11K
LFG
63
LifePlan Financial Group
Ohio
$7K
Carson Wealth (CWM LLC)
64
Carson Wealth (CWM LLC)
Nebraska
$4K
AIC
65
Ameritas Investment Company
Nebraska
$4K +$4.83K +200 New
Jane Street
66
Jane Street
New York
-$1.79M -70,109 Closed
BSAM
67
Blue Sky Asset Management
Colorado
-$1.08M -42,144 Closed
IAA
68
Independent Advisor Alliance
North Carolina
-$859K -33,619 Closed
OIA
69
OneDigital Investment Advisors
Kansas
-$488K -19,101 Closed
ACP
70
Aveo Capital Partners
Colorado
-$298K -11,653 Closed
WP
71
WealthSource Partners
California
-$256K -10,037 Closed
BWA
72
Beam Wealth Advisors
Louisiana
-$233K -9,140 Closed
MML Investors Services
73
MML Investors Services
Massachusetts
-$222K -8,691 Closed
TWM
74
Trinity Wealth Management
Pennsylvania
-$213K -8,329 Closed
ACM
75
Allred Capital Management
Texas
-$137K -5,346 Closed