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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
$56K
APWA
52
Atlas Private Wealth Advisors
New Jersey
$46K +$44.3K +2,080 New
WCG
53
Weaver Consulting Group
California
$44K
BWM
54
BerganKDV Wealth Management
Minnesota
$28K
MPCG
55
Matrix Private Capital Group
New York
$27K
Citigroup
56
Citigroup
New York
$23K +$341 +16 +2%
OPS
57
Orion Portfolio Solutions
Nebraska
$22K
APA
58
American Portfolios Advisors
New York
$14.4K
RIA
59
RPG Investment Advisory
California
$12K
LFG
60
LifePlan Financial Group
Ohio
$8K
Northern Trust
61
Northern Trust
Illinois
$5K +$507K +23,780 New
Carson Wealth (CWM LLC)
62
Carson Wealth (CWM LLC)
Nebraska
$4K
GEA
63
Glen Eagle Advisors
New Jersey
$22 +$21 +1 New
WP
64
WealthPLAN Partners
Nebraska
-$2.82M -136,548 Closed
Baird Financial Group
65
Baird Financial Group
Wisconsin
-$965K -48,257 Closed
BSW
66
Buckingham Strategic Wealth
Missouri
-$366K -18,275 Closed
TSS
67
Two Sigma Securities
New York
-$278K -13,885 Closed
VAS
68
Vestmark Advisory Solutions
Massachusetts
-$228K -11,385 Closed
WAP
69
Wealthcare Advisory Partners
Pennsylvania
-$152K -7,596 Closed
ASN
70
Advisory Services Network
Georgia
-$22K -1,084 Closed
SFS
71
Sowell Financial Services
Arkansas
-$20K -1,012 Closed
AIC
72
Ameritas Investment Company
Nebraska
-$4K -200 Closed
Fidelity Investments
73
Fidelity Investments
Massachusetts
-$21 -1 -33%
BFEC
74
Benjamin F. Edwards & Company
Missouri
+$107 +5 New