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iShares Morningstar Multi-Asset Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RJA
1
Raymond James & Associates
Florida
$10.8M +$358K +13,950 +3%
Bank of America
2
Bank of America
North Carolina
$9.93M -$1.01M -39,198 -9%
AIP
3
Ahrens Investment Partners
Louisiana
$6.39M +$27.6K +1,075 +0.4%
LPL Financial
4
LPL Financial
California
$6.18M +$153K +5,965 +3%
Wells Fargo
5
Wells Fargo
California
$5.39M +$281K +10,957 +6%
IA
6
IFP Advisors
Florida
$4.32M +$380K +14,827 +10%
LTFS
7
Ladenburg Thalmann Financial Services
Florida
$3.97M +$359K +13,985 +10%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$3.7M +$240K +9,363 +7%
Ameriprise
9
Ameriprise
Minnesota
$3.03M -$1.04M -40,599 -26%
Morgan Stanley
10
Morgan Stanley
New York
$3.01M -$974K -37,957 -25%
SCM
11
Stonehearth Capital Management
Massachusetts
$2.87M -$8.13K -317 -0.3%
SAM
12
Stringer Asset Management
Tennessee
$2.55M +$2.54M +98,832 New
HW
13
Hancock Whitney
Mississippi
$1.78M +$636K +24,775 +56%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$1.73M +$9.34K +364 +0.5%
FHC
15
First Heartland Consultants
Missouri
$1.46M +$82.1K +3,200 +6%
KA
16
Kovack Advisors
Florida
$1.39M +$1.1M +43,025 +400%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$1.16M -$9.57K -373 -0.8%
HighTower Advisors
18
HighTower Advisors
Illinois
$1.09M +$79.4K +3,093 +8%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$1.02M +$332K +12,955 +49%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$987K +$22.9K +891 +2%
GWM
21
Geneos Wealth Management
Colorado
$904K +$53.7K +2,092 +6%
UBS Group
22
UBS Group
Switzerland
$886K -$1.69M -65,723 -66%
Comerica Bank
23
Comerica Bank
Texas
$881K
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$878K +$484K +18,880 +125%
FA
25
FDx Advisors
Illinois
$797K +$39.3K +1,530 +5%