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iShares Morningstar Multi-Asset Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IA
1
IFP Advisors
Florida
$14.4M +$1.06M +43,109 +8%
Bank of America
2
Bank of America
North Carolina
$10.6M +$920K +37,333 +10%
RJA
3
Raymond James & Associates
Florida
$10.6M +$355K +14,381 +3%
AL
4
Aspiriant LLC
California
$6.03M +$6.01M +243,703 New
Wells Fargo
5
Wells Fargo
California
$4.63M +$14.2K +575 +0.3%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$4.63M +$253K +10,252 +6%
Ameriprise
7
Ameriprise
Minnesota
$3.68M +$672K +27,266 +23%
SAM
8
Stringer Asset Management
Tennessee
$3.37M +$585K +23,709 +21%
LPL Financial
9
LPL Financial
California
$3.34M -$363K -14,716 -10%
LTFS
10
Ladenburg Thalmann Financial Services
Florida
$3.15M -$678K -27,507 -18%
Morgan Stanley
11
Morgan Stanley
New York
$3.08M -$148K -5,991 -5%
SCM
12
Stonehearth Capital Management
Massachusetts
$2.76M -$13.5K -549 -0.5%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$1.87M +$25.9K +1,050 +1%
FHC
14
First Heartland Consultants
Missouri
$1.53M +$296 +12 +0%
UBS Group
15
UBS Group
Switzerland
$1.41M -$28.7K -1,165 -2%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$1.32M -$25.3K -1,025 -2%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$1.14M +$12K +488 +1%
KA
18
Kovack Advisors
Florida
$1.09M +$1.08M +43,895 New
HW
19
Hancock Whitney
Mississippi
$1.04M -$42.6K -1,726 -4%
AIP
20
Ahrens Investment Partners
Louisiana
$952K -$1.05M -42,601 -53%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$943K -$86.2K -3,498 -8%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$848K +$642K +26,045 +317%
GWM
23
Geneos Wealth Management
Colorado
$808K -$37.2K -1,508 -4%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$694K -$23.1K -937 -3%
Jane Street
25
Jane Street
New York
$626K +$414K +16,798 +198%