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iShares Morningstar Multi-Asset Income ETF
IYLD

Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$9.89M +$291K +11,785 +3%
AL
2
Aspiriant LLC
California
$6.63M +$498K +20,169 +8%
Ameriprise
3
Ameriprise
Minnesota
$6.36M +$304K +12,310 +5%
TFS
4
Thoroughbred Financial Services
Tennessee
$6.09M +$2.09M +84,562 +825%
Wells Fargo
5
Wells Fargo
California
$5.82M -$122K -4,954 -2%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$4.25M +$670K +27,171 +19%
LTFS
7
Ladenburg Thalmann Financial Services
Florida
$4.09M +$485K +19,640 +14%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$3.45M +$2.46M +99,642 +265%
Morgan Stanley
9
Morgan Stanley
New York
$3.36M +$486K +19,692 +17%
SCM
10
Stonehearth Capital Management
Massachusetts
$2.93M +$96.2K +3,900 +3%
RJA
11
Raymond James & Associates
Florida
$2.82M +$2.08M +84,382 +301%
LPL Financial
12
LPL Financial
California
$2.75M +$38.2K +1,550 +1%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$2.08M +$437K +17,712 +27%
HW
14
Hancock Whitney
Mississippi
$1.72M +$204K +8,248 +14%
GVAG
15
Great Valley Advisor Group
Delaware
$1.63M +$659K +26,719 +70%
FHC
16
First Heartland Consultants
Missouri
$1.47M +$247 +10 +0%
JFA
17
JNBA Financial Advisors
Minnesota
$1.43M +$406K +16,471 +41%
UBS Group
18
UBS Group
Switzerland
$1.38M +$16.1K +653 +1%
KA
19
Kovack Advisors
Florida
$1.33M +$76.5K +3,100 +6%
SPIA
20
Steward Partners Investment Advisory
New York
$1.29M -$45K -1,825 -3%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$1.26M +$88.4K +3,582 +8%
CBFP
22
Cedar Brook Financial Partners
Ohio
$1.19M -$15.2K -618 -1%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$1.16M +$69.4K +2,811 +6%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$1M +$986K +39,941 New
GWM
25
Geneos Wealth Management
Colorado
$901K +$109K +4,433 +14%
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