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iShares Morningstar Multi-Asset Income ETF
IYLD

Name Holding Trade Value Shares
Change 		Change in
Stake
RJA
1
Raymond James & Associates
Florida
$19.3M +$16.5M +661,654 +589%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$16.6M +$13.1M +525,838 +383%
Bank of America
3
Bank of America
North Carolina
$10.2M +$404K +16,248 +4%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$9.39M +$5.15M +207,041 +122%
AL
5
Aspiriant LLC
California
$6.59M – – –
Ameriprise
6
Ameriprise
Minnesota
$6.2M -$119K -4,761 -2%
TC
7
Trilogy Capital
California
$6.06M +$6.08M +244,321 New
Wells Fargo
8
Wells Fargo
California
$5.95M +$163K +6,562 +3%
LTFS
9
Ladenburg Thalmann Financial Services
Florida
$4.6M +$537K +21,556 +13%
SAM
10
Stringer Asset Management
Tennessee
$4.42M +$4.11M +164,991 +1,381%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$3.73M +$2.47M +99,300 +198%
Morgan Stanley
12
Morgan Stanley
New York
$3.28M -$60.5K -2,430 -2%
IA
13
IFP Advisors
Florida
$3.24M +$3.23M +129,916 New
SCM
14
Stonehearth Capital Management
Massachusetts
$3.15M +$230K +9,236 +8%
AWM
15
AE Wealth Management
Kansas
$3M +$2.99M +120,191 New
SS
16
Simplicity Solutions
Minnesota
$2.94M +$2.94M +117,953 New
LPL Financial
17
LPL Financial
California
$2.88M +$142K +5,689 +5%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$2.36M +$296K +11,895 +14%
HW
19
Hancock Whitney
Mississippi
$1.97M +$267K +10,720 +16%
JFA
20
JNBA Financial Advisors
Minnesota
$1.78M +$358K +14,400 +25%
GVAG
21
Great Valley Advisor Group
Delaware
$1.72M +$100K +4,035 +6%
FHC
22
First Heartland Consultants
Missouri
$1.46M -$5.58K -224 -0.4%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$1.41M +$254K +10,197 +22%
DADC
24
D.A. Davidson & Co
Montana
$1.39M +$988K +39,673 +246%
KA
25
Kovack Advisors
Florida
$1.36M +$46.5K +1,867 +4%
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