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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
$3.71M -$80.4K -4,059 -2%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$3.4M -$618K -31,219 -14%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$3.21M +$3.26M +164,491 +1,558%
Morgan Stanley
4
Morgan Stanley
New York
$2.71M +$118K +5,948 +4%
LPL Financial
5
LPL Financial
California
$2.7M +$6.83K +345 +0.2%
RJA
6
Raymond James & Associates
Florida
$2.62M +$2.46M +124,485 +687%
Osaic Holdings
7
Osaic Holdings
Arizona
$1.94M -$253K -12,769 -11%
Ameriprise
8
Ameriprise
Minnesota
$1.6M -$93.4K -4,718 -5%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$1.53M -$45.2K -2,284 -3%
DADC
10
D.A. Davidson & Co
Montana
$1.53M -$1.11M -56,304 -40%
HW
11
Hancock Whitney
Mississippi
$1.18M -$92.8K -4,689 -7%
FHC
12
First Heartland Consultants
Missouri
$1.11M – – –
IA
13
IFP Advisors
Florida
$1.08M -$2.97K -150 -0.3%
JFA
14
JNBA Financial Advisors
Minnesota
$1.07M -$231K -11,660 -17%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$945K -$92.9K -4,691 -8%
Jane Street
16
Jane Street
New York
$915K -$63.1K -3,189 -6%
MML Investors Services
17
MML Investors Services
Massachusetts
$633K +$319K +16,131 +88%
GWM
18
Geneos Wealth Management
Colorado
$624K -$297K -14,991 -31%
PAG
19
Private Advisor Group
New Jersey
$565K +$608K +30,734 New
MWP
20
MYCIO Wealth Partners
Pennsylvania
$518K – – –
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$505K +$156K +7,861 +40%
MFA
22
Mayflower Financial Advisors
Massachusetts
$499K -$1.09K -55 -0.2%
Wells Fargo
23
Wells Fargo
California
$472K -$432K -21,835 -46%
CBFP
24
Cedar Brook Financial Partners
Ohio
$397K +$2.24K +113 +0.5%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$396K -$53.6K -2,707 -11%
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