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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
$5.34M +$61K +3,174 +1%
FAIM
2
Financial Advocates Investment Management
Washington
$3.81M -$1.21K -63 -0.1%
Morgan Stanley
3
Morgan Stanley
New York
$2.88M -$74K -3,849 -3%
LPL Financial
4
LPL Financial
California
$2.73M -$130K -6,753 -5%
RL
5
Retireful LLC
Michigan
$2.51M +$2.47M +128,357 New
Osaic Holdings
6
Osaic Holdings
Arizona
$1.55M -$95.6K -4,976 -6%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$1.49M +$96.8K +5,040 +7%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$1.16M -$299K -15,552 -21%
FHC
9
First Heartland Consultants
Missouri
$1.16M -$22K -1,145 -2%
DADC
10
D.A. Davidson & Co
Montana
$1.07M -$36.5K -1,898 -3%
AWS
11
Atria Wealth Solutions
New York
$708K +$392K +20,420 +129%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$702K -$24.1K -1,256 -3%
MWP
13
MYCIO Wealth Partners
Pennsylvania
$551K – – –
Citadel Advisors
14
Citadel Advisors
Florida
$441K +$434K +22,605 New
MFA
15
Mayflower Financial Advisors
Massachusetts
$384K – – –
WFAG
16
Worth Financial Advisory Group
North Carolina
$382K -$18.6K -967 -5%
KA
17
Kovack Advisors
Florida
$358K +$20.2K +1,050 +6%
Ameriprise
18
Ameriprise
Minnesota
$352K +$81.7K +4,253 +31%
CBFP
19
Cedar Brook Financial Partners
Ohio
$351K -$63.6K -3,312 -16%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$326K -$14.9K -777 -4%
HW
21
Hancock Whitney
Mississippi
$323K -$958K -49,885 -75%
LA
22
LVW Advisors
New York
$316K -$1.16M -60,480 -79%
MML Investors Services
23
MML Investors Services
Massachusetts
$306K +$21K +1,091 +7%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$303K -$58.6K -3,050 -16%
GWM
25
Geneos Wealth Management
Colorado
$286K -$117K -6,105 -29%
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