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iShares Morningstar Multi-Asset Income ETF
IYLD

Name Holding Trade Value Shares
Change 		Change in
Stake
ECA
1
Elevation Capital Advisory
Oregon
$5.4M +$5.37M +268,791 New
Bank of America
2
Bank of America
North Carolina
$4.07M +$1.03M +51,786 +34%
Morgan Stanley
3
Morgan Stanley
New York
$3.63M -$151K -7,581 -4%
LPL Financial
4
LPL Financial
California
$1.69M +$7.57K +379 +0.5%
KAS
5
Kestra Advisory Services
Texas
$1.48M -$3.27M -163,616 -69%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$1.26M -$4.74M -237,385 -79%
PWM
7
Perigon Wealth Management
California
$1.13M +$35.7K +1,787 +3%
KA
8
Kovack Advisors
Florida
$1.07M +$153K +7,650 +17%
Raymond James Financial
9
Raymond James Financial
Florida
$801K +$34.5K +1,730 +5%
Jane Street
10
Jane Street
New York
$786K +$781K +39,126 New
MWP
11
MYCIO Wealth Partners
Pennsylvania
$744K – – –
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$742K -$6.61K -331 -0.9%
AAS
13
Ameritas Advisory Services
Nebraska
$681K +$677K +33,908 New
Osaic Holdings
14
Osaic Holdings
Arizona
$535K -$521K -26,096 -49%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$517K +$319 +16 +0.1%
FHC
16
First Heartland Consultants
Missouri
$463K -$20.6K -1,030 -4%
JP Morgan Chase
17
JP Morgan Chase
New York
$461K -$13.5K -676 -3%
Wells Fargo
18
Wells Fargo
California
$445K +$5.53K +277 +1%
HighTower Advisors
19
HighTower Advisors
Illinois
$422K +$9.66K +484 +2%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$328K -$266K -13,323 -45%
DADC
21
D.A. Davidson & Co
Montana
$327K -$144K -7,208 -31%
MML Investors Services
22
MML Investors Services
Massachusetts
$309K -$1.08K -54 -0.3%
WFAG
23
Worth Financial Advisory Group
North Carolina
$281K -$16.8K -843 -6%
Citadel Advisors
24
Citadel Advisors
Florida
$274K -$222K -11,125 -45%
IWM
25
IHT Wealth Management
Illinois
$255K -$18.8K -942 -7%
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