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iShares Morningstar Multi-Asset Income ETF
IYLD

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$6.34M +$2.52M +124,721 +69%
Bank of America
2
Bank of America
North Carolina
$4.22M +$13.2K +652 +0.3%
KAS
3
Kestra Advisory Services
Texas
$3.85M +$2.27M +112,075 +152%
LPL Financial
4
LPL Financial
California
$1.86M +$106K +5,232 +6%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.63M +$314K +15,528 +25%
PWM
6
Perigon Wealth Management
California
$1.23M +$62.2K +3,078 +5%
KA
7
Kovack Advisors
Florida
$1.08M -$30.2K -1,493 -3%
WA
8
Win Advisors
Florida
$836K +$815K +40,288 New
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$769K +$1.84K +91 +0.2%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$564K +$219K +10,810 +66%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$535K +$202 +10 +0%
Raymond James Financial
12
Raymond James Financial
Florida
$516K -$304K -15,051 -38%
JP Morgan Chase
13
JP Morgan Chase
New York
$473K -$3.38K -167 -0.7%
HighTower Advisors
14
HighTower Advisors
Illinois
$465K +$28K +1,387 +7%
Wells Fargo
15
Wells Fargo
California
$460K -$20 -1 -0%
FHC
16
First Heartland Consultants
Missouri
$438K -$40.2K -1,988 -9%
SOS
17
Silver Oak Securities
Tennessee
$435K +$424K +20,973 New
Osaic Holdings
18
Osaic Holdings
Arizona
$411K -$139K -6,853 -26%
DADC
19
D.A. Davidson & Co
Montana
$338K – – –
MML Investors Services
20
MML Investors Services
Massachusetts
$315K -$4.04K -200 -1%
IWM
21
IHT Wealth Management
Illinois
$255K -$8.11K -401 -3%
HW
22
Hancock Whitney
Mississippi
$241K -$13.3K -659 -5%
FTS
23
Fifth Third Securities
Ohio
$212K +$206K +10,196 New
Stifel Financial
24
Stifel Financial
Missouri
$211K -$20.1K -993 -9%
WSFS
25
Wilmington Savings Fund Society
Delaware
$137K – – –
1
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