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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
$7.06M -$24.9K -1,134 -0.3%
Bank of America
2
Bank of America
North Carolina
$5.71M +$550K +24,992 +11%
KAS
3
Kestra Advisory Services
Texas
$2.66M +$1.45M +65,721 +116%
SOS
4
Silver Oak Securities
Tennessee
$2.05M +$2.07M +94,130 New
PWM
5
Perigon Wealth Management
California
$1.68M +$10.7K +488 +0.6%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$1.54M -$2.66M -120,727 -63%
KA
7
Kovack Advisors
Florida
$1.34M +$143K +6,515 +12%
LPL Financial
8
LPL Financial
California
$1.16M -$924K -41,986 -44%
TWP
9
Tempus Wealth Planning
California
$1.06M +$638K +29,000 +145%
Wells Fargo
10
Wells Fargo
California
$1.03M -$69.3K -3,152 -6%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$886K -$8.1K -368 -0.9%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$813K +$823K +37,428 New
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$536K +$110 +5 +0%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$506K +$164K +7,453 +47%
JP Morgan Chase
15
JP Morgan Chase
New York
$485K – – –
HighTower Advisors
16
HighTower Advisors
Illinois
$484K +$110 +5 +0%
Raymond James Financial
17
Raymond James Financial
Florida
$458K -$105K -4,754 -18%
Jones Financial Companies
18
Jones Financial Companies
Missouri
$453K +$317K +14,395 +214%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$452K -$2.53K -115 -0.5%
Osaic Holdings
20
Osaic Holdings
Arizona
$377K +$73.8K +3,356 +24%
FHC
21
First Heartland Consultants
Missouri
$346K -$10.8K -490 -3%
WIA
22
World Investment Advisors
California
$322K -$74.2K -3,374 -19%
Ameriprise
23
Ameriprise
Minnesota
$305K +$19.1K +870 +7%
MML Investors Services
24
MML Investors Services
Massachusetts
$295K -$42.1K -1,916 -12%
HW
25
Hancock Whitney
Mississippi
$279K +$21.7K +987 +9%
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