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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EIG
26
Ellenbecker Investment Group
Wisconsin
$4.16M +$107K +2,181 +3%
HFA
27
Hershey Financial Advisers
Pennsylvania
$4.08M +$102K +2,069 +3%
TFG
28
Taylor Financial Group
Virginia
$4.05M +$172K +3,498 +5%
OBWG
29
Onyx Bridge Wealth Group
New York
$3.96M +$83.8K +1,706 +2%
Focus Partners Wealth
30
Focus Partners Wealth
Massachusetts
$3.83M -$9.97K -203 -0.3%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$3.75M -$266K -5,423 -7%
BCM
32
Brookstone Capital Management
Illinois
$3.65M -$3.1K -63 -0.1%
CWA
33
Consilium Wealth Advisory
Texas
$3.59M -$230K -4,672 -6%
JP Morgan Chase
34
JP Morgan Chase
New York
$3.58M +$230K +4,691 +7%
Wealth Enhancement Advisory Services
35
Wealth Enhancement Advisory Services
Minnesota
$3.36M -$27.4K -557 -0.8%
MA
36
Mutual Advisors
Nebraska
$3.29M -$11.3K -231 -0.3%
KAS
37
Kestra Advisory Services
Texas
$3.26M +$221K +4,495 +7%
BCM
38
Basso Capital Management
Connecticut
$3.12M +$3.07M +62,530 New
JSA
39
Jim Saulnier & Associates
Colorado
$3.1M +$261K +5,313 +9%
AWM
40
AE Wealth Management
Kansas
$3.1M +$2.43M +49,451 +393%
VH
41
VVR Holdings
Washington
$2.91M -$143K -2,911 -5%
AT
42
American Trust
Kentucky
$2.86M +$1.66M +33,713 +143%
CPW
43
Cogent Private Wealth
Florida
$2.65M +$2.61M +53,182 New
PAG
44
Private Advisor Group
New Jersey
$2.48M -$396K -8,061 -14%
AL
45
Aspiriant LLC
California
$2.48M
TPWA
46
TRUE Private Wealth Advisors
Oregon
$2.47M +$1.13K +23 +0%
GS
47
GTS Securities
Florida
$2.38M -$4.57M -92,984 -66%
EA
48
Enclave Advisors
Texas
$2.25M -$60.9K -1,240 -3%
BFA
49
Beacon Financial Advisory
Ohio
$2.22M +$14.4K +294 +0.7%
MWM
50
Manske Wealth Management
Texas
$2.11M +$9.83K +200 +0.5%