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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BCM
26
Brookstone Capital Management
Illinois
$1.08M +$538K +15,013 +101%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$959K +$155K +4,317 +19%
EA
28
Efficient Advisors
Ohio
$937K -$8.88K -248 -0.9%
SFG
29
StrategIQ Financial Group
Indiana
$897K +$351K +9,812 +65%
TWMH
30
Tiedemann Wealth Management Holdings
New York
$786K +$780K +21,781 New
CFA
31
Cahill Financial Advisors
Minnesota
$764K -$15.1K -422 -2%
DWM
32
Darwin Wealth Management
Florida
$739K +$53.7K +1,499 +8%
JWM
33
Jackson Wealth Management
Florida
$717K -$24.6K -686 -3%
BSWM
34
Boston Standard Wealth Management
Massachusetts
$698K +$5.12K +143 +0.7%
GF
35
Gerstein Fisher
New York
$663K +$112K +3,135 +20%
CAN
36
Cetera Advisor Networks
California
$637K +$19.4K +542 +3%
SFWA
37
Summit Financial Wealth Advisors
Louisiana
$622K
RPG
38
Risk Paradigm Group
Texas
$616K +$612K +17,082 New
Jane Street
39
Jane Street
New York
$544K -$1.27M -35,411 -70%
AG
40
Advisor Group
Arizona
$509K +$95.2K +2,659 +23%
IA
41
IFP Advisors
Florida
$487K +$8.85K +247 +2%
NPC
42
National Planning Corporation
California
$453K -$18.7K -522 -4%
ACS
43
Archford Capital Strategies
Illinois
$438K +$81.1K +2,263 +23%
RJA
44
Raymond James & Associates
Florida
$405K +$179K +5,000 +80%
SI
45
SII Investments
Wisconsin
$402K -$50K -1,396 -11%
MFS
46
MSI Financial Services
Massachusetts
$390K -$12.3K -343 -3%
ACM
47
Argentus Capital Management
Texas
$387K +$230K +6,411 +149%
WP
48
WealthPLAN Partners
Nebraska
$374K -$9.74K -272 -3%
RIA
49
Regal Investment Advisors
Michigan
$350K
SBL
50
Sargent Bickham Lagudis
Colorado
$327K