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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GFPC
26
Global Financial Private Capital
Florida
$1.68M +$342K +9,116 New
FA
27
FDx Advisors
Illinois
$1.61M +$203K +5,397 +15%
PAMG
28
Patton Albertson Miller Group
Tennessee
$1.6M -$41.9K -1,117 -3%
MHS
29
M Holdings Securities
Oregon
$1.58M -$2.33K -62 -0.1%
WA
30
Waverly Advisors
Alabama
$1.48M +$173K +4,617 +13%
NG
31
Northstar Group
New York
$1.42M +$560K +14,900 +66%
UBS Group
32
UBS Group
Switzerland
$1.26M +$21.1K +563 +2%
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$1.13M
WDL
34
Well Done LLC
Michigan
$961K
EA
35
Efficient Advisors
Ohio
$929K -$47.9K -1,276 -5%
SFG
36
StrategIQ Financial Group
Indiana
$878K +$26.5K +706 +3%
AG
37
Advisor Group
Arizona
$877K +$156K +4,157 +22%
ACS
38
Archford Capital Strategies
Illinois
$770K +$37K +984 +5%
ACP
39
Aveo Capital Partners
Colorado
$713K +$67.9K +1,807 +11%
CA
40
Cetera Advisors
Colorado
$703K +$93.1K +2,480 +15%
CAN
41
Cetera Advisor Networks
California
$696K -$90.9K -2,421 -12%
SPIA
42
Steward Partners Investment Advisory
New York
$679K
IA
43
IFP Advisors
Florida
$673K +$11.6K +309 +2%
NWM
44
Northwest Wealth Management
Iowa
$623K -$168K -4,465 -21%
RJA
45
Raymond James & Associates
Florida
$586K -$2.1K -56 -0.4%
BSWM
46
Boston Standard Wealth Management
Massachusetts
$550K +$126K +3,358 +30%
RIA
47
Regal Investment Advisors
Michigan
$525K +$59.3K +1,579 +13%
WP
48
WealthPLAN Partners
Nebraska
$505K +$499K +13,291 New
VF
49
Virtu Financial
New York
$501K +$495K +13,192 New
DAS
50
Dynamic Advisor Solutions
Arizona
$480K +$475K +12,645 New