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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RCA
26
Rowland Carmichael Advisors
Arizona
$2.31M -$10.1K -246 -0.4%
BFA
27
Beacon Financial Advisory
Ohio
$2.26M +$623K +15,207 +38%
UCFA
28
United Capital Financial Advisors
Texas
$2.11M +$177K +4,326 +9%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$2.02M -$178K -4,350 -8%
FAIM
30
Financial Advocates Investment Management
Washington
$2.02M +$183K +4,474 +21%
KAS
31
Kestra Advisory Services
Texas
$1.91M +$1.91M +46,613 New
MFS
32
Madrona Financial Services
Washington
$1.75M +$190K +4,633 +12%
AWM
33
AE Wealth Management
Kansas
$1.75M +$32K +780 +2%
UBS Group
34
UBS Group
Switzerland
$1.74M +$6.39K +156 +0.4%
AAS
35
Annex Advisory Services
Wisconsin
$1.68M +$83.5K +2,036 +5%
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$1.68M -$260K -6,340 -13%
ACP
37
Aveo Capital Partners
Colorado
$1.56M +$1.56M +38,091 New
NG
38
Northstar Group
New York
$1.49M -$14.3K -350 -1%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$1.49M +$836K +20,388 +128%
DWM
40
Darwin Wealth Management
Florida
$1.47M -$3.57M -87,090 -71%
WA
41
Waverly Advisors
Alabama
$1.39M +$16.7K +407 +1%
JWCA
42
J.W. Cole Advisors
Florida
$1.36M +$1.35M +33,023 New
SFG
43
StrategIQ Financial Group
Indiana
$1.3M +$38.5K +939 +3%
MHS
44
M Holdings Securities
Oregon
$1.28M -$26.6K -650 -2%
Renaissance Technologies
45
Renaissance Technologies
New York
$1.22M -$201K -4,895 -14%
DAS
46
Dynamic Advisor Solutions
Arizona
$1.17M +$65.5K +1,599 +6%
AAS
47
Avantax Advisory Services
Texas
$1.13M +$1.13M +27,459 New
MML Investors Services
48
MML Investors Services
Massachusetts
$1.12M +$694K +16,937 +162%
Citadel Advisors
49
Citadel Advisors
Florida
$1.12M +$851K +20,755 +317%
TCBWMS
50
Texas Capital Bank Wealth Management Services
Texas
$1.03M -$298K -7,276 -22%