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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWA
26
ARQ Wealth Advisors
Arizona
$4.66M +$665K +15,786 +17%
BFA
27
Beacon Financial Advisory
Ohio
$4.66M +$2.23M +52,929 +96%
CAN
28
Cetera Advisor Networks
California
$4.41M +$38.6K +916 +0.9%
FFC
29
Fure Financial Corporation
Minnesota
$3.07M -$40.7K -966 -1%
FFN
30
Focus Financial Network
Minnesota
$2.96M +$124K +2,950 +4%
KAS
31
Kestra Advisory Services
Texas
$2.82M +$786K +18,671 +40%
TCMP
32
Thrive Capital Management (Pennsylvania)
Pennsylvania
$2.48M +$2.41M +57,340 New
RCA
33
Rowland Carmichael Advisors
Arizona
$2.35M -$79.8K -1,895 -3%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$2.32M +$193K +4,576 +9%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$2.18M +$590K +14,023 +39%
MFS
36
Madrona Financial Services
Washington
$1.9M +$53.6K +1,273 +3%
DAS
37
Dynamic Advisor Solutions
Arizona
$1.85M +$606K +14,394 +51%
Renaissance Technologies
38
Renaissance Technologies
New York
$1.84M +$551K +13,095 +44%
AAS
39
Annex Advisory Services
Wisconsin
$1.83M +$59.2K +1,405 +3%
UBS Group
40
UBS Group
Switzerland
$1.76M -$61.1K -1,451 -3%
UCFA
41
United Capital Financial Advisors
Texas
$1.67M -$530K -12,596 -25%
WA
42
Waverly Advisors
Alabama
$1.64M +$120K +2,855 +8%
WFS
43
Weitzel Financial Services
Iowa
$1.6M +$1.53M +36,267 New
FAIM
44
Financial Advocates Investment Management
Washington
$1.59M +$461K +10,961 +43%
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$1.55M -$207K -4,926 -12%
NG
46
Northstar Group
New York
$1.53M -$37.9K -900 -2%
SFG
47
StrategIQ Financial Group
Indiana
$1.5M +$121K +2,877 +9%
RJA
48
Raymond James & Associates
Florida
$1.43M +$816K +19,379 +142%
RFM
49
Royal Fund Management
Florida
$1.38M +$572K +13,586 +74%
Citigroup
50
Citigroup
New York
$1.35M +$472K +11,219 +56%