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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RA
26
RiverTree Advisors
Florida
$3.84M +$3.84M +88,228 New
BPA
27
Beacon Pointe Advisors
California
$3.83M +$3.83M +88,037 New
FFN
28
Focus Financial Network
Minnesota
$3.45M +$468K +10,756 +16%
FFC
29
Fure Financial Corporation
Minnesota
$3.2M +$109K +2,504 +4%
FAIM
30
Financial Advocates Investment Management
Washington
$3.11M +$1.45M +33,269 +91%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$3.09M +$752K +17,266 +32%
CFD
32
Creative Financial Designs
Indiana
$3.04M +$2.98M +68,524 +5,857%
TCMP
33
Thrive Capital Management (Pennsylvania)
Pennsylvania
$2.96M +$465K +10,678 +19%
DAS
34
Dynamic Advisor Solutions
Arizona
$2.14M +$272K +6,259 +15%
MFS
35
Madrona Financial Services
Washington
$2.13M +$220K +5,050 +11%
UBS Group
36
UBS Group
Switzerland
$2.13M +$353K +8,110 +20%
Jane Street
37
Jane Street
New York
$2.08M +$2.08M +47,867 New
AAS
38
Annex Advisory Services
Wisconsin
$2.04M +$194K +4,464 +11%
KAS
39
Kestra Advisory Services
Texas
$1.99M -$856K -19,661 -30%
WA
40
Waverly Advisors
Alabama
$1.87M +$218K +5,006 +13%
RFM
41
Royal Fund Management
Florida
$1.86M +$475K +10,913 +34%
PPA
42
Parametric Portfolio Associates
Washington
$1.85M +$1.85M +42,440 New
ACP
43
Aveo Capital Partners
Colorado
$1.82M +$1.82M +41,749 New
WFS
44
Weitzel Financial Services
Iowa
$1.8M +$212K +4,861 +13%
KA
45
Kovack Advisors
Florida
$1.76M +$1.38M +31,749 +365%
UCFA
46
United Capital Financial Advisors
Texas
$1.67M -$18K -414 -1%
Citadel Advisors
47
Citadel Advisors
Florida
$1.64M +$1.64M +37,742 New
SFG
48
StrategIQ Financial Group
Indiana
$1.55M +$42.9K +985 +3%
RJA
49
Raymond James & Associates
Florida
$1.44M +$305 +7 +0%
GW
50
GW & Wade
Massachusetts
$1.43M +$344K +7,900 +32%