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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IAG
26
Investment Advisory Group
Massachusetts
$4.7M +$4.87M +107,389 New
FAIM
27
Financial Advocates Investment Management
Washington
$4.51M +$67.8K +1,495 +2%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$3.73M +$1.13M +24,911 +44%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$3.71M -$290K -6,398 -7%
FFC
30
Fure Financial Corporation
Minnesota
$3.46M +$82.5K +1,819 +2%
Qube Research & Technologies (QRT)
31
Qube Research & Technologies (QRT)
United Kingdom
$3.42M -$862K -19,023 -20%
SWRP
32
Summit Wealth & Retirement Planning
California
$3.25M -$1.34M -29,447 -29%
RFM
33
Royal Fund Management
Florida
$3.05M +$364K +8,020 +14%
WFS
34
Weitzel Financial Services
Iowa
$3M +$512K +11,297 +21%
UBS Group
35
UBS Group
Switzerland
$2.89M +$350K +7,721 +14%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$2.78M -$138K -3,042 -5%
OAM
37
Oppenheimer Asset Management
New York
$2.56M +$2.55M +56,209 New
Stifel Financial
38
Stifel Financial
Missouri
$2.47M +$2.05M +45,277 +496%
WA
39
Waverly Advisors
Alabama
$2.4M +$290K +6,386 +13%
MFS
40
Madrona Financial Services
Washington
$2.39M -$60.5K -1,334 -2%
RWM
41
Reston Wealth Management
Virginia
$2.37M +$143K +3,150 +6%
SPIA
42
Steward Partners Investment Advisory
New York
$2.29M +$915K +20,192 +67%
KAS
43
Kestra Advisory Services
Texas
$2.27M +$109K +2,404 +5%
Goldman Sachs
44
Goldman Sachs
New York
$2.25M +$2.24M +49,394 New
AAS
45
Annex Advisory Services
Wisconsin
$2.17M +$203K +4,471 +10%
MA
46
Mutual Advisors
Nebraska
$2.15M +$286K +6,313 +15%
ACP
47
Aveo Capital Partners
Colorado
$1.93M -$259K -5,704 -12%
Mercer Global Advisors
48
Mercer Global Advisors
Colorado
$1.68M +$1.09K +24 +0.1%
KA
49
Kovack Advisors
Florida
$1.65M -$54K -1,192 -3%
IFG
50
Independent Financial Group
California
$1.56M +$1.55M +34,230 New