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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RFM
26
Royal Fund Management
Florida
$3.03M +$86.6K +2,143 +3%
AL
27
Aspiriant LLC
California
$2.9M -$4.33M -107,202 -59%
CCM
28
Coldstream Capital Management
Washington
$2.84M +$2.95M +72,997 New
Franklin Resources
29
Franklin Resources
California
$2.44M +$2.53M +62,723 New
PAMG
30
Patton Albertson Miller Group
Tennessee
$2.4M -$1.36M -33,674 -35%
MA
31
Mutual Advisors
Nebraska
$2.26M +$154K +3,804 +7%
Goldman Sachs
32
Goldman Sachs
New York
$2.18M +$1.98M +48,891 +696%
WA
33
Waverly Advisors
Alabama
$2.16M -$89.9K -2,224 -4%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$2.11M -$783K -19,369 -26%
KAS
35
Kestra Advisory Services
Texas
$2M +$44.9K +1,111 +2%
RWM
36
Reston Wealth Management
Virginia
$1.98M -$61.8K -1,528 -3%
AAS
37
Annex Advisory Services
Wisconsin
$1.89M +$5.29K +131 +0.3%
HIP
38
Harrell Investment Partners
Texas
$1.84M +$90.5K +2,238 +5%
Jane Street
39
Jane Street
New York
$1.76M -$136K -3,362 -7%
RWM
40
Ritholtz Wealth Management
New York
$1.68M +$765K +18,919 +78%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$1.64M -$871K -21,554 -34%
ACP
42
Aveo Capital Partners
Colorado
$1.58M -$66.1K -1,635 -4%
AT
43
American Trust
Kentucky
$1.44M +$1.49M +36,978 New
Mercer Global Advisors
44
Mercer Global Advisors
Colorado
$1.43M +$105K +2,597 +8%
IFG
45
Independent Financial Group
California
$1.4M
BCI
46
Brinker Capital Investments
Pennsylvania
$1.37M -$17.5M -434,054 -93%
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
$1.37M +$1.26M +31,145 +791%
MHS
48
M Holdings Securities
Oregon
$1.33M +$23.7K +587 +2%
AI
49
Atria Investments
North Carolina
$1.32M +$1.36M +33,766 New
KA
50
Kovack Advisors
Florida
$1.31M -$86.1K -2,131 -6%