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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LPAM
26
Lodestar Private Asset Management
California
$3.21M -$267K -6,675 -7%
FFN
27
Focus Financial Network
Minnesota
$3.19M -$97.3K -2,435 -3%
RFM
28
Royal Fund Management
Florida
$3.01M +$116K +2,898 +4%
PA
29
Paragon Advisors
Texas
$2.84M -$861K -21,537 -23%
MA
30
Mutual Advisors
Nebraska
$2.56M +$97K +2,426 +4%
WA
31
Waverly Advisors
Alabama
$2.53M +$132K +3,298 +5%
SAF
32
Smith Anglin Financial
Texas
$2.42M +$13.5K +338 +0.5%
BFA
33
Beacon Financial Advisory
Ohio
$2.41M +$13.1K +327 +0.5%
AL
34
Aspiriant LLC
California
$2.4M
UBS Group
35
UBS Group
Switzerland
$2.28M +$259K +6,484 +12%
OCM
36
One Capital Management
California
$2.18M -$369K -9,221 -14%
RJFSA
37
Raymond James Financial Services Advisors
Florida
$1.83M -$299K -7,490 -14%
OBWG
38
Onyx Bridge Wealth Group
New York
$1.79M +$40.9K +1,024 +2%
KAS
39
Kestra Advisory Services
Texas
$1.74M +$212K +5,312 +13%
CAN
40
Cetera Advisor Networks
California
$1.74M -$480K -12,014 -21%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$1.69M -$54.6K -1,366 -3%
CA
42
Cetera Advisors
Colorado
$1.68M -$195K -4,880 -10%
PAMG
43
Patton Albertson Miller Group
Tennessee
$1.48M -$297K -7,421 -16%
ACP
44
Aveo Capital Partners
Colorado
$1.46M -$40K -1,001 -3%
RJA
45
Raymond James & Associates
Florida
$1.42M +$711K +17,790 +95%
JAWM
46
J. Arnold Wealth Management
Ohio
$1.34M +$1.37M +34,286 New
GW
47
GW & Wade
Massachusetts
$1.25M +$120 +3 +0%
SFG
48
StrategIQ Financial Group
Indiana
$1.19M -$10.8K -269 -0.9%
RFN
49
RDA Financial Network
Iowa
$1.14M +$5.2K +130 +0.4%
FCA
50
FinTrust Capital Advisors
South Carolina
$1.09M +$387K +9,690 +53%