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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AAS
26
Ameritas Advisory Services
Nebraska
$3.48M +$533K +12,747 +19%
LPAM
27
Lodestar Private Asset Management
California
$3.4M +$3.55K +85 +0.1%
RL
28
Retireful LLC
Michigan
$3.31M +$3.23M +77,406 New
MA
29
Mutual Advisors
Nebraska
$2.96M +$28.9K +691 +1%
FAIM
30
Financial Advocates Investment Management
Washington
$2.57M +$134K +3,203 +6%
OBWG
31
Onyx Bridge Wealth Group
New York
$2.52M +$179K +4,295 +8%
AL
32
Aspiriant LLC
California
$2.49M -$161K -3,844 -6%
SAF
33
Smith Anglin Financial
Texas
$2.17M -$474K -11,343 -18%
BFA
34
Beacon Financial Advisory
Ohio
$2.14M +$22.8K +545 +1%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$2.13M -$1.21M -28,858 -37%
SL
36
Sentinus LLC
Illinois
$2.1M +$2.05M +49,124 New
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$1.99M +$1.94M +46,413 New
TFG
38
Taylor Financial Group
Virginia
$1.84M +$67K +1,605 +4%
CA
39
Cetera Advisors
Colorado
$1.84M +$206K +4,941 +13%
TPWA
40
TRUE Private Wealth Advisors
Oregon
$1.71M +$555K +13,292 +50%
OCM
41
One Capital Management
California
$1.69M +$62.2K +1,490 +4%
PAMG
42
Patton Albertson Miller Group
Tennessee
$1.68M -$678K -16,241 -29%
ACP
43
Aveo Capital Partners
Colorado
$1.66M +$52.5K +1,256 +3%
KAS
44
Kestra Advisory Services
Texas
$1.64M -$65.8K -1,574 -4%
CAN
45
Cetera Advisor Networks
California
$1.5M -$14.8K -354 -1%
Focus Partners Wealth
46
Focus Partners Wealth
Massachusetts
$1.41M +$1.42M +33,946 New
LF
47
LifePlan Financial
Minnesota
$1.38M +$1.21K +29 +0.1%
RJA
48
Raymond James & Associates
Florida
$1.36M -$41.1M -984,571 -97%
Goldman Sachs
49
Goldman Sachs
New York
$1.34M +$378K +9,045 +41%
HI
50
Harbour Investments
Wisconsin
$1.27M +$167 +4 +0%