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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$3.51M -$80.7K -1,905 -2%
UBS Group
27
UBS Group
Switzerland
$3.11M -$478K -11,286 -13%
WA
28
Waverly Advisors
Alabama
$3.01M -$1.54M -36,297 -34%
MA
29
Mutual Advisors
Nebraska
$2.97M -$20K -472 -0.7%
Focus Partners Wealth
30
Focus Partners Wealth
Massachusetts
$2.94M +$1.44M +34,000 +100%
AAS
31
Ameritas Advisory Services
Nebraska
$2.91M -$582K -13,733 -17%
OBWG
32
Onyx Bridge Wealth Group
New York
$2.84M +$234K +5,522 +9%
FAIM
33
Financial Advocates Investment Management
Washington
$2.62M +$43.6K +1,030 +2%
FEG
34
Financial Enhancement Group
Indiana
$2.6M +$1.51M +35,570 +146%
TCMP
35
Thrive Capital Management (Pennsylvania)
Pennsylvania
$2.57M +$2.53M +59,752 New
SAF
36
Smith Anglin Financial
Texas
$2.19M +$5.51K +130 +0.3%
TFG
37
Taylor Financial Group
Virginia
$2.03M +$179K +4,231 +10%
BFA
38
Beacon Financial Advisory
Ohio
$1.95M -$200K -4,717 -9%
RJFSA
39
Raymond James Financial Services Advisors
Florida
$1.89M -$247K -5,825 -12%
SL
40
Sentinus LLC
Illinois
$1.82M -$290K -6,842 -14%
TPWA
41
TRUE Private Wealth Advisors
Oregon
$1.79M +$67.2K +1,587 +4%
PAMG
42
Patton Albertson Miller Group
Tennessee
$1.73M +$34.9K +824 +2%
OCM
43
One Capital Management
California
$1.69M -$6.65K -157 -0.4%
ACP
44
Aveo Capital Partners
Colorado
$1.69M -$10.1K -238 -0.6%
KAS
45
Kestra Advisory Services
Texas
$1.68M +$186K +4,383 +11%
JP Morgan Chase
46
JP Morgan Chase
New York
$1.66M +$1.35M +31,981 +492%
LF
47
LifePlan Financial
Minnesota
$1.63M +$237K +5,602 +17%
EIG
48
Ellenbecker Investment Group
Wisconsin
$1.63M +$450K +10,621 +39%
RJA
49
Raymond James & Associates
Florida
$1.5M +$126K +2,982 +9%
AL
50
Aspiriant LLC
California
$1.34M -$1.14M -26,999 -46%