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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AG
26
AlTi Global
New York
$3.64M -$1.51M -34,527 -30%
WA
27
Waverly Advisors
Alabama
$3.16M +$3.95K +90 +0.1%
MA
28
Mutual Advisors
Nebraska
$3.14M +$106K +2,426 +4%
AAS
29
Ameritas Advisory Services
Nebraska
$3.02M -$26.1K -596 -0.9%
OBWG
30
Onyx Bridge Wealth Group
New York
$2.97M -$3.64K -83 -0.1%
FAIM
31
Financial Advocates Investment Management
Washington
$2.76M -$614 -14 -0%
UBS Group
32
UBS Group
Switzerland
$2.68M -$571K -13,032 -18%
TCMP
33
Thrive Capital Management (Pennsylvania)
Pennsylvania
$2.49M -$198K -4,510 -8%
TFG
34
Taylor Financial Group
Virginia
$2.31M +$173K +3,948 +8%
SAF
35
Smith Anglin Financial
Texas
$2.29M -$3.25K -74 -0.1%
BFA
36
Beacon Financial Advisory
Ohio
$2.04M +$3.55K +81 +0.2%
TPWA
37
TRUE Private Wealth Advisors
Oregon
$1.92M +$38.6K +881 +2%
PAMG
38
Patton Albertson Miller Group
Tennessee
$1.89M +$74.2K +1,693 +4%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$1.87M +$744K +16,968 +69%
ACP
40
Aveo Capital Partners
Colorado
$1.87M +$93.4K +2,129 +5%
RJFSA
41
Raymond James Financial Services Advisors
Florida
$1.86M -$120K -2,744 -6%
RJA
42
Raymond James & Associates
Florida
$1.85M +$270K +6,147 +18%
OCM
43
One Capital Management
California
$1.8M +$22.2K +506 +1%
EIG
44
Ellenbecker Investment Group
Wisconsin
$1.78M +$70.4K +1,606 +4%
KAS
45
Kestra Advisory Services
Texas
$1.72M -$198K -4,524 -11%
LF
46
LifePlan Financial
Minnesota
$1.66M -$49.9K -1,138 -3%
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$1.62M +$1.58M +35,995 New
JP Morgan Chase
48
JP Morgan Chase
New York
$1.51M -$219K -4,997 -13%
AL
49
Aspiriant LLC
California
$1.4M
Jane Street
50
Jane Street
New York
$1.4M -$4.96M -113,026 -79%