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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWA
26
Consilium Wealth Advisory
Texas
$4.28M +$387K +8,751 +10%
Wealth Enhancement Advisory Services
27
Wealth Enhancement Advisory Services
Minnesota
$4.2M -$1.04M -23,600 -20%
Truist Financial
28
Truist Financial
North Carolina
$4.16M +$5.3K +120 +0.1%
FAIM
29
Financial Advocates Investment Management
Washington
$4.12M +$132K +2,983 +3%
Focus Partners Wealth
30
Focus Partners Wealth
Massachusetts
$3.76M +$39.7K +899 +1%
WA
31
Waverly Advisors
Alabama
$3.56M +$99K +2,240 +3%
Raymond James Financial
32
Raymond James Financial
Florida
$3.55M -$598K -13,528 -15%
OBWG
33
Onyx Bridge Wealth Group
New York
$3.5M -$17.6K -398 -0.5%
BCM
34
Brookstone Capital Management
Illinois
$3.42M -$324K -7,341 -9%
SI
35
Seeds Investor
New York
$3.23M +$2.79M +63,195 +898%
MA
36
Mutual Advisors
Nebraska
$3.2M +$8.7K +197 +0.3%
TFG
37
Taylor Financial Group
Virginia
$3.15M +$360K +8,145 +14%
TPWA
38
TRUE Private Wealth Advisors
Oregon
$2.69M -$74.6K -1,689 -3%
SAF
39
Smith Anglin Financial
Texas
$2.35M -$49.5K -1,121 -2%
EIG
40
Ellenbecker Investment Group
Wisconsin
$2.3M +$26.4K +597 +1%
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$2.29M +$897K +20,305 +69%
PAMG
42
Patton Albertson Miller Group
Tennessee
$2.12M +$116K +2,632 +6%
PAG
43
Private Advisor Group
New Jersey
$2.11M +$1.65M +37,452 +442%
MWM
44
Manske Wealth Management
Texas
$2.1M -$68.3K -1,547 -3%
JP Morgan Chase
45
JP Morgan Chase
New York
$2.09M +$1.2M +27,156 +148%
BFA
46
Beacon Financial Advisory
Ohio
$2M -$32K -724 -2%
KAS
47
Kestra Advisory Services
Texas
$1.99M +$152K +3,445 +9%
GS
48
GTS Securities
Florida
$1.92M +$804K +18,206 +78%
AL
49
Aspiriant LLC
California
$1.79M +$405K +9,158 +31%
LF
50
LifePlan Financial
Minnesota
$1.73M -$14.9K -337 -0.9%