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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Raymond James Financial
26
Raymond James Financial
Florida
$3.82M +$139K +2,995 +4%
WA
27
Waverly Advisors
Alabama
$3.73M +$55.1K +1,185 +2%
Focus Partners Wealth
28
Focus Partners Wealth
Massachusetts
$3.72M -$166K -3,581 -4%
OBWG
29
Onyx Bridge Wealth Group
New York
$3.68M +$62.4K +1,342 +2%
TFG
30
Taylor Financial Group
Virginia
$3.58M +$319K +6,860 +10%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$3.48M -$942K -20,273 -22%
BCM
32
Brookstone Capital Management
Illinois
$3.43M -$103K -2,221 -3%
MA
33
Mutual Advisors
Nebraska
$3.26M -$48.9K -1,053 -2%
EIG
34
Ellenbecker Investment Group
Wisconsin
$2.69M +$302K +6,492 +13%
PAG
35
Private Advisor Group
New Jersey
$2.51M +$315K +6,788 +15%
TPWA
36
TRUE Private Wealth Advisors
Oregon
$2.49M -$290K -6,240 -11%
EA
37
Enclave Advisors
Texas
$2.28M +$2.23M +47,971 New
KAS
38
Kestra Advisory Services
Texas
$2.21M +$147K +3,161 +7%
PAMG
39
Patton Albertson Miller Group
Tennessee
$2.17M -$20.8K -448 -1%
AL
40
Aspiriant LLC
California
$2.15M +$299K +6,431 +17%
JP Morgan Chase
41
JP Morgan Chase
New York
$2.09M -$75.5K -1,625 -4%
BFA
42
Beacon Financial Advisory
Ohio
$2.07M +$6.32K +136 +0.3%
RFM
43
Royal Fund Management
Florida
$2.06M -$2.94M -63,363 -59%
MWM
44
Manske Wealth Management
Texas
$2.03M -$138K -2,961 -6%
UBS Group
45
UBS Group
Switzerland
$1.71M +$2.14K +46 +0.1%
JSA
46
Jim Saulnier & Associates
Colorado
$1.6M +$276K +5,936 +21%
LF
47
LifePlan Financial
Minnesota
$1.56M -$225K -4,852 -13%
MAM
48
Milestone Asset Management
Pennsylvania
$1.55M -$65.2K -1,404 -4%
Stifel Financial
49
Stifel Financial
Missouri
$1.53M +$702K +15,109 +88%
PCG
50
Prosperity Consulting Group
Maryland
$1.34M -$30.3K -652 -2%