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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WA
26
Waverly Advisors
Alabama
$3.98M +$240K +5,016 +6%
SI
27
Seeds Investor
New York
$3.81M -$566K -11,843 -13%
HA
28
Hanover Advisors
South Carolina
$3.76M -$2.25M -46,992 -37%
EIG
29
Ellenbecker Investment Group
Wisconsin
$3.75M +$1.06M +22,109 +39%
OBWG
30
Onyx Bridge Wealth Group
New York
$3.73M +$32.6K +681 +0.9%
Focus Partners Wealth
31
Focus Partners Wealth
Massachusetts
$3.71M -$21.2K -444 -0.6%
AAS
32
Ameritas Advisory Services
Nebraska
$3.71M +$3.51M +73,468 +1,724%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$3.59M +$103K +2,156 +3%
TFG
34
Taylor Financial Group
Virginia
$3.56M -$38.5K -805 -1%
BCM
35
Brookstone Capital Management
Illinois
$3.45M +$7.94K +166 +0.2%
MA
36
Mutual Advisors
Nebraska
$3.23M -$31.2K -652 -1%
VH
37
VVR Holdings
Washington
$3.1M +$3.1M +64,935 New
KL
38
KilterHowling LLC
Colorado
$2.97M +$2.98M +62,237 New
PAG
39
Private Advisor Group
New Jersey
$2.7M +$185K +3,861 +7%
KAS
40
Kestra Advisory Services
Texas
$2.47M +$253K +5,297 +11%
TPWA
41
TRUE Private Wealth Advisors
Oregon
$2.41M -$89.8K -1,879 -4%
JSA
42
Jim Saulnier & Associates
Colorado
$2.28M +$678K +14,180 +42%
EA
43
Enclave Advisors
Texas
$2.26M -$29.9K -626 -1%
AL
44
Aspiriant LLC
California
$2.16M
BFA
45
Beacon Financial Advisory
Ohio
$2.09M +$6.69K +140 +0.3%
MWM
46
Manske Wealth Management
Texas
$2.03M -$7.17K -150 -0.4%
PAMG
47
Patton Albertson Miller Group
Tennessee
$2.02M -$157K -3,288 -7%
Stifel Financial
48
Stifel Financial
Missouri
$1.9M +$365K +7,628 +24%
UBS Group
49
UBS Group
Switzerland
$1.59M -$123K -2,582 -7%
LWPC
50
Legacy Wealth Partners (Colorado)
Colorado
$1.59M +$1.59M +33,320 New