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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SI
51
Seeds Investor
New York
$2.09M -$1.42M -28,930 -41%
DWM
52
Denver Wealth Management
Colorado
$2.06M +$254K +5,168 +14%
HNWAG
53
High Net Worth Advisory Group
Florida
$1.86M +$280K +5,700 +18%
Stifel Financial
54
Stifel Financial
Missouri
$1.81M -$78.4K -1,595 -4%
National Bank of Canada
55
National Bank of Canada
Quebec, Canada
$1.78M +$88.7K +1,805 +5%
LF
56
LifePlan Financial
Minnesota
$1.75M -$112K -2,278 -6%
Jones Financial Companies
57
Jones Financial Companies
Missouri
$1.73M +$230K +4,685 +16%
MAM
58
Milestone Asset Management
Pennsylvania
$1.61M +$19.8K +402 +1%
HI
59
Harbour Investments
Wisconsin
$1.55M +$53.9K +1,097 +4%
LWPC
60
Legacy Wealth Partners (Colorado)
Colorado
$1.54M -$6.58K -134 -0.4%
UBS Group
61
UBS Group
Switzerland
$1.5M -$167K -3,407 -10%
PAMG
62
Patton Albertson Miller Group
Tennessee
$1.49M -$36.8K -750 -2%
NA
63
NewEdge Advisors
Louisiana
$1.48M +$264K +5,377 +22%
IWC
64
Integrated Wealth Concepts
Massachusetts
$1.46M +$268K +5,455 +23%
IAS
65
Insigneo Advisory Services
Florida
$1.39M +$1.13K +23 +0.1%
GWCM
66
Godshalk Welsh Capital Management
Pennsylvania
$1.36M +$246 +5 +0%
RCS
67
R2 Capital Strategies
Nebraska
$1.34M +$1.32M +26,909 New
HIP
68
HUB Investment Partners
Texas
$1.33M -$434K -8,842 -25%
PCG
69
Prosperity Consulting Group
Maryland
$1.31M -$135K -2,744 -9%
BWP
70
BlueStem Wealth Partners
Minnesota
$1.27M -$29.5K -600 -2%
RFN
71
RDA Financial Network
Iowa
$1.21M +$2.46K +50 +0.2%
IFG
72
Independent Financial Group
California
$1.2M -$27.1K -552 -2%
HA
73
Hanover Advisors
South Carolina
$1.18M -$448K -9,127 -28%
AWA
74
ARQ Wealth Advisors
Arizona
$1.16M +$1.17M +23,725 New
SFG
75
Sovereign Financial Group
Connecticut
$1.16M +$61.5K +1,252 +6%