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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MHS
51
M Holdings Securities
Oregon
$1.33M -$15.2K -362 -1%
FHC
52
Fort Henry Capital
West Virginia
$1.31M +$1.28M +30,343 New
DWM
53
Darwin Wealth Management
Florida
$1.25M -$290K -6,889 -19%
VFP
54
Verus Financial Partners
Virginia
$1.2M +$1.16M +27,670 New
RFN
55
RDA Financial Network
Iowa
$1.11M +$29.3K +695 +3%
TCBWMS
56
Texas Capital Bank Wealth Management Services
Texas
$1.09M
GW
57
GW & Wade
Massachusetts
$1.08M +$1.05M +25,000 New
RSWM
58
Robertson Stephens Wealth Management
California
$1.08M +$1.05M +24,967 New
BCI
59
Brinker Capital Investments
Pennsylvania
$1.05M +$706K +16,769 +223%
RWM
60
Ritholtz Wealth Management
New York
$1.02M +$20.5K +487 +2%
RBFC
61
Roman Butler Fullerton & Co
Missouri
$994K +$105K +2,502 +12%
MSA
62
Marino Stram & Associates
Massachusetts
$956K +$1.43K +34 +0.2%
CIA
63
Compass Ion Advisors
Pennsylvania
$944K -$21.1K -502 -2%
SW
64
SteelPeak Wealth
California
$931K +$2.48K +59 +0.3%
SPIA
65
Steward Partners Investment Advisory
New York
$889K +$67.6K +1,605 +8%
NAS
66
Nicolet Advisory Services
Wisconsin
$864K +$800 +19 +0.1%
MAFM
67
Mid Atlantic Financial Management
Pennsylvania
$837K +$152K +3,622 +23%
PAG
68
Private Advisor Group
New Jersey
$830K -$14.2K -338 -2%
EA
69
Efficient Advisors
Ohio
$780K -$31.3K -744 -4%
Legacy Financial Group (Iowa)
70
Legacy Financial Group (Iowa)
Iowa
$765K +$745K +17,707 New
NWM
71
Northwest Wealth Management
Iowa
$757K -$6.57K -156 -0.9%
Koshinski Asset Management
72
Koshinski Asset Management
Illinois
$745K +$379 +9 +0.1%
RWA
73
Redhawk Wealth Advisors
Minnesota
$745K +$95.2K +2,262 +15%
5L
74
55I LLC
Massachusetts
$732K +$713K +16,945 New
VWA
75
Visionary Wealth Advisors
Illinois
$696K -$7.75K -184 -1%