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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AIC
51
Ameritas Investment Company
Nebraska
$1.4M +$1.4M +32,195 New
HI
52
Harbour Investments
Wisconsin
$1.37M +$1.37M +31,499 New
Mercer Global Advisors
53
Mercer Global Advisors
Colorado
$1.33M +$1.33M +30,604 New
NG
54
Northstar Group
New York
$1.31M -$235K -5,400 -15%
MHS
55
M Holdings Securities
Oregon
$1.3M -$43.4K -998 -3%
FHC
56
Fort Henry Capital
West Virginia
$1.29M -$26.7K -613 -2%
BCI
57
Brinker Capital Investments
Pennsylvania
$1.26M +$206K +4,734 +19%
VFP
58
Verus Financial Partners
Virginia
$1.23M +$14.2K +326 +1%
Barclays
59
Barclays
United Kingdom
$1.23M +$1.23M +28,179 New
Citigroup
60
Citigroup
New York
$1.22M -$142K -3,269 -10%
CA
61
Cetera Advisors
Colorado
$1.21M +$595K +13,678 +96%
RFN
62
RDA Financial Network
Iowa
$1.14M +$15.9K +365 +1%
RWM
63
Ritholtz Wealth Management
New York
$1.13M +$101K +2,322 +10%
SPIA
64
Steward Partners Investment Advisory
New York
$1.1M +$206K +4,729 +23%
PAG
65
Private Advisor Group
New Jersey
$1.03M +$191K +4,394 +23%
MSA
66
Marino Stram & Associates
Massachusetts
$962K -$2K -46 -0.2%
SW
67
SteelPeak Wealth
California
$883K -$55.7K -1,280 -6%
DWM
68
Darwin Wealth Management
Florida
$876K -$386K -8,875 -31%
CIA
69
Compass Ion Advisors
Pennsylvania
$876K -$76.3K -1,752 -8%
MAFM
70
Mid Atlantic Financial Management
Pennsylvania
$873K +$30K +689 +4%
RWA
71
Redhawk Wealth Advisors
Minnesota
$852K +$101K +2,314 +13%
NAS
72
Nicolet Advisory Services
Wisconsin
$790K -$81.9K -1,881 -9%
Legacy Financial Group (Iowa)
73
Legacy Financial Group (Iowa)
Iowa
$780K +$9.01K +207 +1%
IWC
74
Integrated Wealth Concepts
Massachusetts
$780K +$576K +13,240 +283%
NWM
75
Northwest Wealth Management
Iowa
$776K +$12.5K +287 +2%