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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NG
51
Northstar Group
New York
$1.35M
FHC
52
Fort Henry Capital
West Virginia
$1.33M -$8.47K -190 -0.6%
SPIA
53
Steward Partners Investment Advisory
New York
$1.31M +$171K +3,832 +15%
RJA
54
Raymond James & Associates
Florida
$1.28M -$202K -4,543 -14%
CA
55
Cetera Advisors
Colorado
$1.25M -$490 -11 -0%
VFP
56
Verus Financial Partners
Virginia
$1.22M -$35.2K -791 -3%
UCFA
57
United Capital Financial Advisors
Texas
$1.22M -$496K -11,141 -29%
RFN
58
RDA Financial Network
Iowa
$1.21M +$37.9K +850 +3%
GW
59
GW & Wade
Massachusetts
$1.18M -$296K -6,650 -20%
Citigroup
60
Citigroup
New York
$1.16M -$98K -2,200 -8%
RWM
61
Ritholtz Wealth Management
New York
$1.16M -$17.2K -386 -1%
Citadel Advisors
62
Citadel Advisors
Florida
$997K -$696K -15,610 -41%
NAS
63
Nicolet Advisory Services
Wisconsin
$989K +$170K +3,823 +21%
SWM
64
Spire Wealth Management
Virginia
$915K +$84.4K +1,895 +11%
RWA
65
Redhawk Wealth Advisors
Minnesota
$904K +$22.8K +511 +3%
MAFM
66
Mid Atlantic Financial Management
Pennsylvania
$892K -$11.1K -249 -1%
PAG
67
Private Advisor Group
New Jersey
$882K -$179K -4,026 -17%
Legacy Financial Group (Iowa)
68
Legacy Financial Group (Iowa)
Iowa
$881K +$72.9K +1,635 +9%
SW
69
SteelPeak Wealth
California
$871K -$41.9K -940 -5%
IWC
70
Integrated Wealth Concepts
Massachusetts
$848K +$40.9K +918 +5%
SFG
71
Snider Financial Group
Washington
$807K +$799K +17,932 New
NWM
72
Northwest Wealth Management
Iowa
$791K -$11.3K -253 -1%
DWM
73
Darwin Wealth Management
Florida
$770K -$135K -3,040 -15%
JWCA
74
J.W. Cole Advisors
Florida
$756K +$224K +5,020 +43%
IA
75
IFP Advisors
Florida
$752K +$382K +8,567 +105%