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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NG
51
Northstar Group
New York
$1.3M -$45.4K -1,000 -3%
RFN
52
RDA Financial Network
Iowa
$1.23M +$22.7K +500 +2%
VFP
53
Verus Financial Partners
Virginia
$1.2M -$27.9K -616 -2%
GW
54
GW & Wade
Massachusetts
$1.17M
RWM
55
Ritholtz Wealth Management
New York
$1.08M -$70.8K -1,561 -6%
PAG
56
Private Advisor Group
New Jersey
$1.06M +$185K +4,088 +21%
SWM
57
Spire Wealth Management
Virginia
$1.01M +$150K +3,308 +17%
NAS
58
Nicolet Advisory Services
Wisconsin
$973K -$9.25K -204 -0.9%
MSA
59
Marino Stram & Associates
Massachusetts
$949K +$962K +21,215 New
BPA
60
Beacon Pointe Advisors
California
$914K -$3.28M -72,340 -78%
CA
61
Cetera Advisors
Colorado
$899K -$352K -7,758 -28%
Jane Street
62
Jane Street
New York
$881K +$893K +19,700 New
CAG
63
Compass Advisory Group
New York
$880K +$488K +10,752 +121%
IWC
64
Integrated Wealth Concepts
Massachusetts
$874K +$32.3K +712 +4%
SW
65
SteelPeak Wealth
California
$868K +$3.13K +69 +0.4%
RWA
66
Redhawk Wealth Advisors
Minnesota
$863K -$35K -772 -4%
Legacy Financial Group (Iowa)
67
Legacy Financial Group (Iowa)
Iowa
$862K -$13.2K -291 -1%
SWPG
68
Strategic Wealth Partners Group
Illinois
$826K +$838K +18,472 New
MAFM
69
Mid Atlantic Financial Management
Pennsylvania
$822K -$65.1K -1,435 -7%
RJA
70
Raymond James & Associates
Florida
$814K -$466K -10,267 -36%
NWM
71
Northwest Wealth Management
Iowa
$765K -$21.5K -474 -3%
CIA
72
Compass Ion Advisors
Pennsylvania
$748K +$69.3K +1,528 +10%
SWP
73
Summit Wealth Partners
Florida
$740K +$12.7K +279 +2%
SWP
74
Stratos Wealth Partners
Ohio
$722K +$20.2K +446 +3%
DWM
75
Darwin Wealth Management
Florida
$686K -$79.8K -1,759 -10%