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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFG
51
StrategIQ Financial Group
Indiana
$1.5M -$19.3K -426 -1%
CAN
52
Cetera Advisor Networks
California
$1.44M -$2.98M -65,747 -68%
NG
53
Northstar Group
New York
$1.31M -$6.8K -150 -0.5%
FHC
54
Fort Henry Capital
West Virginia
$1.28M -$41.3K -911 -3%
PAG
55
Private Advisor Group
New Jersey
$1.27M +$194K +4,268 +18%
RFN
56
RDA Financial Network
Iowa
$1.26M +$13.6K +300 +1%
WA
57
WestEnd Advisors
North Carolina
$1.24M +$1.24M +27,366 New
VFP
58
Verus Financial Partners
Virginia
$1.2M -$9.61K -212 -0.8%
GW
59
GW & Wade
Massachusetts
$1.19M
SWM
60
Spire Wealth Management
Virginia
$1.19M +$169K +3,738 +17%
HI
61
Harbour Investments
Wisconsin
$1.13M -$355K -7,826 -24%
RWM
62
Ritholtz Wealth Management
New York
$1.11M +$13.5K +298 +1%
AFP
63
Ausdal Financial Partners
Iowa
$1.06M +$566K +12,489 +115%
NAS
64
Nicolet Advisory Services
Wisconsin
$975K -$13.7K -302 -1%
MSA
65
Marino Stram & Associates
Massachusetts
$966K +$1.04K +23 +0.1%
IF
66
Integrity Financial
Wyoming
$950K +$947K +20,883 New
AWM
67
Avior Wealth Management
Nebraska
$935K +$577K +12,735 +163%
RFA
68
RTD Financial Advisors
Pennsylvania
$935K +$932K +20,567 New
IWC
69
Integrated Wealth Concepts
Massachusetts
$934K +$44.9K +991 +5%
Truist Financial
70
Truist Financial
North Carolina
$905K +$493K +10,863 +120%
CA
71
Cetera Advisors
Colorado
$904K -$9.97K -220 -1%
SW
72
SteelPeak Wealth
California
$885K +$2.49K +55 +0.3%
SWP
73
Summit Wealth Partners
Florida
$882K +$129K +2,847 +17%
RWA
74
Redhawk Wealth Advisors
Minnesota
$874K -$3.45K -76 -0.4%
BPA
75
Beacon Pointe Advisors
California
$834K -$95K -2,096 -10%