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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFG
51
StrategIQ Financial Group
Indiana
$1.26M -$59K -1,461 -4%
Citadel Advisors
52
Citadel Advisors
Florida
$1.19M -$177K -4,389 -13%
CAN
53
Cetera Advisor Networks
California
$1.17M -$2.95K -73 -0.2%
OC
54
Oppenheimer & Co
New York
$1.13M +$1.17M +28,869 New
NG
55
Northstar Group
New York
$1.11M -$16.2K -400 -1%
RFN
56
RDA Financial Network
Iowa
$1.11M -$5.05K -125 -0.4%
SPIA
57
Steward Partners Investment Advisory
New York
$1.08M -$491K -12,155 -31%
FHC
58
Fort Henry Capital
West Virginia
$1.04M -$13.5K -334 -1%
GW
59
GW & Wade
Massachusetts
$1.02M
BIAS
60
Beacon Investment Advisory Services
New Jersey
$1.01M +$328K +8,121 +45%
PAG
61
Private Advisor Group
New Jersey
$948K -$323K -7,981 -25%
VFP
62
Verus Financial Partners
Virginia
$923K -$135K -3,330 -12%
AFP
63
Ausdal Financial Partners
Iowa
$913K +$18.6K +461 +2%
Stifel Financial
64
Stifel Financial
Missouri
$902K +$416K +10,304 +80%
HI
65
Harbour Investments
Wisconsin
$875K +$907K +22,454 New
SWM
66
Spire Wealth Management
Virginia
$864K -$132K -3,272 -13%
JWCA
67
J.W. Cole Advisors
Florida
$832K +$146K +3,602 +20%
IF
68
Integrity Financial
Wyoming
$823K -$18.5K -458 -2%
MSA
69
Marino Stram & Associates
Massachusetts
$813K -$15K -371 -2%
RFA
70
RTD Financial Advisors
Pennsylvania
$807K -$37.8K -936 -4%
GWM
71
Geneos Wealth Management
Colorado
$802K -$75.4K -1,866 -8%
SWP
72
Summit Wealth Partners
Florida
$778K -$22K -544 -3%
NAS
73
Nicolet Advisory Services
Wisconsin
$755K +$120K +2,959 +18%
MML Investors Services
74
MML Investors Services
Massachusetts
$727K +$15.5K +383 +2%
Legacy Financial Group (Iowa)
75
Legacy Financial Group (Iowa)
Iowa
$704K +$45.9K +1,135 +7%