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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HI
51
Harbour Investments
Wisconsin
$875K
AWS
52
Atria Wealth Solutions
New York
$869K +$426K +10,877 +85%
RPSA
53
Richard P. Slaughter Associates
Texas
$833K +$891K +22,760 New
AFP
54
Ausdal Financial Partners
Iowa
$830K -$30.1K -769 -3%
Janney Montgomery Scott
55
Janney Montgomery Scott
Pennsylvania
$798K -$2.5M -63,830 -75%
Susquehanna International Group
56
Susquehanna International Group
Pennsylvania
$788K +$843K +21,535 New
SWM
57
Spire Wealth Management
Virginia
$772K -$42.5K -1,086 -5%
SWP
58
Summit Wealth Partners
Florida
$770K +$42.1K +1,076 +5%
PAG
59
Private Advisor Group
New Jersey
$767K -$132K -3,380 -14%
SL
60
Sentinus LLC
Illinois
$729K +$780K +19,923 New
BIAS
61
Beacon Investment Advisory Services
New Jersey
$717K -$252K -6,444 -25%
IF
62
Integrity Financial
Wyoming
$712K -$65.3K -1,668 -8%
VFP
63
Verus Financial Partners
Virginia
$702K -$166K -4,235 -18%
NAS
64
Nicolet Advisory Services
Wisconsin
$692K -$14.3K -366 -2%
FM
65
Forward Management
California
$673K +$720K +18,380 New
MML Investors Services
66
MML Investors Services
Massachusetts
$668K -$16.3K -415 -2%
TPWA
67
TRUE Private Wealth Advisors
Oregon
$667K +$39K +997 +6%
RFA
68
RTD Financial Advisors
Pennsylvania
$663K -$102K -2,610 -13%
SW
69
SteelPeak Wealth
California
$623K -$16.2K -413 -2%
KWM
70
Keebeck Wealth Management
Illinois
$611K -$9.48K -242 -1%
SFG
71
Sovereign Financial Group
Connecticut
$602K -$37.6K -960 -6%
IA
72
IFP Advisors
Florida
$595K +$68.1K +1,739 +13%
EIG
73
Ellenbecker Investment Group
Wisconsin
$583K +$5.8K +148 +0.9%
NWM
74
Northwest Wealth Management
Iowa
$581K -$47.3K -1,207 -7%
AT
75
Arden Trust
Delaware
$579K -$2.46M -62,723 -80%