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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFG
51
StrategIQ Financial Group
Indiana
$1.24M +$4.52K +115 +0.4%
RFN
52
RDA Financial Network
Iowa
$1.1M -$33.4K -850 -3%
HI
53
Harbour Investments
Wisconsin
$1.07M +$257K +6,544 +32%
JP Morgan Chase
54
JP Morgan Chase
New York
$1.03M +$942K +23,980 +1,195%
IFG
55
Independent Financial Group
California
$1.02M -$157K -4,000 -14%
FHC
56
Fort Henry Capital
West Virginia
$981K +$2.48K +63 +0.3%
Susquehanna International Group
57
Susquehanna International Group
Pennsylvania
$964K +$275K +6,998 +41%
NG
58
Northstar Group
New York
$904K -$27.2K -693 -3%
LNC
59
Lincoln National Corp
Pennsylvania
$862K +$22.3K +567 +3%
BIAS
60
Beacon Investment Advisory Services
New Jersey
$858K -$23.6K -600 -3%
SWP
61
Summit Wealth Partners
Florida
$850K -$16.7K -426 -2%
RWM
62
Ritholtz Wealth Management
New York
$846K +$45.8K +1,165 +6%
MSA
63
Marino Stram & Associates
Massachusetts
$840K
RJA
64
Raymond James & Associates
Florida
$829K -$44M -1,118,415 -98%
FEG
65
Financial Enhancement Group
Indiana
$828K +$819K +20,844 New
GWCM
66
Godshalk Welsh Capital Management
Pennsylvania
$813K +$162K +4,134 +25%
SWM
67
Spire Wealth Management
Virginia
$808K -$13.2K -335 -2%
FHA
68
Flagship Harbor Advisors
Massachusetts
$786K +$58.6K +1,492 +8%
TPWA
69
TRUE Private Wealth Advisors
Oregon
$768K +$19.6K +500 +3%
AFP
70
Ausdal Financial Partners
Iowa
$768K -$12K -305 -2%
AAS
71
Avantax Advisory Services
Texas
$753K -$5.54K -141 -0.7%
SFG
72
Sovereign Financial Group
Connecticut
$728K +$43.4K +1,104 +6%
VFP
73
Verus Financial Partners
Virginia
$713K -$76.7K -1,952 -10%
NAS
74
Nicolet Advisory Services
Wisconsin
$710K -$32.9K -838 -4%
SW
75
SteelPeak Wealth
California
$696K +$27.3K +694 +4%