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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GM
51
GeoWealth Management
Illinois
$1.21M +$1.2M +30,053 New
RFN
52
RDA Financial Network
Iowa
$1.18M +$63.9K +1,600 +6%
Mercer Global Advisors
53
Mercer Global Advisors
Colorado
$1.11M +$1.1M +27,595 New
IFG
54
Independent Financial Group
California
$1.07M +$39.9K +1,000 +4%
HI
55
Harbour Investments
Wisconsin
$1.07M -$19.2K -481 -2%
FHC
56
Fort Henry Capital
West Virginia
$989K -$6.27K -157 -0.6%
RWM
57
Ritholtz Wealth Management
New York
$931K +$72.6K +1,818 +9%
GWCM
58
Godshalk Welsh Capital Management
Pennsylvania
$905K +$80K +2,004 +10%
NG
59
Northstar Group
New York
$896K -$19.8K -495 -2%
SWP
60
Summit Wealth Partners
Florida
$877K +$14.9K +372 +2%
AAS
61
Avantax Advisory Services
Texas
$870K +$105K +2,631 +14%
BIAS
62
Beacon Investment Advisory Services
New Jersey
$848K -$21.4K -535 -2%
MML Investors Services
63
MML Investors Services
Massachusetts
$822K +$219K +5,491 +37%
JWCA
64
J.W. Cole Advisors
Florida
$816K -$3.49M -87,523 -81%
SWM
65
Spire Wealth Management
Virginia
$802K -$16.7K -418 -2%
MSA
66
Marino Stram & Associates
Massachusetts
$798K -$52.5K -1,315 -6%
AFP
67
Ausdal Financial Partners
Iowa
$788K +$9.5K +238 +1%
PAG
68
Private Advisor Group
New Jersey
$766K +$109K +2,740 +17%
FHA
69
Flagship Harbor Advisors
Massachusetts
$760K -$37.1K -930 -5%
RJA
70
Raymond James & Associates
Florida
$759K -$80.6K -2,020 -10%
SFG
71
Sovereign Financial Group
Connecticut
$738K +$399 +10 +0.1%
VFP
72
Verus Financial Partners
Virginia
$725K -$3.07K -77 -0.4%
SW
73
SteelPeak Wealth
California
$704K -$1.72K -43 -0.2%
KWM
74
Kingsview Wealth Management
Oregon
$697K +$6.47K +162 +0.9%
FCA
75
FinTrust Capital Advisors
South Carolina
$695K