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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
51
Mercer Global Advisors
Colorado
$1.09M +$12.9K +323 +1%
HI
52
Harbour Investments
Wisconsin
$1.03M -$1.52K -38 -0.1%
IFG
53
Independent Financial Group
California
$993K -$40K -1,000 -4%
PGF
54
Plan Group Financial
Oklahoma
$958K +$983K +24,601 New
FHC
55
Fort Henry Capital
West Virginia
$949K -$3.8K -95 -0.4%
Goldman Sachs
56
Goldman Sachs
New York
$903K +$927K +23,196 New
SWP
57
Summit Wealth Partners
Florida
$893K +$50.1K +1,254 +6%
GWCM
58
Godshalk Welsh Capital Management
Pennsylvania
$874K +$2.28K +57 +0.3%
NG
59
Northstar Group
New York
$864K +$320 +8 +0%
AAS
60
Avantax Advisory Services
Texas
$855K +$17K +426 +2%
RWM
61
Ritholtz Wealth Management
New York
$849K -$49.4K -1,235 -5%
BIAS
62
Beacon Investment Advisory Services
New Jersey
$816K -$1.32K -33 -0.2%
MML Investors Services
63
MML Investors Services
Massachusetts
$797K +$5K +125 +0.6%
JWCA
64
J.W. Cole Advisors
Florida
$770K -$17.1K -429 -2%
Renaissance Technologies
65
Renaissance Technologies
New York
$767K -$592K -14,800 -43%
MSA
66
Marino Stram & Associates
Massachusetts
$746K -$23.8K -595 -3%
AFP
67
Ausdal Financial Partners
Iowa
$740K -$19.3K -484 -2%
RWM
68
Reston Wealth Management
Virginia
$734K -$581K -14,533 -44%
FHA
69
Flagship Harbor Advisors
Massachusetts
$714K -$18.8K -471 -3%
KWM
70
Kingsview Wealth Management
Oregon
$706K +$35.5K +887 +5%
AWS
71
Atria Wealth Solutions
New York
$694K +$203K +5,085 +40%
EIG
72
Ellenbecker Investment Group
Wisconsin
$692K +$195K +4,882 +38%
FIA
73
Foundations Investment Advisors
Arizona
$685K +$703K +17,595 New
FTUS
74
Flow Traders U.S.
New York
$683K +$701K +17,544 New
MAM
75
Milestone Asset Management
Pennsylvania
$667K +$84.3K +2,108 +14%