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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GW
51
GW & Wade
Massachusetts
$1.42M +$77K +1,942 +6%
OAM
52
Oppenheimer Asset Management
New York
$1.36M +$1.3M +32,815 New
LF
53
LifePlan Financial
Minnesota
$1.34M +$1.28M +32,342 New
SFG
54
StrategIQ Financial Group
Indiana
$1.29M +$24.5K +619 +2%
Envestnet Asset Management
55
Envestnet Asset Management
Illinois
$1.26M -$518K -13,057 -30%
RFN
56
RDA Financial Network
Iowa
$1.25M +$33.7K +850 +3%
HI
57
Harbour Investments
Wisconsin
$1.23M +$127K +3,207 +12%
DAS
58
Dynamic Advisor Solutions
Arizona
$1.14M +$551K +13,903 +100%
TPWA
59
TRUE Private Wealth Advisors
Oregon
$1.11M +$640K +16,144 +152%
Stifel Financial
60
Stifel Financial
Missouri
$1.06M +$528K +13,324 +109%
IFG
61
Independent Financial Group
California
$1.05M -$9.91K -250 -1%
Carson Wealth (CWM LLC)
62
Carson Wealth (CWM LLC)
Nebraska
$1.05M +$493K +12,436 +97%
EIG
63
Ellenbecker Investment Group
Wisconsin
$1.02M +$273K +6,877 +39%
FHC
64
Fort Henry Capital
West Virginia
$1.02M +$4.68K +118 +0.5%
RWM
65
Ritholtz Wealth Management
New York
$974K +$65.5K +1,653 +8%
PGF
66
Plan Group Financial
Oklahoma
$971K -$48K -1,212 -5%
AAS
67
Avantax Advisory Services
Texas
$935K +$22.6K +570 +3%
Goldman Sachs
68
Goldman Sachs
New York
$925K -$36.2K -913 -4%
BIAS
69
Beacon Investment Advisory Services
New Jersey
$855K -$13.9K -350 -2%
MML Investors Services
70
MML Investors Services
Massachusetts
$851K +$1.35K +34 +0.2%
RWM
71
Reston Wealth Management
Virginia
$849K +$63.2K +1,594 +8%
NG
72
Northstar Group
New York
$830K -$87K -2,194 -10%
FIA
73
Foundations Investment Advisors
Arizona
$820K +$80K +2,017 +11%
KWM
74
Kingsview Wealth Management
Oregon
$810K +$54.4K +1,373 +8%
SWP
75
Summit Wealth Partners
Florida
$781K -$164K -4,134 -18%