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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HI
51
Harbour Investments
Wisconsin
$1.27M -$5.55K -131 -0.4%
PGF
52
Plan Group Financial
Oklahoma
$1.25M +$173K +4,090 +16%
RFN
53
RDA Financial Network
Iowa
$1.21M -$6.35K -150 -0.5%
IAS
54
Insigneo Advisory Services
Florida
$1.16M +$1.14M +27,000 New
GM
55
GeoWealth Management
Illinois
$1.14M +$28K +662 +3%
CFGS
56
Concourse Financial Group Securities
Alabama
$1.11M +$339K +8,014 +45%
Envestnet Asset Management
57
Envestnet Asset Management
Illinois
$1.05M +$25.3K +598 +2%
FHC
58
Fort Henry Capital
West Virginia
$1.02M -$35.7K -842 -3%
HighTower Advisors
59
HighTower Advisors
Illinois
$1.02M +$396K +9,340 +65%
NA
60
NewEdge Advisors
Louisiana
$1.02M +$760K +17,954 +311%
FFBTD
61
First Financial Bank - Trust Division
Ohio
$996K -$130K -3,074 -12%
RWM
62
Ritholtz Wealth Management
New York
$979K -$29.3K -692 -3%
AAS
63
Avantax Advisory Services
Texas
$936K -$9.02K -213 -1%
IFG
64
Independent Financial Group
California
$895K -$212K -5,000 -19%
Citadel Advisors
65
Citadel Advisors
Florida
$884K -$68.7K -1,623 -7%
SPC
66
Sigma Planning Corp
Michigan
$862K -$243K -5,741 -22%
MAM
67
Milestone Asset Management
Pennsylvania
$852K +$72K +1,699 +9%
NG
68
Northstar Group
New York
$841K +$169 +4 +0%
Renaissance Technologies
69
Renaissance Technologies
New York
$839K -$152K -3,600 -16%
RWM
70
Reston Wealth Management
Virginia
$817K -$34.8K -821 -4%
SWP
71
Summit Wealth Partners
Florida
$811K +$17.4K +410 +2%
MML Investors Services
72
MML Investors Services
Massachusetts
$808K +$39K +920 +5%
AWS
73
Atria Wealth Solutions
New York
$788K +$10.4K +245 +1%
GFPC
74
Global Financial Private Client
Florida
$788K +$15.8K +373 +2%
BIAS
75
Beacon Investment Advisory Services
New Jersey
$784K -$79K -1,865 -9%