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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GM
51
GeoWealth Management
Illinois
$1.27M +$67K +1,528 +6%
HI
52
Harbour Investments
Wisconsin
$1.26M -$71.3K -1,627 -6%
JSA
53
Jim Saulnier & Associates
Colorado
$1.25M +$1.21M +27,619 New
CFGS
54
Concourse Financial Group Securities
Alabama
$1.24M +$79.4K +1,811 +7%
RFN
55
RDA Financial Network
Iowa
$1.24M -$25.2K -575 -2%
PGF
56
Plan Group Financial
Oklahoma
$1.23M -$79.7K -1,817 -6%
IAS
57
Insigneo Advisory Services
Florida
$1.22M
FFBTD
58
First Financial Bank - Trust Division
Ohio
$1.1M +$56.8K +1,296 +6%
FHC
59
Fort Henry Capital
West Virginia
$1.07M -$6.67K -152 -0.6%
NA
60
NewEdge Advisors
Louisiana
$1.04M -$33.4K -761 -3%
Renaissance Technologies
61
Renaissance Technologies
New York
$1.01M +$127K +2,898 +15%
AAS
62
Avantax Advisory Services
Texas
$985K +$3.07K +70 +0.3%
RWM
63
Ritholtz Wealth Management
New York
$959K -$65.6K -1,495 -7%
IFG
64
Independent Financial Group
California
$939K
SPC
65
Sigma Planning Corp
Michigan
$935K +$30.1K +686 +3%
MAM
66
Milestone Asset Management
Pennsylvania
$928K +$33K +753 +4%
GCM
67
Gallacher Capital Management
Colorado
$920K +$131K +2,996 +17%
PCG
68
Prosperity Consulting Group
Maryland
$919K +$177K +4,031 +25%
HighTower Advisors
69
HighTower Advisors
Illinois
$911K -$152K -3,467 -15%
AWS
70
Atria Wealth Solutions
New York
$908K +$79.6K +1,815 +10%
NG
71
Northstar Group
New York
$870K -$11.8K -268 -1%
MML Investors Services
72
MML Investors Services
Massachusetts
$865K +$17.1K +389 +2%
SWP
73
Summit Wealth Partners
Florida
$848K -$3.25K -74 -0.4%
SFG
74
Sovereign Financial Group
Connecticut
$844K +$48.1K +1,097 +6%
GFPC
75
Global Financial Private Client
Florida
$829K +$2.41K +55 +0.3%