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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KAS
51
Kestra Advisory Services
Texas
$1.66M +$1.42K +32 +0.1%
BWP
52
BlueStem Wealth Partners
Minnesota
$1.52M +$1.55M +35,029 New
Focus Partners Wealth
53
Focus Partners Wealth
Massachusetts
$1.45M +$1.48M +33,321 New
GM
54
GeoWealth Management
Illinois
$1.45M +$231K +5,216 +19%
Stifel Financial
55
Stifel Financial
Missouri
$1.36M +$945K +21,305 +215%
CFGS
56
Concourse Financial Group Securities
Alabama
$1.3M +$87.6K +1,975 +7%
AL
57
Aspiriant LLC
California
$1.29M -$66.4K -1,498 -5%
JSA
58
Jim Saulnier & Associates
Colorado
$1.24M +$39.3K +886 +3%
IAS
59
Insigneo Advisory Services
Florida
$1.22M +$44.6K +1,006 +4%
HI
60
Harbour Investments
Wisconsin
$1.16M -$48.6K -1,095 -4%
RFN
61
RDA Financial Network
Iowa
$1.16M -$39.9K -900 -3%
GCM
62
Gallacher Capital Management
Colorado
$1.09M +$209K +4,710 +23%
FFBTD
63
First Financial Bank - Trust Division
Ohio
$1.06M
FHC
64
Fort Henry Capital
West Virginia
$1.04M +$15.1K +340 +1%
SPC
65
Sigma Planning Corp
Michigan
$981K +$83.1K +1,873 +9%
IFG
66
Independent Financial Group
California
$967K +$65.1K +1,467 +7%
AWS
67
Atria Wealth Solutions
New York
$951K +$78.2K +1,762 +9%
OAM
68
Oppenheimer Asset Management
New York
$941K +$961K +21,668 New
AAS
69
Avantax Advisory Services
Texas
$937K -$12K -270 -1%
NA
70
NewEdge Advisors
Louisiana
$930K -$69.1K -1,557 -7%
RWM
71
Ritholtz Wealth Management
New York
$916K -$8.47K -191 -0.9%
SFG
72
Sovereign Financial Group
Connecticut
$878K +$66.5K +1,499 +8%
MAM
73
Milestone Asset Management
Pennsylvania
$874K -$19.9K -448 -2%
PCG
74
Prosperity Consulting Group
Maryland
$863K -$21.9K -494 -2%
MML Investors Services
75
MML Investors Services
Massachusetts
$855K +$23.3K +525 +3%