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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
51
Susquehanna International Group
Pennsylvania
$1.29M +$820K +18,638 +173%
JSA
52
Jim Saulnier & Associates
Colorado
$1.25M
IAS
53
Insigneo Advisory Services
Florida
$1.22M -$6.51K -148 -0.5%
RFN
54
RDA Financial Network
Iowa
$1.14M -$24.2K -550 -2%
JWCA
55
J.W. Cole Advisors
Florida
$1.14M +$720K +16,366 +170%
PCG
56
Prosperity Consulting Group
Maryland
$1.09M +$216K +4,906 +25%
GCM
57
Gallacher Capital Management
Colorado
$1.08M -$16.9K -385 -2%
GS
58
GTS Securities
Florida
$1.03M +$691K +15,693 +203%
FHC
59
Fort Henry Capital
West Virginia
$965K -$86.3K -1,960 -8%
E3F
60
Eight 31 Financial
Texas
$934K -$4.13M -93,928 -82%
AWS
61
Atria Wealth Solutions
New York
$917K -$43.8K -996 -5%
RWM
62
Ritholtz Wealth Management
New York
$896K -$28.5K -648 -3%
SFG
63
Sovereign Financial Group
Connecticut
$884K -$3.17K -72 -0.4%
SPC
64
Sigma Planning Corp
Michigan
$883K -$109K -2,466 -11%
GFPC
65
Global Financial Private Client
Florida
$882K +$72.4K +1,644 +9%
AAS
66
Avantax Advisory Services
Texas
$882K -$64.8K -1,472 -7%
KFP
67
KMG Fiduciary Partners
Ohio
$862K +$864K +19,641 New
AWM
68
Avior Wealth Management
Nebraska
$861K +$32.3K +733 +4%
HighTower Advisors
69
HighTower Advisors
Illinois
$858K +$43.3K +983 +5%
MML Investors Services
70
MML Investors Services
Massachusetts
$855K -$9.51K -216 -1%
NA
71
NewEdge Advisors
Louisiana
$835K -$105K -2,377 -11%
National Bank of Canada
72
National Bank of Canada
Quebec, Canada
$835K +$177K +4,026 +27%
AWM
73
AE Wealth Management
Kansas
$827K -$35.8K -813 -4%
NG
74
Northstar Group
New York
$808K -$39.4K -896 -5%
JP Morgan Chase
75
JP Morgan Chase
New York
$804K +$13.4K +305 +2%