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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
51
UBS Group
Switzerland
$1.65M -$962K -21,786 -38%
MAM
52
Milestone Asset Management
Pennsylvania
$1.57M -$9.01K -204 -0.6%
OCM
53
One Capital Management
California
$1.53M -$1.37M -31,016 -48%
TSMHT
54
Thurston Springer Miller Herd & Titak
Indiana
$1.45M +$1.34M +30,289 +2,552%
JWCA
55
J.W. Cole Advisors
Florida
$1.35M +$143K +3,246 +12%
PCG
56
Prosperity Consulting Group
Maryland
$1.33M +$180K +4,071 +16%
BWP
57
BlueStem Wealth Partners
Minnesota
$1.32M -$129K -2,930 -9%
IAS
58
Insigneo Advisory Services
Florida
$1.28M +$1.06K +24 +0.1%
JSA
59
Jim Saulnier & Associates
Colorado
$1.27M -$37.7K -854 -3%
TCMP
60
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.26M +$1.21M +27,346 New
RFN
61
RDA Financial Network
Iowa
$1.19M -$7.73K -175 -0.7%
GCM
62
Gallacher Capital Management
Colorado
$1.18M +$35.5K +803 +3%
CAPTRUST Financial Advisors
63
CAPTRUST Financial Advisors
North Carolina
$1.15M +$702K +15,899 +176%
HI
64
Harbour Investments
Wisconsin
$1.06M +$225K +5,103 +29%
FHC
65
Fort Henry Capital
West Virginia
$1.01M +$663 +15 +0.1%
E3F
66
Eight 31 Financial
Texas
$991K +$10.2K +231 +1%
AAS
67
Avantax Advisory Services
Texas
$986K +$58.4K +1,322 +7%
KFP
68
KMG Fiduciary Partners
Ohio
$986K +$78.1K +1,769 +9%
MML Investors Services
69
MML Investors Services
Massachusetts
$972K +$72.7K +1,646 +8%
SL
70
Sentinus LLC
Illinois
$962K +$244K +5,513 +36%
SFG
71
Sovereign Financial Group
Connecticut
$955K +$26.3K +595 +3%
AWM
72
Avior Wealth Management
Nebraska
$935K +$31.1K +704 +4%
GFPC
73
Global Financial Private Client
Florida
$925K
National Bank of Canada
74
National Bank of Canada
Quebec, Canada
$914K +$38.2K +864 +5%
RWM
75
Ritholtz Wealth Management
New York
$907K -$32.3K -731 -4%