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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IAS
51
Insigneo Advisory Services
Florida
$1.33M -$93 -2 -0%
BWP
52
BlueStem Wealth Partners
Minnesota
$1.3M -$60.9K -1,311 -5%
AWM
53
AE Wealth Management
Kansas
$1.26M -$3.61M -77,596 -75%
RFN
54
RDA Financial Network
Iowa
$1.21M -$23.2K -500 -2%
GCM
55
Gallacher Capital Management
Colorado
$1.21M -$9.15K -197 -0.8%
TCMP
56
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.2M -$97.7K -2,103 -8%
JWCA
57
J.W. Cole Advisors
Florida
$1.17M -$214K -4,605 -16%
OCM
58
One Capital Management
California
$1.15M -$415K -8,924 -27%
HI
59
Harbour Investments
Wisconsin
$1.09M -$7.02K -151 -0.7%
KFP
60
KMG Fiduciary Partners
Ohio
$1.08M +$60.9K +1,310 +6%
FHC
61
Fort Henry Capital
West Virginia
$1.05M +$5.16K +111 +0.5%
NA
62
NewEdge Advisors
Louisiana
$1.04M +$123K +2,650 +14%
E3F
63
Eight 31 Financial
Texas
$1.01M -$9.67K -208 -1%
SFG
64
Sovereign Financial Group
Connecticut
$995K +$8.69K +187 +0.9%
GFPC
65
Global Financial Private Client
Florida
$987K +$29.6K +636 +3%
SL
66
Sentinus LLC
Illinois
$985K -$9.25K -199 -1%
AWM
67
Avior Wealth Management
Nebraska
$983K +$15.6K +335 +2%
National Bank of Canada
68
National Bank of Canada
Quebec, Canada
$963K +$17.4K +375 +2%
MML Investors Services
69
MML Investors Services
Massachusetts
$956K -$47.9K -1,031 -5%
Jones Financial Companies
70
Jones Financial Companies
Missouri
$940K +$105K +2,251 +13%
RWM
71
Ritholtz Wealth Management
New York
$934K -$3.25K -70 -0.4%
HighTower Advisors
72
HighTower Advisors
Illinois
$901K -$21.3K -458 -2%
WIA
73
World Investment Advisors
California
$875K +$6.04K +130 +0.7%
AWM
74
Axxcess Wealth Management
California
$862K -$24.4K -526 -3%
GWCM
75
Godshalk Welsh Capital Management
Pennsylvania
$848K +$279 +6 +0%