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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MAM
51
Milestone Asset Management
Pennsylvania
$1.53M -$23.9K -500 -2%
LF
52
LifePlan Financial
Minnesota
$1.53M -$37.9K -792 -2%
PCG
53
Prosperity Consulting Group
Maryland
$1.34M -$10.1K -211 -0.7%
IAS
54
Insigneo Advisory Services
Florida
$1.33M +$717 +15 +0.1%
OCM
55
One Capital Management
California
$1.29M +$132K +2,769 +11%
GCM
56
Gallacher Capital Management
Colorado
$1.28M +$67.1K +1,403 +6%
BWP
57
BlueStem Wealth Partners
Minnesota
$1.25M -$55.8K -1,168 -4%
AT
58
American Trust
Kentucky
$1.22M -$3.5M -73,133 -74%
HI
59
Harbour Investments
Wisconsin
$1.22M +$129K +2,691 +12%
IFG
60
Independent Financial Group
California
$1.18M +$345K +7,226 +41%
RFN
61
RDA Financial Network
Iowa
$1.18M -$35.6K -745 -3%
NA
62
NewEdge Advisors
Louisiana
$1.16M +$115K +2,407 +11%
JWCA
63
J.W. Cole Advisors
Florida
$1.11M +$153K +3,202 +13%
KFP
64
KMG Fiduciary Partners
Ohio
$1.1M +$18K +376 +2%
WS
65
Wedbush Securities
California
$1.1M +$1.1M +23,000 New
FHC
66
Fort Henry Capital
West Virginia
$1.08M +$21K +440 +2%
SFG
67
Sovereign Financial Group
Connecticut
$1.06M +$58.6K +1,226 +6%
Jones Financial Companies
68
Jones Financial Companies
Missouri
$1.06M +$109K +2,279 +11%
SL
69
Sentinus LLC
Illinois
$1.05M +$63K +1,318 +6%
GWCM
70
Godshalk Welsh Capital Management
Pennsylvania
$1.04M +$190K +3,972 +22%
National Bank of Canada
71
National Bank of Canada
Quebec, Canada
$1.03M +$65.2K +1,363 +7%
AWM
72
Avior Wealth Management
Nebraska
$1.01M +$27.3K +572 +3%
HNWAG
73
High Net Worth Advisory Group
Florida
$1.01M +$1.01M +21,200 New
GFPC
74
Global Financial Private Client
Florida
$1M +$11.3K +236 +1%
E3F
75
Eight 31 Financial
Texas
$997K -$20.2K -423 -2%