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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HIP
51
HUB Investment Partners
Texas
$1.68M -$11.9M -246,085 -87%
National Bank of Canada
52
National Bank of Canada
Quebec, Canada
$1.6M +$592K +12,280 +57%
UBS Group
53
UBS Group
Switzerland
$1.59M +$3.96K +82 +0.2%
HA
54
Hanover Advisors
South Carolina
$1.55M -$2.22M -46,055 -58%
MAM
55
Milestone Asset Management
Pennsylvania
$1.51M -$8.83K -183 -0.6%
HNWAG
56
High Net Worth Advisory Group
Florida
$1.5M +$502K +10,400 +49%
LWPC
57
Legacy Wealth Partners (Colorado)
Colorado
$1.47M -$110K -2,285 -7%
PAMG
58
Patton Albertson Miller Group
Tennessee
$1.45M -$563K -11,681 -28%
HI
59
Harbour Investments
Wisconsin
$1.42M +$217K +4,498 +18%
Jones Financial Companies
60
Jones Financial Companies
Missouri
$1.41M +$388K +8,041 +36%
PCG
61
Prosperity Consulting Group
Maryland
$1.38M +$50.3K +1,042 +4%
Mariner
62
Mariner
Kansas
$1.34M +$678K +14,054 +99%
IAS
63
Insigneo Advisory Services
Florida
$1.32M +$482 +10 +0%
GWCM
64
Godshalk Welsh Capital Management
Pennsylvania
$1.29M +$262K +5,425 +25%
BWP
65
BlueStem Wealth Partners
Minnesota
$1.24M -$820 -17 -0.1%
GCM
66
Gallacher Capital Management
Colorado
$1.2M -$70.6K -1,464 -5%
IFG
67
Independent Financial Group
California
$1.17M -$4.82K -100 -0.4%
RFN
68
RDA Financial Network
Iowa
$1.15M -$19.3K -400 -2%
NA
69
NewEdge Advisors
Louisiana
$1.15M -$1.88K -39 -0.2%
SL
70
Sentinus LLC
Illinois
$1.13M +$88.2K +1,829 +8%
IWC
71
Integrated Wealth Concepts
Massachusetts
$1.13M +$330K +6,849 +40%
AT
72
American Trust
Kentucky
$1.12M -$95.3K -1,976 -8%
KFP
73
KMG Fiduciary Partners
Ohio
$1.08M -$19.3K -401 -2%
FHC
74
Fort Henry Capital
West Virginia
$1.07M +$5.93K +123 +0.5%
SFG
75
Sovereign Financial Group
Connecticut
$1.04M -$11.6K -241 -1%