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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MA
76
MCF Advisors
Kentucky
$1.15M +$1.13M +23,081 New
JWCA
77
J.W. Cole Advisors
Florida
$1.14M +$1.13M +22,907 New
FHC
78
Fort Henry Capital
West Virginia
$1.14M +$5.55K +113 +0.5%
AWM
79
Avior Wealth Management
Nebraska
$1.11M +$27.5K +559 +3%
SL
80
Sentinus LLC
Illinois
$1.1M -$90.2K -1,835 -8%
GFPC
81
Global Financial Private Client
Florida
$1.06M -$2.6K -53 -0.2%
SB
82
Strategic Blueprint
Georgia
$1.05M +$92.2K +1,877 +10%
William Blair & Company
83
William Blair & Company
Illinois
$1.05M
E3F
84
Eight 31 Financial
Texas
$1.04M
RWA
85
Redhawk Wealth Advisors
Minnesota
$1.04M +$266K +5,413 +35%
OCM
86
One Capital Management
California
$1.04M
TSMHT
87
Thurston Springer Miller Herd & Titak
Indiana
$1.03M +$176K +3,576 +21%
MML Investors Services
88
MML Investors Services
Massachusetts
$978K +$214K +4,362 +29%
CA
89
CGN Advisors
Kansas
$958K +$6.19K +126 +0.7%
Mariner
90
Mariner
Kansas
$950K -$452K -9,206 -33%
BIAS
91
Beacon Investment Advisory Services
New Jersey
$950K -$2.11K -43 -0.2%
TCMP
92
Thrive Capital Management (Pennsylvania)
Pennsylvania
$938K -$71K -1,446 -7%
WIA
93
World Investment Advisors
California
$935K
RWM
94
Ritholtz Wealth Management
New York
$914K -$51.6K -1,051 -5%
HighTower Advisors
95
HighTower Advisors
Illinois
$889K -$18.8K -383 -2%
Cerity Partners
96
Cerity Partners
New York
$882K +$264K +5,365 +44%
Legacy Financial Group (Iowa)
97
Legacy Financial Group (Iowa)
Iowa
$873K +$29.9K +608 +4%
MSA
98
Marino Stram & Associates
Massachusetts
$871K -$10.3K -209 -1%
AWM
99
Axxcess Wealth Management
California
$848K -$104K -2,121 -11%
WC
100
Waterloo Capital
Texas
$840K +$104K +2,114 +14%