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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RFM
76
Royal Fund Management
Florida
$489K +$260K +6,750 +122%
BIAS
77
Beacon Investment Advisory Services
New Jersey
$487K
FFG
78
Fullen Financial Group
Ohio
$477K +$462K +11,972 New
BHWM
79
Bay Harbor Wealth Management
Maryland
$475K -$1.12K -29 -0.2%
SPC
80
Sigma Planning Corp
Michigan
$469K -$10.9K -282 -2%
CI
81
CX Institutional
Indiana
$454K +$50.7K +1,313 +13%
Truist Financial
82
Truist Financial
North Carolina
$448K -$3.26M -84,489 -88%
Stifel Financial
83
Stifel Financial
Missouri
$448K +$27.2K +706 +7%
NP
84
NorthRock Partners
Minnesota
$435K +$154 +4 +0%
MIC
85
Means Investment Company
Maine
$426K +$66.2K +1,716 +20%
ACA
86
Anchor Capital Advisors
Massachusetts
$424K -$6.75K -175 -2%
SBL
87
Sargent Bickham Lagudis
Colorado
$420K
TSS
88
Two Sigma Securities
New York
$418K +$405K +10,491 New
MML Investors Services
89
MML Investors Services
Massachusetts
$416K -$846K -21,916 -68%
MA
90
Mutual Advisors
Nebraska
$400K -$19.7K -510 -5%
CCFM
91
Clear Creek Financial Management
Washington
$387K +$82.8K +2,145 +28%
CWM
92
Cahaba Wealth Management
Georgia
$385K +$3.97K +103 +1%
OAM
93
Occidental Asset Management
California
$384K +$3.86K +100 +1%
CWC
94
Carolinas Wealth Consulting
North Carolina
$378K +$36.8K +954 +11%
RJA
95
Raymond James & Associates
Florida
$352K -$5.07M -131,470 -94%
KA
96
Kovack Advisors
Florida
$350K -$184K -4,767 -35%
FAAS
97
First Allied Advisory Services
California
$348K -$23.2K -600 -6%
SWP
98
Summit Wealth Partners
Florida
$343K -$5.48K -142 -2%
AF
99
Advisornet Financial
Minnesota
$335K +$222K +5,741 +215%
W
100
Wealthquest
Ohio
$318K +$308K +7,995 New