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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWPG
76
Strategic Wealth Partners Group
Illinois
$771K +$770K +17,693 New
SWM
77
Spire Wealth Management
Virginia
$750K +$750K +17,220 New
VWA
78
Visionary Wealth Advisors
Illinois
$741K +$40.2K +923 +6%
RBFC
79
Roman Butler Fullerton & Co
Missouri
$729K -$288K -6,625 -29%
CAG
80
Compass Advisory Group
New York
$718K +$718K +16,493 New
MA
81
Mutual Advisors
Nebraska
$701K +$132K +3,043 +23%
SWP
82
Summit Wealth Partners
Florida
$687K +$82.7K +1,899 +14%
Susquehanna International Group
83
Susquehanna International Group
Pennsylvania
$685K -$881K -20,245 -56%
Deutsche Bank
84
Deutsche Bank
Germany
$682K
SWP
85
Stratos Wealth Partners
Ohio
$658K
HighTower Advisors
86
HighTower Advisors
Illinois
$652K +$361K +8,283 +123%
CI
87
CX Institutional
Indiana
$647K +$8.36K +192 +1%
EA
88
Efficient Advisors
Ohio
$631K -$155K -3,565 -20%
DC
89
Davenport & Co
Virginia
$614K +$12.4K +286 +2%
ACS
90
Archford Capital Strategies
Illinois
$599K +$20.9K +481 +4%
Qube Research & Technologies (QRT)
91
Qube Research & Technologies (QRT)
United Kingdom
$598K -$7.63M -175,223 -93%
Cetera Investment Advisers
92
Cetera Investment Advisers
Illinois
$597K +$89.4K +2,053 +18%
BIAS
93
Beacon Investment Advisory Services
New Jersey
$575K +$3.05K +70 +0.5%
SPC
94
Sigma Planning Corp
Michigan
$536K +$3.18K +73 +0.6%
FFG
95
Fullen Financial Group
Ohio
$529K -$7.53K -173 -1%
MIC
96
Means Investment Company
Maine
$525K -$2.92K -67 -0.6%
SSC
97
Syverson Strege & Co
Iowa
$516K +$77.3K +1,776 +18%
JWCA
98
J.W. Cole Advisors
Florida
$512K +$279K +6,410 +120%
HPC
99
Hobart Private Capital
North Carolina
$512K +$205K +4,702 +67%
GWAG
100
Garrett Wealth Advisory Group
Texas
$505K