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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
76
Summit Wealth Partners
Florida
$733K +$22.2K +499 +3%
SWP
77
Stratos Wealth Partners
Ohio
$707K +$26.2K +588 +4%
Deutsche Bank
78
Deutsche Bank
Germany
$705K
CIA
79
Compass Ion Advisors
Pennsylvania
$684K -$220K -4,927 -24%
BIAS
80
Beacon Investment Advisory Services
New Jersey
$646K +$50.7K +1,138 +9%
DC
81
Davenport & Co
Virginia
$636K +$1.11K +25 +0.2%
CI
82
CX Institutional
Indiana
$632K -$36.6K -821 -6%
Cetera Investment Advisers
83
Cetera Investment Advisers
Illinois
$627K +$9.22K +207 +2%
CPWM
84
Cardinal Point Wealth Management
California
$624K +$145K +3,250 +31%
ACS
85
Archford Capital Strategies
Illinois
$621K +$14.4K +323 +2%
GFPC
86
Global Financial Private Client
Florida
$608K +$601K +13,490 New
Stifel Financial
87
Stifel Financial
Missouri
$585K +$70.3K +1,578 +14%
Susquehanna International Group
88
Susquehanna International Group
Pennsylvania
$572K -$135K -3,020 -19%
RBFC
89
Roman Butler Fullerton & Co
Missouri
$567K -$169K -3,800 -23%
EA
90
Efficient Advisors
Ohio
$543K -$108K -2,429 -17%
SPC
91
Sigma Planning Corp
Michigan
$540K -$14.7K -330 -3%
FFG
92
Fullen Financial Group
Ohio
$527K -$19.7K -442 -4%
GWAG
93
Garrett Wealth Advisory Group
Texas
$523K
AFP
94
Ausdal Financial Partners
Iowa
$522K +$178K +3,994 +53%
HPC
95
Hobart Private Capital
North Carolina
$514K -$14.6K -328 -3%
CIAS
96
Capital Investment Advisory Services
North Carolina
$505K -$16.6K -372 -3%
SSC
97
Syverson Strege & Co
Iowa
$494K -$39.8K -893 -8%
WAS
98
Wealth Advisory Solutions
Indiana
$494K
VWA
99
Visionary Wealth Advisors
Illinois
$493K -$271K -6,072 -36%
AAP
100
Arax Advisory Partners
Colorado
$492K +$486K +10,914 New