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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JWCA
76
J.W. Cole Advisors
Florida
$763K +$7.4K +170 +1%
KWM
77
Keebeck Wealth Management
Illinois
$735K +$745K +17,108 New
Legacy Financial Group (Iowa)
78
Legacy Financial Group (Iowa)
Iowa
$727K +$228K +5,246 +45%
NWM
79
Northwest Wealth Management
Iowa
$724K -$43.2K -992 -6%
AWM
80
Avior Wealth Management
Nebraska
$705K -$181K -4,164 -20%
NAS
81
Nicolet Advisory Services
Wisconsin
$691K -$221K -5,064 -24%
SWP
82
Stratos Wealth Partners
Ohio
$679K -$25K -573 -3%
DAS
83
Dynamic Advisor Solutions
Arizona
$660K
SG
84
StoneX Group
New York
$652K +$661K +15,173 New
RWA
85
Redhawk Wealth Advisors
Minnesota
$645K -$183K -4,210 -22%
IWC
86
Integrated Wealth Concepts
Massachusetts
$641K -$245K -5,617 -27%
DC
87
Davenport & Co
Virginia
$633K +$30.5K +701 +5%
GFPC
88
Global Financial Private Client
Florida
$629K +$13.3K +305 +2%
TPWA
89
TRUE Private Wealth Advisors
Oregon
$628K +$377K +8,658 +130%
FHC
90
First Heartland Consultants
Missouri
$611K
Cetera Investment Advisers
91
Cetera Investment Advisers
Illinois
$593K +$7.84K +180 +1%
WSTAM
92
Wilbanks Smith & Thomas Asset Management
Virginia
$590K
EIG
93
Ellenbecker Investment Group
Wisconsin
$589K +$101K +2,319 +20%
CI
94
CX Institutional
Indiana
$574K -$33.5K -769 -5%
FDCDDQ
95
Federation des caisses Desjardins du Quebec
Quebec, Canada
$572K -$1.31K -30 -0.2%
D
96
Dentgroup
Louisiana
$572K
AAS
97
Avantax Advisory Services
Texas
$557K +$189K +4,332 +50%
Stifel Financial
98
Stifel Financial
Missouri
$552K -$1.81M -41,559 -76%
AWA
99
Archvest Wealth Advisors
California
$543K +$19.9K +458 +4%
FFG
100
Fullen Financial Group
Ohio
$535K +$8.36K +192 +2%