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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SW
76
SteelPeak Wealth
California
$679K -$21.6K -535 -3%
SFG
77
Sovereign Financial Group
Connecticut
$678K -$109K -2,694 -13%
TPWA
78
TRUE Private Wealth Advisors
Oregon
$671K +$77.9K +1,928 +13%
NWM
79
Northwest Wealth Management
Iowa
$665K +$9.09K +225 +1%
KWM
80
Keebeck Wealth Management
Illinois
$660K -$6.59K -163 -1%
Renaissance Technologies
81
Renaissance Technologies
New York
$619K +$279K +6,900 +77%
EIG
82
Ellenbecker Investment Group
Wisconsin
$615K +$84.6K +2,094 +15%
CA
83
Cetera Advisors
Colorado
$614K -$189K -4,680 -23%
AWM
84
Avior Wealth Management
Nebraska
$609K -$31.3K -775 -5%
GFPC
85
Global Financial Private Client
Florida
$592K +$18.4K +456 +3%
DAS
86
Dynamic Advisor Solutions
Arizona
$592K -$6.87K -170 -1%
Cetera Investment Advisers
87
Cetera Investment Advisers
Illinois
$589K +$54.2K +1,340 +10%
SWP
88
Stratos Wealth Partners
Ohio
$570K -$48.3K -1,195 -8%
WSTAM
89
Wilbanks Smith & Thomas Asset Management
Virginia
$565K
NA
90
NewEdge Advisors
Louisiana
$558K -$256K -6,328 -31%
FDCDDQ
91
Federation des caisses Desjardins du Quebec
Quebec, Canada
$558K +$40.4K +1,000 +8%
Northern Trust
92
Northern Trust
Illinois
$552K +$572K +14,159 New
DC
93
Davenport & Co
Virginia
$534K -$41.6K -1,029 -7%
IWC
94
Integrated Wealth Concepts
Massachusetts
$532K -$50.7K -1,255 -8%
IA
95
IFP Advisors
Florida
$527K
VAS
96
Vestmark Advisory Solutions
Massachusetts
$525K +$544K +13,469 New
BPA
97
Beacon Pointe Advisors
California
$519K -$192K -4,762 -26%
D
98
Dentgroup
Louisiana
$519K
FHC
99
First Heartland Consultants
Missouri
$515K -$40.4K -1,000 -7%
AWS
100
Atria Wealth Solutions
New York
$501K +$227K +5,618 +78%