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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GFPC
76
Global Financial Private Client
Florida
$576K +$17.7K +452 +3%
Legacy Financial Group (Iowa)
77
Legacy Financial Group (Iowa)
Iowa
$572K -$95.6K -2,440 -14%
CA
78
Cetera Advisors
Colorado
$562K -$16.6K -425 -3%
DAS
79
Dynamic Advisor Solutions
Arizona
$552K -$4.86K -124 -0.8%
CWA
80
Consilium Wealth Advisory
Texas
$550K +$588K +15,015 New
Stifel Financial
81
Stifel Financial
Missouri
$548K -$321K -8,189 -35%
PCMC
82
Private Capital Management (Colorado)
Colorado
$546K +$584K +14,913 New
SA
83
Shilanski & Associates
Alaska
$546K +$584K +14,913 New
WSTAM
84
Wilbanks Smith & Thomas Asset Management
Virginia
$531K
FDCDDQ
85
Federation des caisses Desjardins du Quebec
Quebec, Canada
$524K
PA
86
PFG Advisors
Arizona
$520K +$557K +14,211 New
Northern Trust
87
Northern Trust
Illinois
$518K
CI
88
CX Institutional
Indiana
$509K +$52.7K +1,345 +11%
FHC
89
First Heartland Consultants
Missouri
$500K +$17K +435 +3%
FFG
90
Fullen Financial Group
Ohio
$495K +$20.7K +528 +4%
D
91
Dentgroup
Louisiana
$483K
SG
92
StoneX Group
New York
$481K +$33.5K +856 +7%
DC
93
Davenport & Co
Virginia
$474K -$29.8K -760 -6%
AAS
94
Avantax Advisory Services
Texas
$463K -$7.48K -191 -1%
PA
95
Paragon Advisors
Texas
$461K +$193K +4,938 +65%
VWA
96
Visionary Wealth Advisors
Illinois
$458K +$18.6K +475 +4%
GWCM
97
Godshalk Welsh Capital Management
Pennsylvania
$456K +$74K +1,890 +18%
AA
98
Advisory Alpha
Michigan
$448K +$479K +12,225 New
AWM
99
Avior Wealth Management
Nebraska
$446K -$134K -3,423 -22%
BPA
100
Beacon Pointe Advisors
California
$446K -$44.8K -1,144 -9%