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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
76
Spire Wealth Management
Virginia
$783K -$18.2K -481 -2%
HI
77
Harbour Investments
Wisconsin
$776K -$77.5K -2,044 -9%
JWCA
78
J.W. Cole Advisors
Florida
$770K -$523K -13,784 -40%
RWM
79
Ritholtz Wealth Management
New York
$763K -$183K -4,816 -19%
Carson Wealth (CWM LLC)
80
Carson Wealth (CWM LLC)
Nebraska
$759K +$446K +11,773 +144%
Rockefeller Capital Management
81
Rockefeller Capital Management
New York
$748K +$667K +17,587 +834%
AFP
82
Ausdal Financial Partners
Iowa
$744K -$117K -3,094 -14%
NAS
83
Nicolet Advisory Services
Wisconsin
$732K -$12.8K -337 -2%
AAS
84
Avantax Advisory Services
Texas
$724K +$242K +6,387 +50%
TPWA
85
TRUE Private Wealth Advisors
Oregon
$713K +$20.5K +542 +3%
RPSA
86
Richard P. Slaughter Associates
Texas
$712K -$153K -4,039 -18%
IF
87
Integrity Financial
Wyoming
$709K -$29.8K -787 -4%
HFS
88
Hantz Financial Services
Michigan
$708K +$707K +18,637 New
FCA
89
FinTrust Capital Advisors
South Carolina
$695K +$677K +17,868 +4,194%
FHA
90
Flagship Harbor Advisors
Massachusetts
$693K +$401K +10,569 +138%
SG
91
StoneX Group
New York
$667K +$167K +4,392 +33%
Susquehanna International Group
92
Susquehanna International Group
Pennsylvania
$654K -$165K -4,340 -20%
SFG
93
Sovereign Financial Group
Connecticut
$652K +$26.5K +698 +4%
SW
94
SteelPeak Wealth
California
$637K -$9.63K -254 -1%
KWM
95
Keebeck Wealth Management
Illinois
$635K
MAM
96
Milestone Asset Management
Pennsylvania
$619K +$592K +15,614 New
GWCM
97
Godshalk Welsh Capital Management
Pennsylvania
$618K +$144K +3,794 +30%
GFPC
98
Global Financial Private Client
Florida
$606K +$15.9K +419 +3%
Legacy Financial Group (Iowa)
99
Legacy Financial Group (Iowa)
Iowa
$591K -$2.96K -78 -0.5%
NWM
100
Northwest Wealth Management
Iowa
$572K -$30.3K -800 -5%