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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FCA
76
FinTrust Capital Advisors
South Carolina
$695K
SG
77
StoneX Group
New York
$689K -$10.4K -264 -2%
IF
78
Integrity Financial
Wyoming
$687K -$56.2K -1,429 -8%
KWM
79
Kingsview Wealth Management
Oregon
$681K +$460K +11,700 +217%
GFPC
80
Global Financial Private Client
Florida
$654K +$14.7K +373 +2%
PAG
81
Private Advisor Group
New Jersey
$647K -$27.9K -709 -4%
Legacy Financial Group (Iowa)
82
Legacy Financial Group (Iowa)
Iowa
$638K +$18.3K +465 +3%
KWM
83
Keebeck Wealth Management
Illinois
$621K -$44.4K -1,131 -7%
FAIM
84
Financial Advocates Investment Management
Washington
$616K -$332K -8,460 -35%
MAM
85
Milestone Asset Management
Pennsylvania
$605K -$16.9K -430 -3%
MML Investors Services
86
MML Investors Services
Massachusetts
$592K -$714K -18,168 -55%
AWS
87
Atria Wealth Solutions
New York
$576K -$22.4K -571 -4%
FFG
88
Fullen Financial Group
Ohio
$563K +$13.3K +339 +2%
DAS
89
Dynamic Advisor Solutions
Arizona
$550K -$49.2K -1,251 -8%
RPSA
90
Richard P. Slaughter Associates
Texas
$541K -$202K -5,143 -27%
Stifel Financial
91
Stifel Financial
Missouri
$537K -$1.13M -28,814 -68%
D
92
Dentgroup
Louisiana
$531K
EIG
93
Ellenbecker Investment Group
Wisconsin
$513K +$24.8K +630 +5%
MWM
94
Merriman Wealth Management
Washington
$513K -$7.11K -181 -1%
Cetera Investment Advisers
95
Cetera Investment Advisers
Illinois
$510K -$10.5K -267 -2%
CCM
96
Coldstream Capital Management
Washington
$502K -$1.97M -50,168 -80%
SCP
97
Syntal Capital Partners
Texas
$499K +$492K +12,508 New
DC
98
Davenport & Co
Virginia
$487K -$1.69K -43 -0.4%
IA
99
IFP Advisors
Florida
$481K -$85.1K -2,165 -15%
BPA
100
Beacon Pointe Advisors
California
$480K +$393 +10 +0.1%