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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NAS
76
Nicolet Advisory Services
Wisconsin
$695K -$10.9K -274 -2%
GFPC
77
Global Financial Private Client
Florida
$678K +$16.7K +419 +3%
IA
78
IFP Advisors
Florida
$664K +$147K +3,677 +29%
FEG
79
Financial Enhancement Group
Indiana
$652K -$185K -4,639 -22%
SG
80
StoneX Group
New York
$648K -$49.2K -1,232 -7%
IF
81
Integrity Financial
Wyoming
$637K -$58.5K -1,466 -9%
RFA
82
RTD Financial Advisors
Pennsylvania
$628K +$245K +6,147 +65%
Legacy Financial Group (Iowa)
83
Legacy Financial Group (Iowa)
Iowa
$626K -$21K -526 -3%
MAM
84
Milestone Asset Management
Pennsylvania
$612K -$1.68K -42 -0.3%
DAS
85
Dynamic Advisor Solutions
Arizona
$559K +$1.08K +27 +0.2%
JP Morgan Chase
86
JP Morgan Chase
New York
$545K -$499K -12,496 -48%
D
87
Dentgroup
Louisiana
$538K
Cetera Investment Advisers
88
Cetera Investment Advisers
Illinois
$538K +$20.6K +517 +4%
AFM
89
Armstrong Fleming & Moore
District of Columbia
$534K +$528K +13,218 New
SPC
90
Sigma Planning Corp
Michigan
$527K +$104K +2,609 +25%
Stifel Financial
91
Stifel Financial
Missouri
$523K -$20.8K -521 -4%
EIG
92
Ellenbecker Investment Group
Wisconsin
$521K +$838 +21 +0.2%
MWM
93
Merriman Wealth Management
Washington
$520K
Carson Wealth (CWM LLC)
94
Carson Wealth (CWM LLC)
Nebraska
$517K +$134K +3,356 +36%
AWS
95
Atria Wealth Solutions
New York
$515K -$68.8K -1,723 -12%
SCP
96
Syntal Capital Partners
Texas
$515K +$9.02K +226 +2%
AWA
97
Archvest Wealth Advisors
California
$514K +$38.1K +954 +8%
WIA
98
World Investment Advisors
California
$494K +$488K +12,218 New
NWM
99
Northwest Wealth Management
Iowa
$488K +$5.71K +143 +1%
BPA
100
Beacon Pointe Advisors
California
$487K +$200 +5 +0%