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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
$764K +$17.8K +425 +2%
CFGS
77
Concourse Financial Group Securities
Alabama
$758K +$175K +4,198 +31%
SFG
78
Sovereign Financial Group
Connecticut
$746K -$1.59K -38 -0.2%
SW
79
SteelPeak Wealth
California
$723K +$35K +837 +5%
MSA
80
Marino Stram & Associates
Massachusetts
$723K -$76.5K -1,832 -10%
AWM
81
AE Wealth Management
Kansas
$706K -$7.32M -175,107 -91%
E3F
82
Eight 31 Financial
Texas
$680K +$324K +7,763 +96%
AFP
83
Ausdal Financial Partners
Iowa
$641K -$143K -3,432 -19%
IF
84
Integrity Financial
Wyoming
$631K -$29.2K -698 -5%
NWMG
85
National Wealth Management Group
Ohio
$620K -$15.9K -381 -3%
HighTower Advisors
86
HighTower Advisors
Illinois
$619K +$63.5K +1,519 +12%
Mercer Global Advisors
87
Mercer Global Advisors
Colorado
$618K -$7.44K -178 -1%
CCFM
88
Clear Creek Financial Management
Washington
$617K -$51.8K -1,240 -8%
JWCA
89
J.W. Cole Advisors
Florida
$602K -$166K -3,965 -22%
Mariner
90
Mariner
Kansas
$599K -$116K -2,778 -17%
Legacy Financial Group (Iowa)
91
Legacy Financial Group (Iowa)
Iowa
$595K +$581K +13,910 New
KWM
92
Kingsview Wealth Management
Oregon
$586K -$243K -5,819 -30%
AFM
93
Armstrong Fleming & Moore
District of Columbia
$579K
D
94
Dentgroup
Louisiana
$569K
CF
95
Centaurus Financial
California
$559K +$3.34K +80 +0.6%
GCM
96
Gallacher Capital Management
Colorado
$538K +$130K +3,106 +33%
SOS
97
Silver Oak Securities
Tennessee
$519K -$87.5K -2,094 -15%
WFL
98
Wealth Forward LLC
North Dakota
$514K -$21.4K -512 -4%
RFA
99
RTD Financial Advisors
Pennsylvania
$504K -$919 -22 -0.2%
SI
100
SimpliFi Inc
California
$498K +$29.7K +712 +7%