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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FHA
76
Flagship Harbor Advisors
Massachusetts
$777K -$37.4K -884 -5%
MSA
77
Marino Stram & Associates
Massachusetts
$775K +$47.3K +1,118 +7%
GWCM
78
Godshalk Welsh Capital Management
Pennsylvania
$773K +$2.29K +54 +0.3%
FCA
79
FinTrust Capital Advisors
South Carolina
$762K -$66.8K -1,578 -8%
AWM
80
Avior Wealth Management
Nebraska
$762K +$643K +15,179 +600%
SFG
81
Sovereign Financial Group
Connecticut
$758K +$7.07K +167 +1%
GCM
82
Gallacher Capital Management
Colorado
$749K +$205K +4,833 +38%
SW
83
SteelPeak Wealth
California
$744K +$16.1K +380 +2%
AWM
84
AE Wealth Management
Kansas
$740K +$30K +708 +4%
PCG
85
Prosperity Consulting Group
Maryland
$703K +$253K +5,977 +58%
CCFM
86
Clear Creek Financial Management
Washington
$655K +$33.6K +794 +6%
Legacy Financial Group (Iowa)
87
Legacy Financial Group (Iowa)
Iowa
$639K +$40.6K +958 +7%
JWCA
88
J.W. Cole Advisors
Florida
$626K +$21.2K +501 +4%
AFP
89
Ausdal Financial Partners
Iowa
$626K -$18.9K -446 -3%
IF
90
Integrity Financial
Wyoming
$615K -$18.6K -439 -3%
Mariner
91
Mariner
Kansas
$604K +$2.08K +49 +0.4%
AFM
92
Armstrong Fleming & Moore
District of Columbia
$585K +$2.96K +70 +0.5%
KWM
93
Kingsview Wealth Management
Oregon
$575K -$14.2K -336 -2%
D
94
Dentgroup
Louisiana
$572K
MWM
95
Mosley Wealth Management
California
$563K +$554K +13,089 New
Mercer Global Advisors
96
Mercer Global Advisors
Colorado
$563K -$57.7K -1,362 -9%
CF
97
Centaurus Financial
California
$561K -$847 -20 -0.2%
National Bank of Canada
98
National Bank of Canada
Quebec, Canada
$545K +$310K +7,326 +136%
RA
99
RFG Advisory
Alabama
$538K +$171K +4,048 +48%
WIA
100
World Investment Advisors
California
$536K +$528K +12,460 New