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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FEG
76
Financial Enhancement Group
Indiana
$828K -$1.71M -39,042 -65%
MSA
77
Marino Stram & Associates
Massachusetts
$813K +$351 +8 +0%
AWM
78
Avior Wealth Management
Nebraska
$807K +$7.85K +179 +1%
FHA
79
Flagship Harbor Advisors
Massachusetts
$805K -$10K -228 -1%
BIAS
80
Beacon Investment Advisory Services
New Jersey
$804K -$17.3K -394 -2%
GWCM
81
Godshalk Welsh Capital Management
Pennsylvania
$793K -$17.2K -393 -2%
SW
82
SteelPeak Wealth
California
$792K +$12.1K +277 +2%
SL
83
Sentinus LLC
Illinois
$729K -$581K -13,254 -31%
Legacy Financial Group (Iowa)
84
Legacy Financial Group (Iowa)
Iowa
$697K +$25.8K +588 +4%
AWM
85
AE Wealth Management
Kansas
$691K -$82.5K -1,881 -11%
CCFM
86
Clear Creek Financial Management
Washington
$685K -$1.84K -42 -0.3%
IWM
87
IHT Wealth Management
Illinois
$682K +$264K +6,020 +66%
AFP
88
Ausdal Financial Partners
Iowa
$650K -$5.74K -131 -0.9%
MFIM
89
Mesirow Financial Investment Management
Illinois
$630K +$612K +13,968 New
AFM
90
Armstrong Fleming & Moore
District of Columbia
$619K +$4.69K +107 +0.8%
FCA
91
FinTrust Capital Advisors
South Carolina
$617K -$177K -4,031 -23%
SOS
92
Silver Oak Securities
Tennessee
$606K +$82K +1,871 +16%
IF
93
Integrity Financial
Wyoming
$605K -$38.8K -885 -6%
D
94
Dentgroup
Louisiana
$600K
KWM
95
Kingsview Wealth Management
Oregon
$590K -$12.4K -283 -2%
JWCA
96
J.W. Cole Advisors
Florida
$588K -$66.7K -1,521 -10%
CF
97
Centaurus Financial
California
$570K -$18K -410 -3%
WIA
98
World Investment Advisors
California
$566K +$4.25K +97 +0.8%
MWM
99
Mosley Wealth Management
California
$543K -$37.7K -859 -7%
SPIA
100
Steward Partners Investment Advisory
New York
$540K +$107K +2,435 +26%