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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
76
AE Wealth Management
Kansas
$854K +$192K +4,334 +28%
NG
77
Northstar Group
New York
$838K +$444 +10 +0.1%
AWM
78
Avior Wealth Management
Nebraska
$820K +$44K +991 +6%
HighTower Advisors
79
HighTower Advisors
Illinois
$807K -$74.1K -1,671 -8%
GFPC
80
Global Financial Private Client
Florida
$802K +$3.95K +89 +0.5%
PGF
81
Plan Group Financial
Oklahoma
$790K -$406K -9,165 -34%
SPIA
82
Steward Partners Investment Advisory
New York
$785K +$271K +6,114 +51%
FHA
83
Flagship Harbor Advisors
Massachusetts
$784K +$9.8K +221 +1%
JP Morgan Chase
84
JP Morgan Chase
New York
$782K -$686K -15,476 -46%
BIAS
85
Beacon Investment Advisory Services
New Jersey
$776K +$1.55K +35 +0.2%
GWCM
86
Godshalk Welsh Capital Management
Pennsylvania
$772K +$8.87K +200 +1%
SWP
87
Summit Wealth Partners
Florida
$769K -$47.8K -1,077 -6%
MSA
88
Marino Stram & Associates
Massachusetts
$762K -$21.1K -476 -3%
SL
89
Sentinus LLC
Illinois
$742K -$530K -11,953 -41%
SW
90
SteelPeak Wealth
California
$721K -$43.2K -973 -6%
MCM
91
MAI Capital Management
Ohio
$704K +$718K +16,198 New
Legacy Financial Group (Iowa)
92
Legacy Financial Group (Iowa)
Iowa
$688K +$17K +383 +2%
WIA
93
World Investment Advisors
California
$662K +$119K +2,681 +21%
National Bank of Canada
94
National Bank of Canada
Quebec, Canada
$651K +$227K +5,112 +52%
MFIM
95
Mesirow Financial Investment Management
Illinois
$618K +$11.2K +252 +2%
AFP
96
Ausdal Financial Partners
Iowa
$615K -$11K -249 -2%
AFM
97
Armstrong Fleming & Moore
District of Columbia
$606K +$11K +247 +2%
IF
98
Integrity Financial
Wyoming
$585K +$1.73K +39 +0.3%
D
99
Dentgroup
Louisiana
$578K
CCFM
100
Clear Creek Financial Management
Washington
$578K -$83.4K -1,881 -12%