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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
76
HighTower Advisors
Illinois
$893K -$7.16K -162 -0.8%
IWC
77
Integrated Wealth Concepts
Massachusetts
$889K +$538K +12,184 +171%
NA
78
NewEdge Advisors
Louisiana
$883K +$6.54K +148 +0.8%
AWM
79
Axxcess Wealth Management
California
$858K +$494K +11,172 +150%
WIA
80
World Investment Advisors
California
$840K +$133K +3,016 +20%
NG
81
Northstar Group
New York
$833K -$13.5K -306 -2%
BIAS
82
Beacon Investment Advisory Services
New Jersey
$830K +$23.9K +540 +3%
GWCM
83
Godshalk Welsh Capital Management
Pennsylvania
$820K +$1.1K +25 +0.1%
AG
84
AlTi Global
New York
$815K -$551K -12,479 -41%
Jones Financial Companies
85
Jones Financial Companies
Missouri
$808K +$219K +4,953 +39%
MSA
86
Marino Stram & Associates
Massachusetts
$805K -$2.38K -54 -0.3%
IFG
87
Independent Financial Group
California
$795K
Stifel Financial
88
Stifel Financial
Missouri
$789K +$188K +4,253 +33%
SWP
89
Summit Wealth Partners
Florida
$780K -$24.9K -563 -3%
GM
90
GeoWealth Management
Illinois
$763K -$791K -17,913 -52%
Legacy Financial Group (Iowa)
91
Legacy Financial Group (Iowa)
Iowa
$755K +$26.4K +598 +4%
PGF
92
Plan Group Financial
Oklahoma
$741K -$20.8K -471 -3%
GS
93
GWN Securities
Florida
$713K -$64.4K -1,458 -9%
SW
94
SteelPeak Wealth
California
$696K +$177 +4 +0%
MCM
95
MAI Capital Management
Ohio
$684K -$55.4K -1,255 -8%
SPIA
96
Steward Partners Investment Advisory
New York
$683K +$2.96K +67 +0.5%
AWS
97
Atria Wealth Solutions
New York
$681K -$270K -6,116 -29%
UW
98
Unique Wealth
Florida
$658K -$57.4K -1,300 -8%
MFIM
99
Mesirow Financial Investment Management
Illinois
$658K -$1.55K -35 -0.2%
SPC
100
Sigma Planning Corp
Michigan
$637K -$278K -6,288 -31%