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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BIAS
76
Beacon Investment Advisory Services
New Jersey
$848K -$9.43K -203 -1%
MSA
77
Marino Stram & Associates
Massachusetts
$834K +$1.25K +27 +0.2%
IFG
78
Independent Financial Group
California
$832K +$9.48K +204 +1%
AG
79
AlTi Global
New York
$814K -$28K -602 -3%
NG
80
Northstar Group
New York
$806K -$53.4K -1,150 -6%
IWC
81
Integrated Wealth Concepts
Massachusetts
$801K -$116K -2,490 -13%
Legacy Financial Group (Iowa)
82
Legacy Financial Group (Iowa)
Iowa
$771K -$8.18K -176 -1%
DWM
83
Denver Wealth Management
Colorado
$734K +$717K +15,428 New
SW
84
SteelPeak Wealth
California
$719K -$372 -8 -0.1%
MFIM
85
Mesirow Financial Investment Management
Illinois
$709K +$28.8K +620 +4%
MCM
86
MAI Capital Management
Ohio
$703K -$3.21K -69 -0.5%
SPIA
87
Steward Partners Investment Advisory
New York
$703K -$2.88K -62 -0.4%
Mariner
88
Mariner
Kansas
$692K +$97.6K +2,100 +17%
UW
89
Unique Wealth
Florida
$675K -$4.97K -107 -0.7%
SPC
90
Sigma Planning Corp
Michigan
$634K -$23.7K -511 -4%
CIA
91
Concurrent Investment Advisors
Florida
$624K +$41.5K +894 +7%
CCFM
92
Clear Creek Financial Management
Washington
$615K -$15.1K -325 -2%
MCC
93
Money Concepts Capital
Florida
$610K
SWP
94
Summit Wealth Partners
Florida
$591K -$210K -4,511 -27%
PGF
95
Plan Group Financial
Oklahoma
$577K -$185K -3,972 -25%
AFM
96
Armstrong Fleming & Moore
District of Columbia
$573K
RA
97
RFG Advisory
Alabama
$562K +$2.18K +47 +0.4%
BFS
98
BridgePort Financial Solutions
Iowa
$545K +$14.1K +303 +3%
IF
99
Integrity Financial
Wyoming
$544K -$48.2K -1,037 -8%
WC
100
Waterloo Capital
Texas
$527K +$138K +2,978 +37%