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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
76
Axxcess Wealth Management
California
$984K +$119K +2,493 +14%
GS
77
GTS Securities
Florida
$980K +$756K +15,809 +334%
RWM
78
Ritholtz Wealth Management
New York
$979K +$42.3K +884 +5%
TCMP
79
Thrive Capital Management (Pennsylvania)
Pennsylvania
$973K -$232K -4,853 -19%
DWM
80
Denver Wealth Management
Colorado
$947K +$211K +4,420 +29%
HighTower Advisors
81
HighTower Advisors
Illinois
$936K +$32.4K +677 +4%
WIA
82
World Investment Advisors
California
$908K +$30.6K +641 +3%
MML Investors Services
83
MML Investors Services
Massachusetts
$904K -$55K -1,150 -6%
JP Morgan Chase
84
JP Morgan Chase
New York
$898K -$1.2M -25,039 -57%
Janney Montgomery Scott
85
Janney Montgomery Scott
Pennsylvania
$871K +$658K +13,762 +306%
BIAS
86
Beacon Investment Advisory Services
New Jersey
$852K +$1.43K +30 +0.2%
MSA
87
Marino Stram & Associates
Massachusetts
$844K +$7.31K +153 +0.9%
IWC
88
Integrated Wealth Concepts
Massachusetts
$809K +$5.74K +120 +0.7%
Legacy Financial Group (Iowa)
89
Legacy Financial Group (Iowa)
Iowa
$808K +$22.9K +480 +3%
NG
90
Northstar Group
New York
$795K -$14.3K -300 -2%
SPIA
91
Steward Partners Investment Advisory
New York
$765K +$59.5K +1,245 +8%
AG
92
AlTi Global
New York
$725K -$91.2K -1,907 -11%
LOWM
93
Laurel Oak Wealth Management
New Jersey
$710K +$711K +14,879 New
UW
94
Unique Wealth
Florida
$703K +$26.3K +551 +4%
MCM
95
MAI Capital Management
Ohio
$702K -$3.87K -81 -0.5%
MFIM
96
Mesirow Financial Investment Management
Illinois
$700K -$11.2K -234 -2%
SPC
97
Sigma Planning Corp
Michigan
$689K +$53.4K +1,116 +8%
SW
98
SteelPeak Wealth
California
$687K -$34.2K -716 -5%
MCC
99
Money Concepts Capital
Florida
$680K +$68.3K +1,429 +11%
TSMHT
100
Thurston Springer Miller Herd & Titak
Indiana
$679K +$508K +10,631 +295%