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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OCM
76
One Capital Management
California
$1.04M -$247K -5,126 -19%
AWM
77
Avior Wealth Management
Nebraska
$1.02M +$18.3K +379 +2%
GFPC
78
Global Financial Private Client
Florida
$1.01M +$15.3K +318 +2%
William Blair & Company
79
William Blair & Company
Illinois
$994K +$1.01M +20,981 New
E3F
80
Eight 31 Financial
Texas
$988K -$1.11K -23 -0.1%
TCMP
81
Thrive Capital Management (Pennsylvania)
Pennsylvania
$960K -$6.41K -133 -0.7%
WIA
82
World Investment Advisors
California
$935K +$34.9K +723 +4%
RWM
83
Ritholtz Wealth Management
New York
$918K -$55.1K -1,143 -6%
SB
84
Strategic Blueprint
Georgia
$909K +$504K +10,448 +119%
AWM
85
Axxcess Wealth Management
California
$905K -$72.1K -1,496 -7%
BIAS
86
Beacon Investment Advisory Services
New Jersey
$904K +$59K +1,224 +7%
CA
87
CGN Advisors
Kansas
$903K +$638K +13,225 +226%
HighTower Advisors
88
HighTower Advisors
Illinois
$862K -$68K -1,409 -7%
EH
89
Equitable Holdings
New York
$839K +$545K +11,303 +178%
MSA
90
Marino Stram & Associates
Massachusetts
$837K
TSMHT
91
Thurston Springer Miller Herd & Titak
Indiana
$808K +$136K +2,816 +20%
Legacy Financial Group (Iowa)
92
Legacy Financial Group (Iowa)
Iowa
$800K +$9.36K +194 +1%
MCC
93
Money Concepts Capital
Florida
$770K +$97.2K +2,015 +14%
RWA
94
Redhawk Wealth Advisors
Minnesota
$727K +$218K +4,512 +42%
NG
95
Northstar Group
New York
$725K -$65.3K -1,355 -8%
MML Investors Services
96
MML Investors Services
Massachusetts
$722K -$179K -3,705 -20%
MFIM
97
Mesirow Financial Investment Management
Illinois
$716K +$21K +435 +3%
AG
98
AlTi Global
New York
$711K -$8.73K -181 -1%
Citadel Advisors
99
Citadel Advisors
Florida
$701K +$336K +6,973 +89%
WC
100
Waterloo Capital
Texas
$697K +$189K +3,915 +36%