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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
101
Gilpin Wealth Management
Colorado
$829K +$122K +2,486 +18%
GCM
102
Gallacher Capital Management
Colorado
$794K -$460K -9,358 -37%
MFIM
103
Mesirow Financial Investment Management
Illinois
$763K +$8.84K +180 +1%
AG
104
AlTi Global
New York
$749K -$49 -1 -0%
NG
105
Northstar Group
New York
$738K -$24.6K -500 -3%
UW
106
Unique Wealth
Florida
$734K +$207K +4,221 +40%
LKBC
107
L.K. Benson & Company
Maryland
$715K +$195K +3,964 +38%
ASN
108
Advisory Services Network
Georgia
$710K +$39.8K +810 +6%
Fidelity Investments
109
Fidelity Investments
Massachusetts
$697K +$455K +9,262 +197%
PW
110
Potentia Wealth
California
$694K +$3.29K +67 +0.5%
MCM
111
MAI Capital Management
Ohio
$683K -$16.2K -330 -2%
SW
112
SteelPeak Wealth
California
$666K +$19.5K +396 +3%
CIA
113
Concurrent Investment Advisors
Florida
$656K -$74.5K -1,517 -10%
HNH
114
Hopwood Nicholas Hunter
$643K -$17.3K -353 -3%
VWA
115
Visionary Wealth Advisors
Illinois
$643K +$5.9K +120 +0.9%
MCC
116
Money Concepts Capital
Florida
$638K -$171K -3,478 -21%
WFL
117
Wealth Forward LLC
North Dakota
$615K -$737 -15 -0.1%
AFM
118
Armstrong Fleming & Moore
District of Columbia
$605K +$3.88K +79 +0.7%
CAPTRUST Financial Advisors
119
CAPTRUST Financial Advisors
North Carolina
$597K +$190K +3,870 +48%
SPIA
120
Steward Partners Investment Advisory
New York
$597K -$107K -2,181 -15%
SWP
121
Summit Wealth Partners
Florida
$595K -$7.86K -160 -1%
CTC
122
Central Trust Company
Missouri
$586K -$127K -2,576 -18%
SPC
123
Sigma Planning Corp
Michigan
$582K +$639 +13 +0.1%
AFP
124
Ausdal Financial Partners
Iowa
$578K +$49.8K +1,013 +10%
MLFP
125
MPS Loria Financial Planners
Illinois
$575K +$39.6K +807 +8%