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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DAS
101
Dynamic Advisor Solutions
Arizona
$572K -$872 -23 -0.2%
AWS
102
Atria Wealth Solutions
New York
$571K -$330K -8,707 -37%
IA
103
IFP Advisors
Florida
$567K -$27.1K -714 -5%
PA
104
PFG Advisors
Arizona
$554K +$14K +370 +3%
FFG
105
Fullen Financial Group
Ohio
$549K +$16.6K +439 +3%
FHC
106
First Heartland Consultants
Missouri
$509K -$10.4K -275 -2%
D
107
Dentgroup
Louisiana
$506K
GCM
108
Gallacher Capital Management
Colorado
$500K +$499K +13,167 New
Cetera Investment Advisers
109
Cetera Investment Advisers
Illinois
$496K +$271K +7,151 +121%
PCMC
110
Private Capital Management (Colorado)
Colorado
$496K -$70.4K -1,858 -12%
MWM
111
Merriman Wealth Management
Washington
$496K +$177K +4,668 +56%
CFGSD
112
Compass Financial Group (South Dakota)
South Dakota
$474K +$473K +12,470 New
DC
113
Davenport & Co
Virginia
$466K -$26.3K -694 -5%
EIG
114
Ellenbecker Investment Group
Wisconsin
$465K -$140K -3,690 -23%
AA
115
Advisory Alpha
Michigan
$465K
CI
116
CX Institutional
Indiana
$464K -$64.3K -1,696 -12%
AWM
117
Avior Wealth Management
Nebraska
$463K -$1.33K -35 -0.3%
BPA
118
Beacon Pointe Advisors
California
$457K -$5.8K -153 -1%
AWA
119
Archvest Wealth Advisors
California
$448K -$10.8K -286 -2%
ACG
120
Allen Capital Group
Nebraska
$448K +$447K +11,795 New
IWC
121
Integrated Wealth Concepts
Massachusetts
$443K -$10.3K -271 -2%
AWM
122
Adams Wealth Management
Utah
$415K +$48.9K +1,289 +13%
SWP
123
Stratos Wealth Partners
Ohio
$410K +$114 +3 +0%
LIG
124
Lokken Investment Group
Delaware
$407K +$67.9K +1,790 +20%
CIAS
125
Capital Investment Advisory Services
North Carolina
$407K +$30.3K +799 +8%