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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BPA
101
Beacon Pointe Advisors
California
$455K -$14.3K -359 -3%
FAAM
102
First Ascent Asset Management
Colorado
$433K +$32.7K +819 +8%
HighTower Advisors
103
HighTower Advisors
Illinois
$429K +$237K +5,925 +118%
SI
104
SimpliFi Inc
California
$426K -$4.72K -118 -1%
AWM
105
Adams Wealth Management
Utah
$424K -$16.2K -406 -4%
AWA
106
Archvest Wealth Advisors
California
$424K -$73.8K -1,846 -15%
SWP
107
Stratos Wealth Partners
Ohio
$416K +$7.67K +192 +2%
GCM
108
Gallacher Capital Management
Colorado
$416K +$20.2K +506 +5%
ACS
109
Archford Capital Strategies
Illinois
$416K +$17.7K +443 +4%
LIG
110
Lokken Investment Group
Delaware
$414K +$19.5K +489 +5%
TPWA
111
TRUE Private Wealth Advisors
Oregon
$412K -$47.9K -1,199 -10%
SSC
112
Syverson Strege & Co
Iowa
$401K +$2.6K +65 +0.6%
Citadel Advisors
113
Citadel Advisors
Florida
$397K -$1.12M -28,017 -73%
MCM
114
Mendel Capital Management
Arkansas
$385K
VWA
115
Visionary Wealth Advisors
Illinois
$379K +$17.1K +428 +5%
CIAS
116
Capital Investment Advisory Services
North Carolina
$378K -$4.96K -124 -1%
SCP
117
Syntal Capital Partners
Texas
$372K -$127K -3,172 -25%
SPIA
118
Steward Partners Investment Advisory
New York
$369K +$77.2K +1,931 +26%
HWM
119
Heirloom Wealth Management
Colorado
$368K -$33.8K -845 -8%
Lido Advisors
120
Lido Advisors
California
$364K -$98K -2,453 -21%
UCFA
121
United Capital Financial Advisors
Texas
$359K +$369K +9,226 New
UW
122
Unique Wealth
Florida
$353K +$3.6K +90 +1%
IWC
123
Integrated Wealth Concepts
Massachusetts
$353K -$95.8K -2,398 -21%
FHC
124
First Heartland Consultants
Missouri
$351K
RBA
125
Richard Bernstein Advisors
New York
$344K +$353K +8,827 +441,350%