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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CF
101
Centaurus Financial
California
$539K -$1.78K -45 -0.3%
SG
102
StoneX Group
New York
$537K -$123K -3,112 -19%
HighTower Advisors
103
HighTower Advisors
Illinois
$531K +$74.8K +1,887 +17%
WFL
104
Wealth Forward LLC
North Dakota
$520K +$497K +12,527 New
FEG
105
Financial Enhancement Group
Indiana
$513K +$497K +12,551 New
WIA
106
World Investment Advisors
California
$507K +$79 +2 +0%
NWM
107
Northwest Wealth Management
Iowa
$500K +$634 +16 +0.1%
WA
108
WestEnd Advisors
North Carolina
$491K +$431K +10,871 +1,132%
RFA
109
RTD Financial Advisors
Pennsylvania
$490K -$114K -2,865 -20%
MWM
110
Merriman Wealth Management
Washington
$473K -$62.3K -1,572 -12%
FAAM
111
First Ascent Asset Management
Colorado
$468K +$6.3K +159 +1%
BPA
112
Beacon Pointe Advisors
California
$459K -$24.9K -629 -5%
SWP
113
Stratos Wealth Partners
Ohio
$456K +$12K +302 +3%
US Bancorp
114
US Bancorp
Minnesota
$442K +$422K +10,656 New
HWM
115
Heirloom Wealth Management
Colorado
$439K +$44.2K +1,116 +12%
AWA
116
Archvest Wealth Advisors
California
$434K -$16.5K -416 -4%
SSC
117
Syverson Strege & Co
Iowa
$430K +$2.42K +61 +0.6%
SI
118
SimpliFi Inc
California
$426K
VWA
119
Visionary Wealth Advisors
Illinois
$411K +$6.98K +176 +2%
MCM
120
Mendel Capital Management
Arkansas
$411K
IWM
121
IHT Wealth Management
Illinois
$404K +$385K +9,725 New
LIG
122
Lokken Investment Group
Delaware
$402K -$37.5K -945 -9%
SPIA
123
Steward Partners Investment Advisory
New York
$394K
ACS
124
Archford Capital Strategies
Illinois
$393K -$47.7K -1,204 -11%
GCM
125
Gallacher Capital Management
Colorado
$393K -$48.2K -1,215 -11%