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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
101
Merriman Wealth Management
Washington
$487K
SWP
102
Stratos Wealth Partners
Ohio
$478K +$8.02K +192 +2%
SG
103
StoneX Group
New York
$476K -$75.1K -1,798 -14%
Stifel Financial
104
Stifel Financial
Missouri
$473K -$606K -14,517 -57%
VFP
105
Verus Financial Partners
Virginia
$461K -$231K -5,534 -34%
US Bancorp
106
US Bancorp
Minnesota
$456K
AWA
107
Archvest Wealth Advisors
California
$446K +$585 +14 +0.1%
PCG
108
Prosperity Consulting Group
Maryland
$443K +$159K +3,808 +58%
IWC
109
Integrated Wealth Concepts
Massachusetts
$442K +$58.8K +1,407 +16%
MCM
110
Mendel Capital Management
Arkansas
$428K +$4.47K +107 +1%
BPA
111
Beacon Pointe Advisors
California
$428K -$44.4K -1,062 -10%
HWM
112
Heirloom Wealth Management
Colorado
$425K -$27K -646 -6%
SPIA
113
Steward Partners Investment Advisory
New York
$408K +$1.84K +44 +0.5%
CTC
114
Central Trust Company
Missouri
$403K +$201K +4,809 +104%
Lido Advisors
115
Lido Advisors
California
$402K +$3.55K +85 +0.9%
ACS
116
Archford Capital Strategies
Illinois
$402K -$3.09K -74 -0.8%
PAG
117
Private Advisor Group
New Jersey
$401K -$252K -6,039 -39%
IP
118
Investment Partners
Ohio
$394K +$14.8K +355 +4%
IWM
119
IHT Wealth Management
Illinois
$389K -$26K -623 -6%
UW
120
Unique Wealth
Florida
$385K
FHC
121
First Heartland Consultants
Missouri
$377K -$4.18K -100 -1%
AT
122
American Trust
Kentucky
$376K +$20.1K +480 +6%
VWA
123
Visionary Wealth Advisors
Illinois
$365K -$57.6K -1,380 -14%
S
124
Syntrinsic
Colorado
$363K -$8.69K -208 -2%
RA
125
RFG Advisory
Alabama
$362K -$26.9K -643 -7%