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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RFA
101
RTD Financial Advisors
Pennsylvania
$509K +$2.16K +51 +0.4%
SOS
102
Silver Oak Securities
Tennessee
$497K -$24.9K -587 -5%
Janney Montgomery Scott
103
Janney Montgomery Scott
Pennsylvania
$491K +$484K +11,419 New
WFL
104
Wealth Forward LLC
North Dakota
$490K -$26.3K -620 -5%
SWP
105
Stratos Wealth Partners
Ohio
$489K +$8.22K +194 +2%
MWM
106
Merriman Wealth Management
Washington
$480K -$9.7K -229 -2%
Stifel Financial
107
Stifel Financial
Missouri
$469K -$6.35K -150 -1%
MAV
108
Mason & Associates (Virginia)
Virginia
$454K +$447K +10,546 New
MCM
109
Mendel Capital Management
Arkansas
$433K +$2.25K +53 +0.5%
BPA
110
Beacon Pointe Advisors
California
$430K -$42 -1 -0%
SG
111
StoneX Group
New York
$429K -$49K -1,156 -10%
US Bancorp
112
US Bancorp
Minnesota
$419K -$38.4K -906 -9%
NWMG
113
National Wealth Management Group
Ohio
$417K -$203K -4,791 -33%
IWC
114
Integrated Wealth Concepts
Massachusetts
$413K -$31.3K -738 -7%
SPIA
115
Steward Partners Investment Advisory
New York
$410K
Lido Advisors
116
Lido Advisors
California
$406K +$1.23K +29 +0.3%
PAG
117
Private Advisor Group
New Jersey
$406K +$1.86K +44 +0.5%
IP
118
Investment Partners
Ohio
$398K +$2.03K +48 +0.5%
IWM
119
IHT Wealth Management
Illinois
$392K +$42 +1 +0%
UW
120
Unique Wealth
Florida
$391K +$4.11K +97 +1%
SI
121
SimpliFi Inc
California
$387K -$112K -2,653 -23%
VWA
122
Visionary Wealth Advisors
Illinois
$386K +$18.8K +445 +5%
FHC
123
First Heartland Consultants
Missouri
$379K
CTC
124
Central Trust Company
Missouri
$377K -$27.7K -654 -7%
ACS
125
Archford Capital Strategies
Illinois
$375K -$28.4K -670 -7%