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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RFA
101
RTD Financial Advisors
Pennsylvania
$531K -$2.81K -64 -0.5%
FEG
102
Fund Evaluation Group
Ohio
$526K +$511K +11,651 New
RA
103
RFG Advisory
Alabama
$521K -$42.2K -963 -8%
Mariner
104
Mariner
Kansas
$508K -$122K -2,778 -20%
MWM
105
Merriman Wealth Management
Washington
$505K +$1.05K +24 +0.2%
SWP
106
Stratos Wealth Partners
Ohio
$503K -$9.38K -214 -2%
Goldman Sachs
107
Goldman Sachs
New York
$487K +$473K +10,794 New
WFL
108
Wealth Forward LLC
North Dakota
$480K -$32.6K -744 -7%
MAV
109
Mason & Associates (Virginia)
Virginia
$479K +$3.64K +83 +0.8%
SA
110
Sanctuary Advisors
Indiana
$475K +$470K +10,721 New
SG
111
StoneX Group
New York
$464K +$13.3K +303 +3%
NWMG
112
National Wealth Management Group
Ohio
$464K +$25.6K +583 +6%
MCM
113
Mendel Capital Management
Arkansas
$453K -$745 -17 -0.2%
Stifel Financial
114
Stifel Financial
Missouri
$446K -$44.5K -1,014 -9%
National Bank of Canada
115
National Bank of Canada
Quebec, Canada
$446K -$124K -2,837 -22%
IWC
116
Integrated Wealth Concepts
Massachusetts
$442K +$8.46K +193 +2%
CTC
117
Central Trust Company
Missouri
$432K +$35.8K +816 +9%
Lido Advisors
118
Lido Advisors
California
$426K +$745 +17 +0.2%
IP
119
Investment Partners
Ohio
$421K +$3.2K +73 +0.8%
PAG
120
Private Advisor Group
New Jersey
$421K -$4.69K -107 -1%
SI
121
SimpliFi Inc
California
$409K +$3.33K +76 +0.8%
TWP
122
Tempus Wealth Planning
California
$404K +$31K +707 +9%
UW
123
Unique Wealth
Florida
$400K -$9.6K -219 -2%
GS
124
GTS Securities
Florida
$398K +$157K +3,570 +68%
FHC
125
First Heartland Consultants
Missouri
$398K