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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PAG
101
Private Advisor Group
New Jersey
$561K +$159K +3,595 +39%
ASN
102
Advisory Services Network
Georgia
$553K +$220K +4,951 +64%
CAM
103
Congress Asset Management
Massachusetts
$534K +$545K +12,293 New
CF
104
Centaurus Financial
California
$516K -$33.8K -761 -6%
MAV
105
Mason & Associates (Virginia)
Virginia
$515K +$54.8K +1,235 +12%
HWM
106
Heirloom Wealth Management
Colorado
$515K +$173K +3,910 +49%
RA
107
RFG Advisory
Alabama
$506K +$4.52K +102 +0.9%
MWM
108
Mosley Wealth Management
California
$505K -$34.3K -773 -6%
FPCP
109
Fort Point Capital Partners
California
$493K +$503K +11,351 New
SWP
110
Stratos Wealth Partners
Ohio
$490K +$5.54K +125 +1%
Mariner
111
Mariner
Kansas
$487K -$2.4K -54 -0.5%
BFS
112
BridgePort Financial Solutions
Iowa
$485K +$486K +10,949 New
Susquehanna International Group
113
Susquehanna International Group
Pennsylvania
$468K -$1.12M -25,226 -70%
IWC
114
Integrated Wealth Concepts
Massachusetts
$467K +$42.3K +954 +10%
BCI
115
Brinker Capital Investments
Pennsylvania
$462K +$471K +10,630 New
OPS
116
Orion Portfolio Solutions
Nebraska
$462K +$471K +10,630 New
FDCDDQ
117
Federation des caisses Desjardins du Quebec
Quebec, Canada
$456K +$179K +4,038 +62%
CAPTRUST Financial Advisors
118
CAPTRUST Financial Advisors
North Carolina
$448K +$206K +4,646 +82%
MCM
119
Mendel Capital Management
Arkansas
$437K +$1.02K +23 +0.2%
MWM
120
Merriman Wealth Management
Washington
$429K -$57.9K -1,305 -12%
SG
121
StoneX Group
New York
$426K -$21K -474 -5%
JWCA
122
J.W. Cole Advisors
Florida
$419K -$151K -3,396 -26%
AI
123
Atria Investments
North Carolina
$413K +$206K +4,651 +96%
IP
124
Investment Partners
Ohio
$413K +$7.45K +168 +2%
UCFA
125
United Capital Financial Advisors
Texas
$411K +$45.9K +1,034 +12%