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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DAM
226
Delta Asset Management
Tennessee
$20.3K +$20.3K +535 New
TSWM
227
Tyler-Stone Wealth Management
Ohio
$20K
CWA
228
Clearview Wealth Advisors
Oregon
$17.3K -$13.1K -345 -43%
Fidelity Investments
229
Fidelity Investments
Massachusetts
$14K -$38 -1 -0.3%
MIM
230
Macroview Investment Management
Maryland
$13.6K
VF
231
VitalStone Financial
Texas
$13K +$14.3K +377 New
NA
232
NewEdge Advisors
Louisiana
$11.8K -$354K -9,325 -97%
NSIM
233
North Star Investment Management
Illinois
$10K -$455 -12 -4%
CFD
234
Creative Financial Designs
Indiana
$9.94K -$24.6K -649 -71%
Northwestern Mutual Wealth Management
235
Northwestern Mutual Wealth Management
Wisconsin
$9.69K +$9.67K +255 New
MA
236
Montag & Associates
Georgia
$7.6K
AWM
237
Accurate Wealth Management
Florida
$5.53K +$5.38K +142 New
CCM
238
Cribstone Capital Management
Maine
$5.47K -$265 -7 -5%
USCWA
239
U.S. Capital Wealth Advisors
Texas
$4.03K +$4.02K +106 New
KTC
240
Kistler-Tiffany Companies
Pennsylvania
$3.51K -$3.79K -100 -52%
IGWM
241
ICA Group Wealth Management
Colorado
$3.4K +$3.22K +85 New
RCM
242
Rain Capital Management
Oregon
$3.02K
GIA
243
Goodwin Investment Advisory
Georgia
$3K +$3K +79 New
NC
244
NewSquare Capital
Pennsylvania
$2.66K +$1.55K +41 +141%
MSCM
245
McElhenny Sheffield Capital Management
Texas
$2.36K +$2.35K +62 New
PGAM
246
Princeton Global Asset Management
New Jersey
$2K
EE
247
EWG Elevate
California
$1.25K +$1.25K +33 New
KFI
248
Key Financial Inc
Pennsylvania
$952
PAG
249
Private Advisor Group
New Jersey
$644 -$152K -4,018 -19%
GWANC
250
Guardian Wealth Advisors (North Carolina)
North Carolina
$532 +$190 +5 +56%