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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TSWM
226
Tyler-Stone Wealth Management
Ohio
$20.7K
DAM
227
Delta Asset Management
Tennessee
$19.7K
FWM
228
FSA Wealth Management
Massachusetts
$19K +$18.6K +468 New
GWMIA
229
Global Wealth Management Investment Advisory
Florida
$17.9K -$674 -17 -4%
AI
230
Arvest Investments
Arkansas
$16.9K +$16.1K +407 New
MIM
231
Macroview Investment Management
Maryland
$15.1K +$238 +6 +2%
TCG
232
Transcendent Capital Group
Oklahoma
$13.9K +$13.2K +334 New
WPA
233
West Paces Advisors
Georgia
$11.2K -$7.13K -180 -40%
Northwestern Mutual Wealth Management
234
Northwestern Mutual Wealth Management
Wisconsin
$10.6K -$198 -5 -2%
NSIM
235
North Star Investment Management
Illinois
$10.3K -$595 -15 -6%
IA
236
IFP Advisors
Florida
$9.8K -$616K -15,534 -99%
T
237
Tidemark
California
$9.56K +$9.12K +230 New
CFD
238
Creative Financial Designs
Indiana
$8.71K +$119 +3 +1%
CAL
239
Capital Analysts LLC
Pennsylvania
$8K +$119 +3 +2%
CWP
240
Concord Wealth Partners
Virginia
$7.46K -$8.68K -219 -55%
HFS
241
Hantz Financial Services
Michigan
$7K -$41.1K -1,036 -86%
HGERS
242
Householder Group Estate & Retirement Specialist
Arizona
$6K +$119 +3 +2%
ACA
243
American Capital Advisory
Idaho
$5.6K +$5.35K +135 New
FFA
244
Farther Finance Advisors
California
$4.54K +$4.32K +109 New
AA
245
Ancora Advisors
Ohio
$3.98K
IGWM
246
ICA Group Wealth Management
Colorado
$3.53K +$3.37K +85 New
NB
247
NBT Bank
New York
$3.11K +$2.97K +75 New
VF
248
VitalStone Financial
Texas
$3K +$40 +1 +1%
KFI
249
Key Financial Inc
Pennsylvania
$1.08K
RIM
250
Rockbridge Investment Management
New York
$582 +$555 +14 New