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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
226
Spire Wealth Management
Virginia
$51.8K
FFA
227
Farther Finance Advisors
California
$50.9K +$44K +992 +551%
CFP
228
Comprehensive Financial Planning
Pennsylvania
$50.8K +$51.9K +1,170 New
CP
229
Castleview Partners
Texas
$46.9K +$976 +22 +2%
PA
230
Pineridge Advisors
Missouri
$41.4K -$2.26K -51 -5%
RCA
231
Runnymede Capital Advisors
Ohio
$39.2K +$40K +902 New
WTFG
232
Wood Tarver Financial Group
Idaho
$37K +$38.2K +861 New
SWM
233
Sugarloaf Wealth Management
Georgia
$34.8K
AssetMark Inc
234
AssetMark Inc
California
$33.2K +$18.4K +415 +119%
BA
235
Bellwether Advisors
Nebraska
$31.5K +$32.2K +725 New
WWM
236
Wolff Wiese Magana
California
$27.2K +$355 +8 +1%
GJIA
237
Glass Jacobson Investment Advisors
Maryland
$27.1K
AIC
238
Archer Investment Corporation
Indiana
$27.1K +$266 +6 +1%
BWL
239
Bogart Wealth LLC
Virginia
$25.8K
TSMHT
240
Thurston Springer Miller Herd & Titak
Indiana
$24.4K +$24.9K +562 New
OFG
241
Oxford Financial Group
Indiana
$24K
Qube Research & Technologies (QRT)
242
Qube Research & Technologies (QRT)
United Kingdom
$23.8K +$13.2K +297 +118%
UCB
243
United Community Bank
South Carolina
$21.7K
FWM
244
FSA Wealth Management
Massachusetts
$20.7K +$266 +6 +1%
DAM
245
Delta Asset Management
Tennessee
$20.6K
IA
246
IFP Advisors
Florida
$17.9K
CAL
247
Capital Analysts LLC
Pennsylvania
$16K +$310 +7 +2%
DSC
248
Duncker Streett & Co
Missouri
$15.5K +$15.8K +356 New
TCG
249
Transcendent Capital Group
Oklahoma
$15.2K +$355 +8 +2%
MWM
250
Mascoma Wealth Management
New Hampshire
$14K -$7.98K -180 -36%