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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWL
226
Bogart Wealth LLC
Virginia
$26.1K
OFG
227
Oxford Financial Group
Indiana
$24.2K
WTFG
228
Wood Tarver Financial Group
Idaho
$22.2K -$15.6K -354 -41%
UCB
229
United Community Bank
South Carolina
$21.9K
DAM
230
Delta Asset Management
Tennessee
$20.8K
IA
231
IFP Advisors
Florida
$18K
CAL
232
Capital Analysts LLC
Pennsylvania
$17K
WF
233
Wayfinding Financial
Washington
$16K +$16.2K +369 New
BA
234
Bellwether Advisors
Nebraska
$15.5K -$16.4K -372 -51%
MWM
235
Mascoma Wealth Management
New Hampshire
$14.2K
MWA
236
Medallion Wealth Advisors
Connecticut
$13.8K -$88 -2 -0.6%
AssetMark Inc
237
AssetMark Inc
California
$13.1K -$20.6K -467 -61%
EWP
238
Elevation Wealth Partners
California
$12.4K +$12.4K +282 New
WPA
239
West Paces Advisors
Georgia
$11.8K
ADL
240
Asset Dedication LLC
California
$11.6K +$11.6K +264 New
GSWM
241
Golden State Wealth Management
California
$11.5K +$11.5K +262 New
CI
242
CX Institutional
Indiana
$10K +$10.3K +234 New
CAM
243
Creekmur Asset Management
Illinois
$9.17K +$9.2K +209 New
CWP
244
Concord Wealth Partners
Virginia
$8.13K
ACA
245
American Capital Advisory
Idaho
$5.92K
HHGA
246
Halbert Hargrove Global Advisors
California
$5.11K +$44 +1 +0.9%
ACA
247
Aptus Capital Advisors
Alabama
$5.04K -$88 -2 -2%
AA
248
Ancora Advisors
Ohio
$4.21K
NB
249
NBT Bank
New York
$3.29K
CFD
250
Creative Financial Designs
Indiana
$3.09K