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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SC
226
SouthState Corp
Florida
$39K -$9.25K -199 -20%
Northwestern Mutual Wealth Management
227
Northwestern Mutual Wealth Management
Wisconsin
$38.5K
AssetMark Inc
228
AssetMark Inc
California
$34.4K -$6.69K -144 -17%
SIS
229
Sound Income Strategies
Florida
$30K -$18.6K -400 -39%
AIC
230
Archer Investment Corporation
Indiana
$29.9K +$93 +2 +0.3%
WWM
231
Wolff Wiese Magana
California
$29.1K -$836 -18 -3%
BWL
232
Bogart Wealth LLC
Virginia
$28.3K
UB
233
UMB Bank
Missouri
$26.9K -$26.3K -565 -50%
UCB
234
United Community Bank
South Carolina
$23.8K
Qube Research & Technologies (QRT)
235
Qube Research & Technologies (QRT)
United Kingdom
$23K +$6K +129 +36%
DAM
236
Delta Asset Management
Tennessee
$20.5K -$1.63K -35 -8%
IA
237
IFP Advisors
Florida
$19.6K
SWM
238
Spire Wealth Management
Virginia
$19.3K -$1.02K -22 -5%
CAL
239
Capital Analysts LLC
Pennsylvania
$18K +$139 +3 +0.8%
BCM
240
Boreal Capital Management
Florida
$17.7K
DF
241
Dunhill Financial
United Kingdom
$17.4K +$17K +365 New
MWA
242
Medallion Wealth Advisors
Connecticut
$15.1K +$139 +3 +1%
EWP
243
Elevation Wealth Partners
California
$13.6K +$93 +2 +0.7%
SAM
244
Smartleaf Asset Management
Massachusetts
$11.3K
CI
245
CX Institutional
Indiana
$11K
JWM
246
JPL Wealth Management
Colorado
$10.3K +$10K +216 New
ACA
247
Aptus Capital Advisors
Alabama
$8.85K +$3.48K +75 +68%
ACA
248
American Capital Advisory
Idaho
$6.42K
MWM
249
Mascoma Wealth Management
New Hampshire
$6.09K
AA
250
Ancora Advisors
Ohio
$4.57K