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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RFP
226
Root Financial Partners
California
$139K
SWA
227
SOA Wealth Advisors
New York
$129K
EWM
228
Evolution Wealth Management
Florida
$119K +$116K +2,402 +2,018%
PA
229
Parallel Advisors
California
$115K -$54.2K -1,124 -32%
NS
230
NBC Securities
Alabama
$113K
AF
231
Advisornet Financial
Minnesota
$107K -$27.4K -568 -20%
SS
232
Sunbelt Securities
Texas
$100K
DWM
233
Darwin Wealth Management
Florida
$99.4K -$14.2K -294 -12%
FFA
234
Founders Financial Alliance
North Carolina
$90.1K
SL
235
Salomon & Ludwin
Virginia
$82.1K -$289 -6 -0.3%
CIAS
236
Capital Investment Advisory Services
North Carolina
$81.9K
BBHC
237
Brown Brothers Harriman & Co
New York
$77.9K
HIA
238
HFM Investment Advisors
New Jersey
$77.3K -$47.9K -993 -38%
1NWS
239
1 North Wealth Services
Maryland
$75.6K +$12.1K +250 +19%
PCFFS
240
Pacific Center for Financial Services
California
$75.5K +$1.3K +27 +2%
IAIM
241
International Assets Investment Management
Florida
$71.3K
HIA
242
Harbor Investment Advisory
Maryland
$70.6K +$1.78K +37 +3%
JFA
243
JNBA Financial Advisors
Minnesota
$65.2K +$723 +15 +1%
ME
244
McIlrath & Eck
Washington
$59.2K -$26.6K -551 -31%
RF
245
Rossby Financial
Florida
$58.8K
CFP
246
Comprehensive Financial Planning
Pennsylvania
$57.1K
OSAM
247
O'Shaughnessy Asset Management
Connecticut
$56K -$3.57K -74 -6%
GSEP
248
Golden State Equity Partners
California
$52.5K +$53.5K +1,109 New
Northwestern Mutual Wealth Management
249
Northwestern Mutual Wealth Management
Wisconsin
$41.8K +$7.28K +151 +21%
AssetMark Inc
250
AssetMark Inc
California
$34.3K