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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DAM
276
Delta Asset Management
Tennessee
$15K -$5.16K -105 -26%
Northwestern Mutual Wealth Management
277
Northwestern Mutual Wealth Management
Wisconsin
$14.4K -$29.2K -595 -67%
SAM
278
Smartleaf Asset Management
Massachusetts
$13.5K
GSEP
279
Golden State Equity Partners
California
$12.1K -$42.5K -866 -78%
JWM
280
JPL Wealth Management
Colorado
$10.8K
MNA
281
Manning & Napier Advisors
New York
$10.4K +$10.2K +208 New
PNC Financial Services Group
282
PNC Financial Services Group
Pennsylvania
$9.98K +$9.83K +200 New
PUI
283
Purpose Unlimited Inc
$9.77K
APFP
284
Action Point Financial Planning
Michigan
$7.48K +$7.37K +150 New
ACA
285
American Capital Advisory
Idaho
$6.74K
MG
286
Mather Group
Illinois
$6.63K +$49 +1 +0.8%
MWM
287
Mascoma Wealth Management
New Hampshire
$6.39K
ACA
288
Aptus Capital Advisors
Alabama
$6.09K +$639 +13 +12%
IA
289
IFG Advisory
Georgia
$5.79K +$2.26K +46 +66%
IFWM
290
Institute for Wealth Management
Colorado
$5.49K +$5.4K +110 New
SWM
291
SHP Wealth Management
Massachusetts
$4.99K
HIA
292
Highland Investment Advisors
Florida
$4.4K +$4.32K +88 New
PTC
293
Private Trust Company
Ohio
$4.24K
AG
294
AmeriFlex Group
Nevada
$4.14K
HNB
295
Huntington National Bank
Ohio
$3.74K
HHGA
296
Halbert Hargrove Global Advisors
California
$3.56K +$491 +10 +16%
Russell Investments Group
297
Russell Investments Group
United Kingdom
$1.9K +$1.87K +38 New
CA
298
Clearstead Advisors
Ohio
$1.55K
WA
299
WestEnd Advisors
North Carolina
$153 -$639 -13 -81%
AIA
300
Aventus Investment Advisors
Florida
$50