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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MG
276
Mather Group
Illinois
$6.28K +$6.37K +132 New
MWM
277
Mascoma Wealth Management
New Hampshire
$6.06K – – –
ACA
278
Aptus Capital Advisors
Alabama
$5.16K -$193 -4 -4%
SWM
279
SHP Wealth Management
Massachusetts
$4.74K – – –
PTC
280
Private Trust Company
Ohio
$4.03K – – –
KCM
281
Key Capital Management
Tennessee
$4.03K +$4.1K +85 New
AG
282
AmeriFlex Group
Nevada
$3.93K +$4K +83 New
NB
283
NBT Bank
New York
$3.55K +$1.3K +27 +56%
IA
284
IFG Advisory
Georgia
$3.32K +$3.38K +70 New
HHGA
285
Halbert Hargrove Global Advisors
California
$2.9K -$193 -4 -6%
RBA
286
Richard Bernstein Advisors
New York
$2.63K +$193 +4 +8%
CFD
287
Creative Financial Designs
Indiana
$2.45K -$1.01K -21 -29%
SA
288
Scarborough Advisors
Maryland
$2.09K +$2.12K +44 New
Fifth Third Bancorp
289
Fifth Third Bancorp
Ohio
$1.56K +$1.59K +33 New
CA
290
Clearstead Advisors
Ohio
$1.47K – – –
WA
291
WestEnd Advisors
North Carolina
$755 +$772 +16 New
AIA
292
Aventus Investment Advisors
Florida
$47 +$48 +1 New
TRCT
293
Tower Research Capital (TRC)
New York
$47 +$48 +1 New
HNW
294
High Note Wealth
Minnesota
$31 – – –
JWCA
295
J.W. Cole Advisors
Florida
– -$1.11M -27,858 Closed
UCFA
296
United Capital Financial Advisors
Texas
– -$466K -9,755 Closed
OAM
297
Oppenheimer Asset Management
New York
– -$452K -9,466 Closed
SG
298
StoneX Group
New York
– -$436K -9,135 Closed
PA
299
Paragon Advisors
Texas
– -$418K -8,751 Closed
GIA
300
Gladstone Institutional Advisory
Florida
– -$371K -7,772 Closed