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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFA
76
Carroll Financial Associates
North Carolina
$105K +$101K +2,690 +2,802%
BA
77
BKS Advisors
Michigan
$102K +$101K +2,693 New
JP Morgan Chase
78
JP Morgan Chase
New York
$83K -$39.2K -1,045 -32%
PA
79
Parallel Advisors
California
$57K
TCOV
80
Trust Company of Vermont
Vermont
$56K
BWA
81
Burt Wealth Advisors
Maryland
$54K
CCM
82
Cribstone Capital Management
Maine
$52K +$1.13K +30 +2%
OAJ
83
Ogorek Anthony Joseph
New York
$43K -$11.3K -300 -21%
JFA
84
JNBA Financial Advisors
Minnesota
$43K +$4.54K +121 +12%
Carson Wealth (CWM LLC)
85
Carson Wealth (CWM LLC)
Nebraska
$43K +$7.51K +200 +21%
WIM
86
Westside Investment Management
California
$37.9K
IF
87
Ironwood Financial
Arizona
$33K
TFO
88
Tarbox Family Office
California
$33K
CTC
89
Central Trust Company
Missouri
$31K -$9.91K -264 -24%
WAM
90
Watermark Asset Management
California
$29K
IIC
91
Integrated Investment Consultants
Michigan
$28K
JWA
92
JFS Wealth Advisors
Pennsylvania
$28K +$188 +5 +0.7%
CP
93
Corbenic Partners
Pennsylvania
$20K
PG
94
Patten Group
Tennessee
$15K +$14.6K +390 New
IWM
95
IHT Wealth Management
Illinois
$13K -$1.31M -34,883 -99%
Fifth Third Bancorp
96
Fifth Third Bancorp
Ohio
$13K
PFGIA
97
Patriot Financial Group Insurance Agency
Massachusetts
$6K
AWM
98
AllSquare Wealth Management
New York
$5K +$4.58K +122 New
BFEC
99
Benjamin F. Edwards & Company
Missouri
$4K +$3.75K +100 New
Creative Planning
100
Creative Planning
Kansas
-$394K -10,570 Closed