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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AW
76
ACG Wealth
Georgia
$229K +$231K +6,057 New
PCFFS
77
Pacific Center for Financial Services
California
$220K
JP Morgan Chase
78
JP Morgan Chase
New York
$219K -$1.26M -32,983 -85%
PWAG
79
Polaris Wealth Advisory Group
California
$215K +$13.4K +353 +7%
TSS
80
Two Sigma Securities
New York
$211K -$439K -11,534 -67%
CFD
81
Creative Financial Designs
Indiana
$198K +$25.6K +672 +15%
LFG
82
LifePlan Financial Group
Ohio
$190K +$192K +5,042 New
CF
83
Centaurus Financial
California
$136K +$137K +3,599 New
S
84
SignatureFD
Georgia
$118K +$119K +3,130 New
CCA
85
Clearwater Capital Advisors
Illinois
$113K +$113K +2,979 New
CFA
86
Carroll Financial Associates
North Carolina
$105K
AF
87
Advisornet Financial
Minnesota
$98K -$28.6K -750 -22%
RCA
88
Rowland Carmichael Advisors
Arizona
$87K -$72.4K -1,900 -45%
TC
89
Trilogy Capital
California
$82K +$82.4K +2,164 New
BWA
90
Burt Wealth Advisors
Maryland
$78K +$24.8K +650 +46%
AWA
91
Acorn Wealth Advisors
Michigan
$77K -$5.79K -152 -7%
CCM
92
Cribstone Capital Management
Maine
$59K +$5.3K +139 +10%
WP
93
WealthShield Partners
North Carolina
$59K +$59.5K +1,563 New
WAM
94
Watermark Asset Management
California
$58K +$533 +14 +0.9%
Fifth Third Bancorp
95
Fifth Third Bancorp
Ohio
$58K +$45.3K +1,190 +340%
PA
96
Parallel Advisors
California
$57K
JFA
97
JNBA Financial Advisors
Minnesota
$47K +$5.52K +145 +13%
Carson Wealth (CWM LLC)
98
Carson Wealth (CWM LLC)
Nebraska
$43K
OAJ
99
Ogorek Anthony Joseph
New York
$43K
SWP
100
Stratos Wealth Partners
Ohio
$42K -$36.2K -950 -46%