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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWAG
76
Garrett Wealth Advisory Group
Texas
$536K
EWA
77
ERTS Wealth Advisors
Michigan
$521K -$7.29K -184 -1%
Vanguard Capital Wealth Advisors
78
Vanguard Capital Wealth Advisors
Colorado
$500K -$115K -2,915 -19%
Citigroup
79
Citigroup
New York
$485K -$2.89K -73 -0.6%
BIAS
80
Beacon Investment Advisory Services
New Jersey
$481K +$79.8K +2,016 +20%
BHWM
81
Bay Harbor Wealth Management
Maryland
$466K -$99.6K -2,515 -18%
MIC
82
Means Investment Company
Maine
$454K -$28.6K -722 -6%
NP
83
NorthRock Partners
Minnesota
$438K +$432K +10,915 New
OAM
84
Occidental Asset Management
California
$437K +$8.6K +217 +2%
ACA
85
Anchor Capital Advisors
Massachusetts
$434K -$10.3K -260 -2%
MA
86
Mutual Advisors
Nebraska
$433K +$127K +3,195 +42%
CWM
87
Cahaba Wealth Management
Georgia
$421K +$3.52K +89 +0.9%
FAAS
88
First Allied Advisory Services
California
$398K -$7.64K -193 -2%
PA
89
PFG Advisors
Arizona
$391K -$56.7K -1,432 -13%
SBL
90
Sargent Bickham Lagudis
Colorado
$363K
Truist Financial
91
Truist Financial
North Carolina
$361K +$356K +8,987 New
MAFM
92
Mid Atlantic Financial Management
Pennsylvania
$355K +$350K +8,846 New
F
93
F3Logic
Minnesota
$354K -$23.6K -596 -6%
SPC
94
Sigma Planning Corp
Michigan
$351K +$12K +304 +4%
CI
95
CX Institutional
Indiana
$347K -$4.87K -123 -1%
SWP
96
Summit Wealth Partners
Florida
$339K +$334K +8,437 New
FSG
97
Financial Strategies Group
Michigan
$336K +$331K +8,363 New
AIP
98
Ahrens Investment Partners
Louisiana
$327K -$396 -10 -0.1%
CG
99
CFO4Life Group
Texas
$318K
MPPLM
100
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$317K +$436 +11 +0.1%