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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VFA
101
Voya Financial Advisors
Connecticut
$235K
BC
102
Brio Consultants
California
$220K +$4.32K +111 +2%
EBT
103
Enterprise Bank & Trust
Massachusetts
$218K +$1.87K +48 +0.9%
FHC
104
First Heartland Consultants
Missouri
$207K +$117 +3 +0.1%
PWAG
105
Polaris Wealth Advisory Group
California
$206K -$17.6K -453 -8%
AAP
106
Arax Advisory Partners
Colorado
$206K +$41.3K +1,061 +25%
AFP
107
Ausdal Financial Partners
Iowa
$204K +$202K +5,194 New
GWCM
108
Godshalk Welsh Capital Management
Pennsylvania
$204K +$203K +5,200 New
LNC
109
Lincoln National Corp
Pennsylvania
$202K
AWM
110
Avior Wealth Management
Nebraska
$187K -$112K -2,871 -38%
IA
111
IFP Advisors
Florida
$182K +$181K +4,648 New
LFG
112
LifePlan Financial Group
Ohio
$167K -$6.5K -167 -4%
S
113
SignatureFD
Georgia
$129K -$14.3K -368 -10%
AF
114
Advisornet Financial
Minnesota
$107K +$20.4K +524 +24%
BAM
115
Belpointe Asset Management
Nevada
$106K +$105K +2,695 New
Carson Wealth (CWM LLC)
116
Carson Wealth (CWM LLC)
Nebraska
$101K
CIAS
117
Capital Investment Advisory Services
North Carolina
$95K
Deutsche Bank
118
Deutsche Bank
Germany
$83K +$15.3K +393 +23%
PWP
119
Personal Wealth Partners
Minnesota
$83K +$82.7K +2,124 New
APA
120
American Portfolios Advisors
New York
$80.5K
OIA
121
Optimum Investment Advisors
Illinois
$76K +$545 +14 +0.7%
SFS
122
Sowell Financial Services
Arkansas
$74K +$73.8K +1,894 New
AIC
123
Ameritas Investment Company
Nebraska
$72K +$71.3K +1,830 New
WP
124
WealthShield Partners
North Carolina
$64K
CCM
125
Cribstone Capital Management
Maine
$61K -$3.9K -100 -6%