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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAS
101
Cascadia Advisory Services
Oregon
$317K +$313K +7,892 New
HighTower Advisors
102
HighTower Advisors
Illinois
$307K -$198 -5 -0.1%
BCI
103
Brinker Capital Investments
Pennsylvania
$304K -$36K -909 -11%
GWMIA
104
Global Wealth Management Investment Advisory
Florida
$298K -$33.6K -848 -10%
W
105
Wealthquest
Ohio
$295K -$198 -5 -0.1%
FHA
106
Flagship Harbor Advisors
Massachusetts
$292K
VWM
107
Vigilare Wealth Management
Arizona
$288K +$283K +7,138 New
GWCM
108
Godshalk Welsh Capital Management
Pennsylvania
$283K +$73.3K +1,850 +36%
BC
109
Brio Consultants
California
$277K +$51.5K +1,300 +23%
SFWA
110
Summit Financial Wealth Advisors
Louisiana
$274K
FPCP
111
Fort Point Capital Partners
California
$274K +$270K +6,824 New
CCFM
112
Clear Creek Financial Management
Washington
$270K +$6.14K +155 +2%
ODG
113
O'Dell Group
Ohio
$269K +$871 +22 +0.3%
AAP
114
Arax Advisory Partners
Colorado
$266K +$54.3K +1,372 +26%
FHC
115
First Heartland Consultants
Missouri
$265K +$52.9K +1,335 +25%
AWM
116
Alterna Wealth Management
Texas
$263K
OAM
117
Oppenheimer Asset Management
New York
$250K +$247K +6,240 New
GIP
118
Greatmark Investment Partners
Georgia
$241K +$238K +6,000 New
AFP
119
Ausdal Financial Partners
Iowa
$240K +$29.7K +750 +14%
LNC
120
Lincoln National Corp
Pennsylvania
$239K +$32K +807 +16%
Janney Montgomery Scott
121
Janney Montgomery Scott
Pennsylvania
$234K +$231K +5,837 New
CF
122
Centaurus Financial
California
$228K -$18.8K -475 -8%
PWAG
123
Polaris Wealth Advisory Group
California
$225K +$7.88K +199 +4%
JFA
124
JNBA Financial Advisors
Minnesota
$223K -$21.4K -541 -9%
CAAS
125
Capital Asset Advisory Services
Michigan
$217K +$210K +5,308 New