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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FPCP
101
Fort Point Capital Partners
California
$277K +$28.2K +721 +11%
BCI
102
Brinker Capital Investments
Pennsylvania
$276K -$2.47K -63 -0.8%
MPPLM
103
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$271K -$20.8K -530 -7%
GWCM
104
Godshalk Welsh Capital Management
Pennsylvania
$259K
Citadel Advisors
105
Citadel Advisors
Florida
$253K +$269K +6,880 New
SFWA
106
Summit Financial Wealth Advisors
Louisiana
$250K
AIP
107
Ahrens Investment Partners
Louisiana
$242K -$60.5K -1,545 -19%
AWM
108
Alterna Wealth Management
Texas
$241K
HighTower Advisors
109
HighTower Advisors
Illinois
$236K -$46.8K -1,196 -16%
VWM
110
Vigilare Wealth Management
Arizona
$232K -$32K -816 -11%
TFS
111
TrustCore Financial Services
Tennessee
$232K +$247K +6,307 New
GIP
112
Greatmark Investment Partners
Georgia
$220K
LNC
113
Lincoln National Corp
Pennsylvania
$219K
Janney Montgomery Scott
114
Janney Montgomery Scott
Pennsylvania
$214K
TFA
115
TPG Financial Advisors
Oregon
$214K +$18.3K +467 +9%
PAM
116
Peak Asset Management
Colorado
$207K +$221K +5,635 New
FHC
117
First Heartland Consultants
Missouri
$204K -$41.5K -1,060 -16%
RFM
118
Royal Fund Management
Florida
$203K +$174K +4,433 +401%
William Blair & Company
119
William Blair & Company
Illinois
$175K +$145K +3,701 +350%
AWM
120
Avior Wealth Management
Nebraska
$173K +$1.14K +29 +0.6%
BAM
121
Belpointe Asset Management
Nevada
$151K -$5.64K -144 -3%
OAM
122
Oppenheimer Asset Management
New York
$145K -$89.9K -2,296 -37%
CF
123
Centaurus Financial
California
$142K -$71.2K -1,817 -32%
RFWA
124
RPg Family Wealth Advisory
Massachusetts
$142K -$47K -1,200 -24%
BBA
125
Braun-Bostich & Associates
Pennsylvania
$140K +$2.78K +71 +2%