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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CG
101
CFO4Life Group
Texas
$316K
CAS
102
Cascadia Advisory Services
Oregon
$306K +$297K +7,685 New
TPWA
103
TRUE Private Wealth Advisors
Oregon
$304K +$294K +7,625 +127,083%
MPPLM
104
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$303K +$8.57K +222 +3%
FPCP
105
Fort Point Capital Partners
California
$301K
BCI
106
Brinker Capital Investments
Pennsylvania
$299K -$39 -1 -0%
GWCM
107
Godshalk Welsh Capital Management
Pennsylvania
$287K +$5.79K +150 +2%
PA
108
PFG Advisors
Arizona
$286K -$37.2K -965 -12%
FSG
109
Financial Strategies Group
Michigan
$282K -$31.4K -815 -10%
BC
110
Brio Consultants
California
$276K -$24.9K -646 -9%
AIP
111
Ahrens Investment Partners
Louisiana
$262K -$1.54K -40 -0.6%
Citadel Advisors
112
Citadel Advisors
Florida
$261K -$12.5K -324 -5%
AWM
113
Alterna Wealth Management
Texas
$261K
HighTower Advisors
114
HighTower Advisors
Illinois
$256K -$1.35K -35 -0.5%
PWAG
115
Polaris Wealth Advisory Group
California
$256K +$247K +6,393 New
TFA
116
TPG Financial Advisors
Oregon
$247K +$14.5K +376 +6%
F
117
F3Logic
Minnesota
$245K -$65.5K -1,697 -22%
GWMIA
118
Global Wealth Management Investment Advisory
Florida
$245K -$53.5K -1,387 -18%
VWM
119
Vigilare Wealth Management
Arizona
$245K -$6.83K -177 -3%
CBFP
120
Cedar Brook Financial Partners
Ohio
$242K +$234K +6,071 New
GIP
121
Greatmark Investment Partners
Georgia
$239K
Janney Montgomery Scott
122
Janney Montgomery Scott
Pennsylvania
$237K +$3.86K +100 +2%
ATPW
123
Ashton Thomas Private Wealth
Arizona
$233K +$225K +5,832 New
PAM
124
Peak Asset Management
Colorado
$222K -$2.31K -60 -1%
ASN
125
Advisory Services Network
Georgia
$222K +$68.2K +1,767 +46%