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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWCM
101
Godshalk Welsh Capital Management
Pennsylvania
$331K +$35.9K +875 +12%
AF
102
Advisornet Financial
Minnesota
$327K -$18.2K -445 -5%
CG
103
CFO4Life Group
Texas
$326K
AWM
104
Adams Wealth Management
Utah
$318K +$317K +7,745 New
FSG
105
Financial Strategies Group
Michigan
$312K +$21.9K +535 +8%
BCI
106
Brinker Capital Investments
Pennsylvania
$308K
TPWA
107
TRUE Private Wealth Advisors
Oregon
$307K -$6.03K -147 -2%
FHA
108
Flagship Harbor Advisors
Massachusetts
$307K +$140K +3,420 +84%
MPPLM
109
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$306K -$5.9K -144 -2%
AFP
110
Ausdal Financial Partners
Iowa
$305K +$305K +7,436 New
PA
111
PFG Advisors
Arizona
$293K
W
112
Wealthquest
Ohio
$291K -$37.1K -904 -11%
ATPW
113
Ashton Thomas Private Wealth
Arizona
$288K +$48.7K +1,188 +20%
FFA
114
Founders Financial Alliance
North Carolina
$278K +$278K +6,773 New
TFA
115
TPG Financial Advisors
Oregon
$275K +$20.8K +507 +8%
HighTower Advisors
116
HighTower Advisors
Illinois
$264K +$451 +11 +0.2%
AWM
117
Alterna Wealth Management
Texas
$257K -$11.9K -290 -4%
AIP
118
Ahrens Investment Partners
Louisiana
$252K -$17.2K -420 -6%
IA
119
IFP Advisors
Florida
$249K +$22.3K +543 +10%
CWM
120
Cahaba Wealth Management
Georgia
$246K -$140K -3,407 -36%
GIP
121
Greatmark Investment Partners
Georgia
$246K
BC
122
Brio Consultants
California
$243K -$40.7K -992 -14%
CAS
123
Cascadia Advisory Services
Oregon
$239K -$76.4K -1,863 -24%
VWM
124
Vigilare Wealth Management
Arizona
$238K -$13.9K -339 -6%
ASN
125
Advisory Services Network
Georgia
$229K -$82 -2 -0%