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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPWM
101
Cardinal Point Wealth Management
California
$456K +$446K +10,590 New
SBL
102
Sargent Bickham Lagudis
Colorado
$455K
LIG
103
Lokken Investment Group
Delaware
$449K +$438K +10,395 New
SSC
104
Syverson Strege & Co
Iowa
$436K +$424K +10,082 New
BHWM
105
Bay Harbor Wealth Management
Maryland
$422K -$84.2K -2,001 -17%
AF
106
Advisornet Financial
Minnesota
$413K +$67K +1,592 +20%
CCFM
107
Clear Creek Financial Management
Washington
$406K +$396K +9,400 New
FMN
108
Financial Management Network
California
$395K +$380K +9,027 New
OAM
109
Occidental Asset Management
California
$392K -$19.3K -459 -5%
KA
110
Kovack Advisors
Florida
$375K +$1.01K +24 +0.3%
MSFS
111
Main Street Financial Solutions
Pennsylvania
$369K +$360K +8,544 New
GWCM
112
Godshalk Welsh Capital Management
Pennsylvania
$362K +$12.6K +300 +4%
ATPW
113
Ashton Thomas Private Wealth
Arizona
$360K +$54.9K +1,303 +19%
KWM
114
Kingsview Wealth Management
Oregon
$353K +$344K +8,182 New
FSG
115
Financial Strategies Group
Michigan
$344K +$14.6K +346 +5%
CG
116
CFO4Life Group
Texas
$343K
AWM
117
Avior Wealth Management
Nebraska
$337K -$35.2K -837 -10%
Thrivent Financial for Lutherans
118
Thrivent Financial for Lutherans
Minnesota
$332K
ACA
119
Anchor Capital Advisors
Massachusetts
$329K -$127K -3,015 -28%
SWA
120
SOA Wealth Advisors
New York
$313K +$301K +7,139 New
FHA
121
Flagship Harbor Advisors
Massachusetts
$311K -$12.6K -300 -4%
CWC
122
Carolinas Wealth Consulting
North Carolina
$309K -$100K -2,375 -25%
HPC
123
Hobart Private Capital
North Carolina
$304K +$73K +1,733 +33%
ODG
124
O'Dell Group
Ohio
$297K +$289K +6,870 New
PWAG
125
Polaris Wealth Advisory Group
California
$296K +$57.7K +1,370 +25%