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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
101
Capital Investment Advisory Services
North Carolina
$504K -$131 -3 -0%
Stifel Financial
102
Stifel Financial
Missouri
$496K +$3.83K +88 +0.8%
FMN
103
Financial Management Network
California
$473K +$70.2K +1,612 +18%
CPWM
104
Cardinal Point Wealth Management
California
$461K
SBL
105
Sargent Bickham Lagudis
Colorado
$459K
CF
106
Centaurus Financial
California
$455K +$293K +6,742 +183%
MML Investors Services
107
MML Investors Services
Massachusetts
$436K -$31.5K -723 -7%
LIG
108
Lokken Investment Group
Delaware
$421K -$31.6K -725 -7%
BHWM
109
Bay Harbor Wealth Management
Maryland
$420K -$5.27K -121 -1%
AF
110
Advisornet Financial
Minnesota
$415K -$1.87K -43 -0.4%
WP
111
WealthPLAN Partners
Nebraska
$394K -$104K -2,400 -21%
MCWS
112
McKinley Carter Wealth Services
West Virginia
$392K +$187K +4,300 +92%
AWA
113
Acorn Wealth Advisors
Michigan
$389K +$128K +2,936 +49%
OAM
114
Occidental Asset Management
California
$384K -$11.8K -270 -3%
HAS
115
HBW Advisory Services
California
$382K +$382K +8,777 New
W
116
Wealthquest
Ohio
$372K +$76.3K +1,754 +26%
GWCM
117
Godshalk Welsh Capital Management
Pennsylvania
$370K +$5.44K +125 +1%
FSG
118
Financial Strategies Group
Michigan
$358K +$11.8K +271 +3%
MSFS
119
Main Street Financial Solutions
Pennsylvania
$355K -$16.9K -388 -5%
IA
120
IFP Advisors
Florida
$354K +$65.6K +1,507 +23%
CAPTRUST Financial Advisors
121
CAPTRUST Financial Advisors
North Carolina
$350K -$192K -4,412 -35%
CG
122
CFO4Life Group
Texas
$346K
Truist Financial
123
Truist Financial
North Carolina
$343K -$8.81M -202,474 -96%
SFG
124
Sovereign Financial Group
Connecticut
$341K +$340K +7,820 New
AWM
125
Avior Wealth Management
Nebraska
$340K +$522 +12 +0.2%