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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FMN
101
Financial Management Network
California
$474K -$5.75K -129 -1%
SBL
102
Sargent Bickham Lagudis
Colorado
$474K
MML Investors Services
103
MML Investors Services
Massachusetts
$471K +$20.4K +458 +5%
LIG
104
Lokken Investment Group
Delaware
$436K +$758 +17 +0.2%
MIC
105
Means Investment Company
Maine
$434K -$108K -2,429 -20%
AF
106
Advisornet Financial
Minnesota
$433K +$4.46K +100 +1%
OAM
107
Occidental Asset Management
California
$417K +$20.1K +450 +5%
MCWS
108
McKinley Carter Wealth Services
West Virginia
$413K +$6.95K +156 +2%
WP
109
WealthPLAN Partners
Nebraska
$412K +$8.11K +182 +2%
HAS
110
HBW Advisory Services
California
$405K +$9.31K +209 +2%
CAG
111
Compass Advisory Group
New York
$402K -$338K -7,575 -46%
AWA
112
Acorn Wealth Advisors
Michigan
$398K -$4.19K -94 -1%
BHWM
113
Bay Harbor Wealth Management
Maryland
$390K -$43.6K -978 -10%
GWCM
114
Godshalk Welsh Capital Management
Pennsylvania
$389K +$4.72K +106 +1%
FHC
115
First Heartland Consultants
Missouri
$389K +$385K +8,634 New
FDCDDQ
116
Federation des caisses Desjardins du Quebec
Quebec, Canada
$382K +$297K +6,668 +366%
Truist Financial
117
Truist Financial
North Carolina
$376K +$20.7K +464 +6%
Thrivent Financial for Lutherans
118
Thrivent Financial for Lutherans
Minnesota
$371K
MSFS
119
Main Street Financial Solutions
Pennsylvania
$371K +$3.12K +70 +0.9%
W
120
Wealthquest
Ohio
$370K -$14.5K -326 -4%
VWM
121
Vigilare Wealth Management
Arizona
$368K +$87.5K +1,963 +32%
Bank of Montreal
122
Bank of Montreal
Ontario, Canada
$366K +$303K +6,796 +513%
CAPTRUST Financial Advisors
123
CAPTRUST Financial Advisors
North Carolina
$361K -$535 -12 -0.1%
CG
124
CFO4Life Group
Texas
$357K
FSG
125
Financial Strategies Group
Michigan
$355K -$15.3K -343 -4%