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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FMN
101
Financial Management Network
California
$473K +$4.76K +105 +1%
SBL
102
Sargent Bickham Lagudis
Colorado
$471K
CWM
103
Cahaba Wealth Management
Georgia
$471K +$276K +6,078 +136%
WAS
104
Wealth Advisory Solutions
Indiana
$464K -$26.6K -587 -5%
EA
105
Efficient Advisors
Ohio
$459K -$81.4K -1,795 -15%
SPC
106
Sigma Planning Corp
Michigan
$459K -$78.4K -1,728 -14%
LIG
107
Lokken Investment Group
Delaware
$445K +$12K +265 +3%
AF
108
Advisornet Financial
Minnesota
$442K +$11.6K +256 +3%
MCWS
109
McKinley Carter Wealth Services
West Virginia
$433K +$23.9K +526 +6%
IA
110
IFP Advisors
Florida
$427K -$326K -7,185 -43%
WP
111
WealthPLAN Partners
Nebraska
$413K
Stifel Financial
112
Stifel Financial
Missouri
$408K -$175K -3,850 -30%
MIC
113
Means Investment Company
Maine
$406K -$24.9K -550 -6%
AWA
114
Acorn Wealth Advisors
Michigan
$406K +$10.9K +241 +3%
Truist Financial
115
Truist Financial
North Carolina
$404K +$31.2K +688 +8%
HAS
116
HBW Advisory Services
California
$403K +$635 +14 +0.2%
OAM
117
Occidental Asset Management
California
$401K -$13.6K -300 -3%
GWCM
118
Godshalk Welsh Capital Management
Pennsylvania
$389K +$4.54K +100 +1%
BHWM
119
Bay Harbor Wealth Management
Maryland
$386K -$2K -44 -0.5%
Bank of Montreal
120
Bank of Montreal
Ontario, Canada
$370K +$2.49K +55 +0.7%
FSG
121
Financial Strategies Group
Michigan
$368K +$15.1K +333 +4%
CAPTRUST Financial Advisors
122
CAPTRUST Financial Advisors
North Carolina
$367K +$8.03K +177 +2%
W
123
Wealthquest
Ohio
$355K -$12.7K -279 -3%
CG
124
CFO4Life Group
Texas
$355K
Thrivent Financial for Lutherans
125
Thrivent Financial for Lutherans
Minnesota
$353K