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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWA
101
Archvest Wealth Advisors
California
$554K +$552K +12,181 New
AAP
102
Arax Advisory Partners
Colorado
$539K +$9.52K +210 +2%
PA
103
PFG Advisors
Arizona
$531K +$529K +11,668 New
GWAG
104
Garrett Wealth Advisory Group
Texas
$527K
Legacy Financial Group (Iowa)
105
Legacy Financial Group (Iowa)
Iowa
$526K -$344K -7,577 -39%
VWA
106
Visionary Wealth Advisors
Illinois
$526K +$3.67K +81 +0.7%
CC
107
Cypress Capital
Tennessee
$526K +$524K +11,561 New
IA
108
IFP Advisors
Florida
$524K +$89.4K +1,972 +21%
EIG
109
Ellenbecker Investment Group
Wisconsin
$517K +$516K +11,388 New
Citadel Advisors
110
Citadel Advisors
Florida
$516K +$514K +11,340 New
CIAS
111
Capital Investment Advisory Services
North Carolina
$505K -$4.67K -103 -0.9%
DWM
112
Darwin Wealth Management
Florida
$494K -$188K -4,154 -27%
SI
113
SimpliFi Inc
California
$494K +$186K +4,112 +61%
CWM
114
Cahaba Wealth Management
Georgia
$483K +$3.58K +79 +0.7%
SBL
115
Sargent Bickham Lagudis
Colorado
$479K
AA
116
Advisory Alpha
Michigan
$470K +$469K +10,345 New
SPC
117
Sigma Planning Corp
Michigan
$467K +$363 +8 +0.1%
AF
118
Advisornet Financial
Minnesota
$467K +$18.1K +399 +4%
MCM
119
Mendel Capital Management
Arkansas
$457K +$456K +10,055 New
HAS
120
HBW Advisory Services
California
$456K +$46.4K +1,023 +11%
LIG
121
Lokken Investment Group
Delaware
$453K
FMN
122
Financial Management Network
California
$441K -$41.1K -906 -9%
GWCM
123
Godshalk Welsh Capital Management
Pennsylvania
$421K +$25.3K +557 +6%
MCWS
124
McKinley Carter Wealth Services
West Virginia
$417K -$23.5K -518 -5%
SSC
125
Syverson Strege & Co
Iowa
$412K -$89.5K -1,974 -18%