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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWA
101
Archvest Wealth Advisors
California
$442K -$18K -459 -4%
IWC
102
Integrated Wealth Concepts
Massachusetts
$436K -$68.2K -1,740 -13%
SI
103
SimpliFi Inc
California
$414K +$2.35K +60 +0.5%
Citadel Advisors
104
Citadel Advisors
Florida
$409K -$761K -19,439 -64%
ASN
105
Advisory Services Network
Georgia
$397K +$425K +10,853 New
SWP
106
Stratos Wealth Partners
Ohio
$395K -$150K -3,839 -26%
AWE
107
Avidian Wealth Enterprises
Texas
$387K +$37K +945 +10%
SBL
108
Sargent Bickham Lagudis
Colorado
$386K
AAP
109
Arax Advisory Partners
Colorado
$382K -$4.66K -119 -1%
CF
110
Centaurus Financial
California
$378K +$187K +4,780 +86%
SPC
111
Sigma Planning Corp
Michigan
$376K +$17K +435 +4%
TWP
112
Tempus Wealth Planning
California
$375K +$401K +10,238 New
CC
113
Cypress Capital
Tennessee
$372K -$59.4K -1,516 -13%
ACS
114
Archford Capital Strategies
Illinois
$369K -$15K -383 -4%
MCM
115
Mendel Capital Management
Arkansas
$368K
CIAS
116
Capital Investment Advisory Services
North Carolina
$362K +$392 +10 +0.1%
HGERS
117
Householder Group Estate & Retirement Specialist
Arizona
$359K -$92.2K -2,355 -19%
OCM
118
One Capital Management
California
$357K +$168K +4,288 +78%
NA
119
NewEdge Advisors
Louisiana
$353K -$183K -4,675 -33%
AWM
120
Adams Wealth Management
Utah
$353K +$130K +3,315 +52%
MCWS
121
McKinley Carter Wealth Services
West Virginia
$351K -$19.3K -493 -5%
LIG
122
Lokken Investment Group
Delaware
$327K +$12.1K +310 +4%
CCFM
123
Clear Creek Financial Management
Washington
$325K -$13.2K -338 -4%
Truist Financial
124
Truist Financial
North Carolina
$324K +$6.42K +164 +2%
BHWM
125
Bay Harbor Wealth Management
Maryland
$320K