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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NWM
101
Northwest Wealth Management
Iowa
$475K -$123K -3,134 -21%
IWC
102
Integrated Wealth Concepts
Massachusetts
$470K +$5.93K +151 +1%
Lido Advisors
103
Lido Advisors
California
$469K +$463K +11,777 New
AWA
104
Archvest Wealth Advisors
California
$469K -$825 -21 -0.2%
HWM
105
Heirloom Wealth Management
Colorado
$469K +$172K +4,385 +59%
CI
106
CX Institutional
Indiana
$466K -$21.6K -550 -5%
GCM
107
Gallacher Capital Management
Colorado
$465K -$59.1K -1,505 -11%
AWE
108
Avidian Wealth Enterprises
Texas
$458K +$44.9K +1,142 +11%
SOS
109
Silver Oak Securities
Tennessee
$455K +$448K +11,411 New
AWM
110
Avior Wealth Management
Nebraska
$445K -$39.9K -1,016 -8%
VWA
111
Visionary Wealth Advisors
Illinois
$438K +$26K +662 +6%
AWM
112
Adams Wealth Management
Utah
$434K -$1.69K -43 -0.4%
CIAS
113
Capital Investment Advisory Services
North Carolina
$426K
SWP
114
Stratos Wealth Partners
Ohio
$424K -$5.82K -148 -1%
CCFM
115
Clear Creek Financial Management
Washington
$423K +$21.3K +542 +5%
CFGSD
116
Compass Financial Group (South Dakota)
South Dakota
$418K -$78.4K -1,995 -16%
SPC
117
Sigma Planning Corp
Michigan
$416K +$2.4K +61 +0.6%
CF
118
Centaurus Financial
California
$414K -$589 -15 -0.1%
SSC
119
Syverson Strege & Co
Iowa
$410K +$25.1K +640 +7%
LIG
120
Lokken Investment Group
Delaware
$404K -$22.4K -569 -5%
ACS
121
Archford Capital Strategies
Illinois
$401K +$2.44K +62 +0.6%
MCM
122
Mendel Capital Management
Arkansas
$395K -$6.09K -155 -2%
Carson Wealth (CWM LLC)
123
Carson Wealth (CWM LLC)
Nebraska
$376K -$414K -10,546 -53%
RFA
124
RTD Financial Advisors
Pennsylvania
$374K -$629 -16 -0.2%
FHC
125
First Heartland Consultants
Missouri
$359K -$172K -4,371 -33%