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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
101
Lido Advisors
California
$477K +$639 +16 +0.1%
TPWA
102
TRUE Private Wealth Advisors
Oregon
$476K -$299K -7,477 -39%
CCFM
103
Clear Creek Financial Management
Washington
$475K +$46.1K +1,154 +11%
SOS
104
Silver Oak Securities
Tennessee
$463K +$1.48K +37 +0.3%
IWC
105
Integrated Wealth Concepts
Massachusetts
$463K -$13.9K -347 -3%
AWM
106
Adams Wealth Management
Utah
$456K +$16.7K +418 +4%
AWM
107
Avior Wealth Management
Nebraska
$452K +$1.32K +33 +0.3%
SI
108
SimpliFi Inc
California
$447K +$93K +2,330 +27%
SWP
109
Stratos Wealth Partners
Ohio
$424K -$5.79K -145 -1%
HWM
110
Heirloom Wealth Management
Colorado
$416K -$58.5K -1,465 -12%
FAAM
111
First Ascent Asset Management
Colorado
$416K +$70.1K +1,756 +21%
ACS
112
Archford Capital Strategies
Illinois
$416K +$6.67K +167 +2%
SSC
113
Syverson Strege & Co
Iowa
$414K -$2.12K -53 -0.5%
GCM
114
Gallacher Capital Management
Colorado
$411K -$59.4K -1,488 -13%
LIG
115
Lokken Investment Group
Delaware
$410K
CI
116
CX Institutional
Indiana
$403K -$66.8K -1,673 -14%
MCM
117
Mendel Capital Management
Arkansas
$400K
CIAS
118
Capital Investment Advisory Services
North Carolina
$398K -$33.9K -849 -8%
CF
119
Centaurus Financial
California
$382K -$37.6K -943 -9%
VWA
120
Visionary Wealth Advisors
Illinois
$376K -$66.8K -1,674 -15%
CFGSD
121
Compass Financial Group (South Dakota)
South Dakota
$375K -$47.6K -1,192 -11%
FHC
122
First Heartland Consultants
Missouri
$364K
UW
123
Unique Wealth
Florida
$363K +$23K +575 +7%
AT
124
Arden Trust
Delaware
$351K
AAP
125
Arax Advisory Partners
Colorado
$340K +$17.8K +445 +6%