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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
D
101
Dentgroup
Louisiana
$613K
CCFM
102
Clear Creek Financial Management
Washington
$610K -$25.5K -578 -4%
MCC
103
Money Concepts Capital
Florida
$590K +$566K +12,818 New
AFP
104
Ausdal Financial Partners
Iowa
$577K -$92.3K -2,090 -14%
IF
105
Integrity Financial
Wyoming
$574K -$36.3K -821 -6%
Mariner
106
Mariner
Kansas
$573K +$54.2K +1,226 +11%
CIA
107
Concurrent Investment Advisors
Florida
$563K +$540K +12,229 New
AFM
108
Armstrong Fleming & Moore
District of Columbia
$554K +$532K +12,042 New
RA
109
RFG Advisory
Alabama
$542K +$4.9K +111 +1%
FDCDDQ
110
Federation des caisses Desjardins du Quebec
Quebec, Canada
$535K +$108K +2,454 +27%
BFS
111
BridgePort Financial Solutions
Iowa
$514K +$6.98K +158 +1%
IAS
112
IMA Advisory Services
Colorado
$498K +$82K +1,857 +20%
SWP
113
Stratos Wealth Partners
Ohio
$484K +$11.1K +252 +2%
CTC
114
Central Trust Company
Missouri
$466K -$39.1K -886 -8%
FPCP
115
Fort Point Capital Partners
California
$458K -$20.7K -468 -4%
MLFP
116
MPS Loria Financial Planners
Illinois
$445K +$72.1K +1,631 +20%
SG
117
StoneX Group
New York
$441K -$36.3K -822 -8%
IP
118
Investment Partners
Ohio
$440K +$2.43K +55 +0.6%
HWM
119
Heirloom Wealth Management
Colorado
$439K +$43.3K +981 +11%
MCM
120
Mendel Capital Management
Arkansas
$427K
MAWA
121
Moss Adams Wealth Advisors
Washington
$423K +$1.55K +35 +0.4%
UCFA
122
United Capital Financial Advisors
Texas
$409K -$7.29K -165 -2%
CF
123
Centaurus Financial
California
$405K +$10.2K +230 +3%
WFL
124
Wealth Forward LLC
North Dakota
$404K -$751 -17 -0.2%
RFA
125
RTD Financial Advisors
Pennsylvania
$404K +$353 +8 +0.1%