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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
101
Stratos Wealth Partners
Ohio
$526K +$25.8K +555 +5%
IP
102
Investment Partners
Ohio
$494K +$38.4K +827 +9%
VWA
103
Visionary Wealth Advisors
Illinois
$491K +$112K +2,402 +30%
D
104
Dentgroup
Louisiana
$491K -$139K -3,000 -23%
SNWA
105
Siligmueller & Norvid Wealth Advisors
Illinois
$488K +$477K +10,255 New
AFP
106
Ausdal Financial Partners
Iowa
$476K -$118K -2,537 -20%
MLFP
107
MPS Loria Financial Planners
Illinois
$474K +$13.8K +297 +3%
CAPTRUST Financial Advisors
108
CAPTRUST Financial Advisors
North Carolina
$458K -$710K -15,281 -61%
AG
109
Ascent Group
Virginia
$454K +$60K +1,292 +16%
SG
110
StoneX Group
New York
$444K -$11.5K -247 -3%
FPCP
111
Fort Point Capital Partners
California
$442K -$30.9K -665 -7%
MCM
112
Mendel Capital Management
Arkansas
$442K
MAWA
113
Moss Adams Wealth Advisors
Washington
$440K +$3.3K +71 +0.8%
CTC
114
Central Trust Company
Missouri
$436K -$44.7K -962 -10%
GS
115
GWN Securities
Florida
$434K -$295K -6,351 -41%
HWM
116
Heirloom Wealth Management
Colorado
$429K -$24.1K -519 -5%
UCFA
117
United Capital Financial Advisors
Texas
$427K +$4K +86 +1%
WFL
118
Wealth Forward LLC
North Dakota
$427K +$8.5K +183 +2%
CF
119
Centaurus Financial
California
$421K +$2.32K +50 +0.6%
RFA
120
RTD Financial Advisors
Pennsylvania
$418K +$558 +12 +0.1%
OIA
121
OneDigital Investment Advisors
Kansas
$416K +$82.5K +1,776 +26%
FDCDDQ
122
Federation des caisses Desjardins du Quebec
Quebec, Canada
$412K -$137K -2,956 -25%
FHC
123
First Heartland Consultants
Missouri
$411K +$46.5K +1,000 +13%
SI
124
SimpliFi Inc
California
$395K -$6.09K -131 -2%
GM
125
GeoWealth Management
Illinois
$395K -$385K -8,290 -50%