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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
101
Mariner
Kansas
$677K -$16.8K -352 -2%
CIA
102
Concurrent Investment Advisors
Florida
$660K +$34.1K +713 +5%
HNH
103
Hopwood Nicholas Hunter
$658K +$659K +13,777 New
ASN
104
Advisory Services Network
Georgia
$653K +$283K +5,919 +76%
GWM
105
Gilpin Wealth Management
Colorado
$635K +$636K +13,303 New
AWM
106
AE Wealth Management
Kansas
$630K -$634K -13,258 -50%
SWP
107
Summit Wealth Partners
Florida
$619K +$25.5K +534 +4%
AFM
108
Armstrong Fleming & Moore
District of Columbia
$575K
VWA
109
Visionary Wealth Advisors
Illinois
$559K +$66K +1,381 +13%
IF
110
Integrity Financial
Wyoming
$544K -$1.48K -31 -0.3%
AFP
111
Ausdal Financial Partners
Iowa
$541K +$64.1K +1,340 +13%
WFL
112
Wealth Forward LLC
North Dakota
$536K +$108K +2,258 +25%
SWP
113
Stratos Wealth Partners
Ohio
$528K +$48 +1 +0%
CCFM
114
Clear Creek Financial Management
Washington
$526K -$91.4K -1,911 -15%
BFS
115
BridgePort Financial Solutions
Iowa
$521K -$26.1K -546 -5%
RWA
116
Redhawk Wealth Advisors
Minnesota
$518K +$311K +6,503 +150%
WC
117
Waterloo Capital
Texas
$515K -$13.7K -286 -3%
MWM
118
Mosley Wealth Management
California
$510K +$512K +10,708 New
MLFP
119
MPS Loria Financial Planners
Illinois
$504K +$28.5K +596 +6%
IP
120
Investment Partners
Ohio
$503K +$7.74K +162 +2%
D
121
Dentgroup
Louisiana
$492K
CTC
122
Central Trust Company
Missouri
$488K +$51.3K +1,074 +12%
UCFA
123
United Capital Financial Advisors
Texas
$466K +$37.7K +788 +9%
FDCDDQ
124
Federation des caisses Desjardins du Quebec
Quebec, Canada
$465K +$52.3K +1,095 +13%
PGF
125
Plan Group Financial
Oklahoma
$458K -$121K -2,533 -21%