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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIA
101
Concurrent Investment Advisors
Florida
$694K +$39.6K +821 +6%
CTC
102
Central Trust Company
Missouri
$679K +$198K +4,101 +40%
SPIA
103
Steward Partners Investment Advisory
New York
$670K -$89.9K -1,865 -12%
GWM
104
Gilpin Wealth Management
Colorado
$669K +$39.9K +828 +6%
MCM
105
MAI Capital Management
Ohio
$664K -$32.5K -674 -5%
PW
106
Potentia Wealth
California
$655K +$376K +7,798 +129%
RL
107
Retireful LLC
Michigan
$651K +$662K +13,737 New
ASN
108
Advisory Services Network
Georgia
$636K -$12.5K -260 -2%
HNH
109
Hopwood Nicholas Hunter
$627K -$25.8K -535 -4%
SW
110
SteelPeak Wealth
California
$614K -$69.3K -1,438 -10%
LOWM
111
Laurel Oak Wealth Management
New Jersey
$608K -$98.7K -2,046 -14%
VWA
112
Visionary Wealth Advisors
Illinois
$605K +$51.3K +1,064 +9%
AWM
113
AE Wealth Management
Kansas
$596K -$29.2K -605 -5%
WFL
114
Wealth Forward LLC
North Dakota
$585K +$54.4K +1,127 +10%
Cerity Partners
115
Cerity Partners
New York
$583K +$332K +6,890 +127%
SWP
116
Summit Wealth Partners
Florida
$572K -$42.6K -884 -7%
AFM
117
Armstrong Fleming & Moore
District of Columbia
$570K
BFS
118
BridgePort Financial Solutions
Iowa
$565K +$48.5K +1,005 +9%
SPC
119
Sigma Planning Corp
Michigan
$552K -$134K -2,782 -19%
IF
120
Integrity Financial
Wyoming
$541K +$1.54K +32 +0.3%
SWP
121
Stratos Wealth Partners
Ohio
$537K +$13K +269 +2%
MWM
122
Mosley Wealth Management
California
$509K
MLFP
123
MPS Loria Financial Planners
Illinois
$508K +$8.44K +175 +2%
OIA
124
OneDigital Investment Advisors
Kansas
$505K +$96.6K +2,003 +23%
AFP
125
Ausdal Financial Partners
Iowa
$501K -$36.8K -763 -7%