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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AG
126
Ascent Group
Virginia
$563K +$54.8K +1,116 +11%
SWP
127
Stratos Wealth Partners
Ohio
$557K -$8.11K -165 -1%
OIA
128
OneDigital Investment Advisors
Kansas
$552K +$20.1K +409 +4%
LOWM
129
Laurel Oak Wealth Management
New Jersey
$545K -$93.7K -1,908 -15%
CCFM
130
Clear Creek Financial Management
Washington
$544K +$21.7K +442 +4%
BFS
131
BridgePort Financial Solutions
Iowa
$542K -$52.2K -1,063 -9%
IP
132
Investment Partners
Ohio
$529K +$3.19K +65 +0.6%
IF
133
Integrity Financial
Wyoming
$527K -$41.9K -853 -7%
Bessemer Group
134
Bessemer Group
New Jersey
$525K +$517K +10,525 New
HWM
135
Heirloom Wealth Management
Colorado
$522K +$17.7K +361 +4%
EH
136
Equitable Holdings
New York
$519K -$356K -7,238 -41%
CF
137
Centaurus Financial
California
$517K +$2.95K +60 +0.6%
WAP
138
Wealthcare Advisory Partners
Pennsylvania
$506K +$64.2K +1,307 +15%
MAWA
139
Moss Adams Wealth Advisors
Washington
$469K +$1.57K +32 +0.3%
SI
140
SimpliFi Inc
California
$466K +$12.4K +252 +3%
MCM
141
Mendel Capital Management
Arkansas
$463K
FHC
142
First Heartland Consultants
Missouri
$446K +$29.3K +596 +7%
IAS
143
IMA Advisory Services
Colorado
$443K +$280K +5,693 +178%
CPG
144
Cornerstone Planning Group
New Jersey
$430K +$104K +2,125 +32%
RFA
145
RTD Financial Advisors
Pennsylvania
$419K +$11.3K +231 +3%
BHWM
146
Bay Harbor Wealth Management
Maryland
$407K
TWP
147
Tempus Wealth Planning
California
$405K -$71.8K -1,462 -15%
FDCDDQ
148
Federation des caisses Desjardins du Quebec
Quebec, Canada
$404K
UBS AM
149
UBS AM
Illinois
$403K
VAS
150
Vestmark Advisory Solutions
Massachusetts
$403K