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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
APC
126
Aspire Private Capital
North Carolina
$54K +$55.6K +1,525 New
CCM
127
Cribstone Capital Management
Maine
$46K -$10.6K -290 -18%
Northwestern Mutual Wealth Management
128
Northwestern Mutual Wealth Management
Wisconsin
$44K +$45.2K +1,239 New
JFA
129
JNBA Financial Advisors
Minnesota
$41K +$41.8K +1,147 New
WA
130
WestEnd Advisors
North Carolina
$40K +$40.9K +1,122 New
PA
131
Parallel Advisors
California
$37K -$54.7K -1,500 -59%
OAJ
132
Ogorek Anthony Joseph
New York
$37K
WIM
133
Westside Investment Management
California
$35.7K +$36.5K +1,000 New
IF
134
Ironwood Financial
Arizona
$34K
SGS
135
Sterling Global Strategies
California
$33.5K +$34.2K +939 New
CAC
136
Certified Advisory Corp
Florida
$29K
MWA
137
Meridian Wealth Advisors
Texas
$27K +$28.1K +770 New
JWA
138
JFS Wealth Advisors
Pennsylvania
$24K -$1.97K -54 -7%
LPWM
139
Lake Point Wealth Management
Texas
$22K +$22.5K +618 New
PG
140
Patten Group
Tennessee
$21K -$1.64K -45 -7%
Fifth Third Bancorp
141
Fifth Third Bancorp
Ohio
$19K -$3.65K -100 -16%
SWM
142
SeaCrest Wealth Management
New York
$18K
CFGS
143
Concourse Financial Group Securities
Alabama
$18K +$19.1K +524 New
WAP
144
Wealthcare Advisory Partners
Pennsylvania
$17K
BOPW
145
Brandywine Oak Private Wealth
Pennsylvania
$11K +$11.9K +325 New
DWM
146
Doyle Wealth Management
Florida
$7K +$6.67K +183 New
NFG
147
Next Financial Group
Texas
$6K +$6.09K +167 New
WCM
148
WealthBridge Capital Management
Ohio
$6K +$6.38K +175 New
AIP
149
Ameritas Investment Partners
Nebraska
$5K
AWM
150
AllSquare Wealth Management
New York
$4K