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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Deutsche Bank
126
Deutsche Bank
Germany
$67K +$55.2K +1,442 +482%
CCM
127
Cribstone Capital Management
Maine
$65K +$9.18K +240 +17%
WP
128
WealthShield Partners
North Carolina
$63K
APC
129
Aspire Private Capital
North Carolina
$57K
RIA
130
Realta Investment Advisors
Delaware
$52K +$230 +6 +0.5%
JWA
131
JFS Wealth Advisors
Pennsylvania
$48K +$19.9K +520 +73%
William Blair & Company
132
William Blair & Company
Illinois
$41K
WIM
133
Westside Investment Management
California
$39K +$38.3K +1,000 New
IF
134
Ironwood Financial
Arizona
$38K
LWM
135
Liberty Wealth Management
California
$37K +$35.8K +936 New
CAC
136
Certified Advisory Corp
Florida
$32K
TF
137
TimeScale Financial
Massachusetts
$30K +$29K +759 New
FDCDDQ
138
Federation des caisses Desjardins du Quebec
Quebec, Canada
$29.3K +$28.7K +750 New
CFGS
139
Concourse Financial Group Securities
Alabama
$28K
GSWM
140
Golden State Wealth Management
California
$17K
ASN
141
Advisory Services Network
Georgia
$15K +$12.2K +320 +421%
MWM
142
Mascoma Wealth Management
New Hampshire
$12K +$11.9K +311 New
PA
143
Parallel Advisors
California
$9K -$31.1K -812 -78%
LPWM
144
Lake Point Wealth Management
Texas
$8K
CFD
145
Creative Financial Designs
Indiana
$7K
NFG
146
Next Financial Group
Texas
$7K +$6.39K +167 New
DWM
147
Doyle Wealth Management
Florida
$7K +$7.08K +185 New
AIP
148
Ameritas Investment Partners
Nebraska
$6K +$38 +1 +0.6%
GAM
149
Gemmer Asset Management
California
$6K +$5.59K +146 New
CTC
150
Central Trust Company
Missouri
$6K +$5.74K +150 New