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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
126
JP Morgan Chase
New York
$60K -$15.2K -390 -20%
PCFFS
127
Pacific Center for Financial Services
California
$59K -$12.6K -324 -18%
TFGT
128
TS Financial Group (TSFG)
Illinois
$55K -$38.9K -1,000 -42%
RIA
129
Realta Investment Advisors
Delaware
$53K +$389 +10 +0.8%
APC
130
Aspire Private Capital
North Carolina
$49K -$8.02K -206 -14%
JWA
131
JFS Wealth Advisors
Pennsylvania
$48K
William Blair & Company
132
William Blair & Company
Illinois
$41K
IF
133
Ironwood Financial
Arizona
$38K
FDCDDQ
134
Federation des caisses Desjardins du Quebec
Quebec, Canada
$33.4K +$3.9K +100 +13%
CAC
135
Certified Advisory Corp
Florida
$32K
TF
136
TimeScale Financial
Massachusetts
$30K
CFD
137
Creative Financial Designs
Indiana
$23K +$15.8K +406 +222%
GSWM
138
Golden State Wealth Management
California
$18K
LWM
139
Liberty Wealth Management
California
$17K -$19.9K -511 -55%
ASN
140
Advisory Services Network
Georgia
$15K
LFG
141
Larson Financial Group
Missouri
$14K +$13.5K +347 New
PA
142
Parallel Advisors
California
$9K
CFGS
143
Concourse Financial Group Securities
Alabama
$8K -$20.4K -524 -72%
NFG
144
Next Financial Group
Texas
$7K
GI
145
Gradient Investments
Minnesota
$7K +$6.62K +170 New
NSIM
146
North Star Investment Management
Illinois
$7K +$6.82K +175 New
GAM
147
Gemmer Asset Management
California
$6K +$39 +1 +0.7%
AIP
148
Ameritas Investment Partners
Nebraska
$5K -$974 -25 -15%
AWM
149
AllSquare Wealth Management
New York
$5K
CJA
150
C-J Advisory
California
$3K