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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TFA
126
TPG Financial Advisors
Oregon
$215K +$212K +5,349 New
VFA
127
Voya Financial Advisors
Connecticut
$206K -$33K -832 -14%
EBT
128
Enterprise Bank & Trust
Massachusetts
$203K -$19.4K -491 -9%
RFWA
129
RPg Family Wealth Advisory
Massachusetts
$203K -$70.7K -1,785 -26%
AIA
130
Arbor Investment Advisors
North Carolina
$202K +$199K +5,029 New
CFG
131
CMC Financial Group
Georgia
$201K +$198K +4,998 New
AWM
132
Avior Wealth Management
Nebraska
$188K -$3.21K -81 -2%
TPWA
133
TRUE Private Wealth Advisors
Oregon
$175K -$99.7K -2,518 -37%
LFG
134
LifePlan Financial Group
Ohio
$171K
BAM
135
Belpointe Asset Management
Nevada
$171K +$62.3K +1,574 +58%
ACM
136
Anfield Capital Management
California
$158K +$154K +3,885 New
BBA
137
Braun-Bostich & Associates
Pennsylvania
$154K +$151K +3,814 New
ASN
138
Advisory Services Network
Georgia
$142K +$124K +3,138 +792%
IA
139
IFP Advisors
Florida
$137K -$47.2K -1,192 -26%
S
140
SignatureFD
Georgia
$126K -$6.54K -165 -5%
Deutsche Bank
141
Deutsche Bank
Germany
$118K +$32.5K +821 +38%
AF
142
Advisornet Financial
Minnesota
$105K -$3.76K -95 -3%
FDCDDQ
143
Federation des caisses Desjardins du Quebec
Quebec, Canada
$104K +$68.8K +1,736 +204%
Carson Wealth (CWM LLC)
144
Carson Wealth (CWM LLC)
Nebraska
$101K
CIAS
145
Capital Investment Advisory Services
North Carolina
$96K -$1.31K -33 -1%
SFS
146
Sowell Financial Services
Arkansas
$91K +$15.1K +382 +20%
AIC
147
Ameritas Investment Company
Nebraska
$80K +$6.1K +154 +8%
OIA
148
Optimum Investment Advisors
Illinois
$78K +$832 +21 +1%
WP
149
WealthShield Partners
North Carolina
$65K
CCM
150
Cribstone Capital Management
Maine
$63K