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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWAG
126
Polaris Wealth Advisory Group
California
$223K -$39.2K -956 -15%
IAIM
127
International Assets Investment Management
Florida
$223K +$410 +10 +0.2%
HPC
128
Hobart Private Capital
North Carolina
$218K +$218K +5,312 New
SFWA
129
Summit Financial Wealth Advisors
Louisiana
$213K +$214K +5,233 New
BAM
130
Belpointe Asset Management
Nevada
$210K +$32K +780 +18%
OIA
131
OneDigital Investment Advisors
Kansas
$205K +$205K +5,000 New
PNC Financial Services Group
132
PNC Financial Services Group
Pennsylvania
$204K -$1.22M -29,770 -86%
JAWM
133
J. Arnold Wealth Management
Ohio
$191K -$23.4K -572 -11%
Northwestern Mutual Wealth Management
134
Northwestern Mutual Wealth Management
Wisconsin
$172K +$172K +4,187 New
CF
135
Centaurus Financial
California
$165K +$53.8K +1,313 +49%
TFS
136
TrustCore Financial Services
Tennessee
$152K
BBA
137
Braun-Bostich & Associates
Pennsylvania
$150K -$21.4K -523 -13%
OIA
138
Optimum Investment Advisors
Illinois
$149K +$46.8K +1,142 +46%
LFG
139
LifePlan Financial Group
Ohio
$139K +$4.3K +105 +3%
APWA
140
Atlas Private Wealth Advisors
New Jersey
$131K -$6.43K -157 -5%
FDCDDQ
141
Federation des caisses Desjardins du Quebec
Quebec, Canada
$123K
RFWA
142
RPg Family Wealth Advisory
Massachusetts
$118K
Carson Wealth (CWM LLC)
143
Carson Wealth (CWM LLC)
Nebraska
$101K
PCFFS
144
Pacific Center for Financial Services
California
$94K +$410 +10 +0.4%
SFS
145
Sowell Financial Services
Arkansas
$88K +$205 +5 +0.2%
APA
146
American Portfolios Advisors
New York
$83.7K -$525K -12,804 -86%
JFA
147
JNBA Financial Advisors
Minnesota
$83K -$5.12K -125 -6%
PFA
148
Professional Financial Advisors
Nebraska
$78K +$78.6K +1,918 New
PCWA
149
Pacific Capital Wealth Advisors
California
$76K +$75.8K +1,850 New
PA
150
Parallel Advisors
California
$75K