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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
126
Avior Wealth Management
Nebraska
$352K -$89 -2 -0%
NP
127
NorthRock Partners
Minnesota
$350K +$45 +1 +0%
Goldman Sachs
128
Goldman Sachs
New York
$350K +$346K +7,764 New
ARC
129
Advisor Resource Council
Texas
$348K +$344K +7,716 New
ACA
130
Anchor Capital Advisors
Massachusetts
$343K
SFG
131
Sovereign Financial Group
Connecticut
$341K
BCI
132
Brinker Capital Investments
Pennsylvania
$338K -$958K -21,504 -74%
FFA
133
Founders Financial Alliance
North Carolina
$325K +$15.6K +350 +5%
LGA
134
Lebenthal Global Advisors
New York
$319K -$8.91K -200 -3%
CWC
135
Carolinas Wealth Consulting
North Carolina
$316K +$1.29K +29 +0.4%
ATPW
136
Ashton Thomas Private Wealth
Arizona
$306K +$303K +6,795 New
RSWM
137
Robertson Stephens Wealth Management
California
$304K
AIP
138
Ahrens Investment Partners
Louisiana
$296K -$6.51K -146 -2%
BA
139
Bluesphere Advisors
Pennsylvania
$295K -$891 -20 -0.3%
ODG
140
O'Dell Group
Ohio
$295K +$535 +12 +0.2%
AWM
141
Adams Wealth Management
Utah
$294K +$20.8K +466 +8%
HCM
142
Hollencrest Capital Management
California
$294K +$291K +6,533 New
SWA
143
SOA Wealth Advisors
New York
$292K -$10.7K -240 -4%
SI
144
SimpliFi Inc
California
$290K +$287K +6,441 New
PWAG
145
Polaris Wealth Advisory Group
California
$284K -$22.3K -501 -7%
CBFP
146
Cedar Brook Financial Partners
Ohio
$282K +$713 +16 +0.3%
CCFM
147
Clear Creek Financial Management
Washington
$275K +$272K +6,104 New
KWM
148
Kingsview Wealth Management
Oregon
$273K +$22K +494 +9%
GIP
149
Greatmark Investment Partners
Georgia
$270K
TSS
150
Two Sigma Securities
New York
$260K +$257K +5,770 New