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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OAM
126
Occidental Asset Management
California
$405K -$2.72K -60 -0.7%
EA
127
Efficient Advisors
Ohio
$401K -$65.9K -1,453 -14%
VWM
128
Vigilare Wealth Management
Arizona
$400K -$96.3K -2,125 -19%
WP
129
WealthPLAN Partners
Nebraska
$400K
AWA
130
Acorn Wealth Advisors
Michigan
$399K -$13.3K -293 -3%
WGCA
131
Wolf Group Capital Advisors
Virginia
$397K +$396K +8,727 New
AAS
132
Avantax Advisory Services
Texas
$392K +$56.2K +1,240 +17%
CAG
133
Compass Advisory Group
New York
$382K -$511K -11,261 -57%
BHWM
134
Bay Harbor Wealth Management
Maryland
$380K +$1.72K +38 +0.4%
UCFA
135
United Capital Financial Advisors
Texas
$376K -$256K -5,645 -41%
Thrivent Financial for Lutherans
136
Thrivent Financial for Lutherans
Minnesota
$371K
AWE
137
Avidian Wealth Enterprises
Texas
$366K +$12.6K +278 +4%
CG
138
CFO4Life Group
Texas
$361K
NP
139
NorthRock Partners
Minnesota
$353K +$10.1K +222 +3%
FHA
140
Flagship Harbor Advisors
Massachusetts
$351K +$144K +3,166 +70%
MIC
141
Means Investment Company
Maine
$349K -$64K -1,411 -16%
AIP
142
Ahrens Investment Partners
Louisiana
$346K +$680 +15 +0.2%
ARC
143
Advisor Resource Council
Texas
$344K -$324K -7,141 -49%
Bank of Montreal
144
Bank of Montreal
Ontario, Canada
$337K -$36K -793 -10%
CWC
145
Carolinas Wealth Consulting
North Carolina
$337K +$16.9K +373 +5%
CCFM
146
Clear Creek Financial Management
Washington
$335K +$33.9K +747 +11%
ATPW
147
Ashton Thomas Private Wealth
Arizona
$312K
FFA
148
Founders Financial Alliance
North Carolina
$311K -$15.9K -350 -5%
ACA
149
Anchor Capital Advisors
Massachusetts
$311K
RSWM
150
Robertson Stephens Wealth Management
California
$306K