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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WA
126
WestEnd Advisors
North Carolina
$338K +$351K +8,687 New
Truist Financial
127
Truist Financial
North Carolina
$338K -$15.3K -378 -4%
LIG
128
Lokken Investment Group
Delaware
$336K -$36.8K -910 -10%
OAM
129
Occidental Asset Management
California
$336K -$15.8K -390 -4%
HAS
130
HBW Advisory Services
California
$325K -$49.3K -1,219 -13%
LNC
131
Lincoln National Corp
Pennsylvania
$324K +$87.3K +2,160 +35%
CG
132
CFO4Life Group
Texas
$308K
PA
133
Paragon Advisors
Texas
$298K +$309K +7,645 New
AWM
134
Axxcess Wealth Management
California
$294K +$305K +7,556 New
CWC
135
Carolinas Wealth Consulting
North Carolina
$292K +$1.29K +32 +0.4%
SSC
136
Syverson Strege & Co
Iowa
$292K +$7.28K +180 +2%
NP
137
NorthRock Partners
Minnesota
$280K
SWA
138
SOA Wealth Advisors
New York
$280K +$27.7K +685 +11%
MFS
139
Madrona Financial Services
Washington
$273K -$95.5K -2,363 -25%
ACA
140
Anchor Capital Advisors
Massachusetts
$266K
FFA
141
Founders Financial Alliance
North Carolina
$266K
ODG
142
O'Dell Group
Ohio
$256K +$566 +14 +0.2%
FHA
143
Flagship Harbor Advisors
Massachusetts
$255K +$25K +618 +10%
Bank of Montreal
144
Bank of Montreal
Ontario, Canada
$247K -$7.68K -190 -3%
AWM
145
Adams Wealth Management
Utah
$246K +$38.7K +957 +18%
TFA
146
TPG Financial Advisors
Oregon
$244K +$2.18K +54 +0.9%
KWM
147
Kingsview Wealth Management
Oregon
$243K +$2.79K +69 +1%
FAIM
148
Financial Advocates Investment Management
Washington
$240K -$3.74M -92,524 -94%
ARC
149
Advisor Resource Council
Texas
$236K -$61K -1,510 -20%
GIP
150
Greatmark Investment Partners
Georgia
$234K