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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OAM
126
Occidental Asset Management
California
$306K -$11.1K -283 -3%
MWM
127
Merriman Wealth Management
Washington
$306K +$328K +8,372 New
SOS
128
Silver Oak Securities
Tennessee
$302K +$304K +7,762 New
Carson Wealth (CWM LLC)
129
Carson Wealth (CWM LLC)
Nebraska
$300K -$1.05M -26,881 -77%
CG
130
CFO4Life Group
Texas
$291K
LNC
131
Lincoln National Corp
Pennsylvania
$290K -$15.5K -397 -5%
DWM
132
Darwin Wealth Management
Florida
$284K -$40.2K -1,026 -12%
FHA
133
Flagship Harbor Advisors
Massachusetts
$281K +$43.8K +1,119 +17%
AWA
134
Acorn Wealth Advisors
Michigan
$280K -$44K -1,124 -13%
SSC
135
Syverson Strege & Co
Iowa
$280K +$6.11K +156 +2%
AWM
136
Axxcess Wealth Management
California
$277K +$78 +2 +0%
Renaissance Technologies
137
Renaissance Technologies
New York
$266K -$338K -8,641 -54%
NP
138
NorthRock Partners
Minnesota
$263K
Bank of Montreal
139
Bank of Montreal
Ontario, Canada
$262K +$15.2K +389 +6%
AT
140
American Trust
Kentucky
$260K -$1.17M -29,871 -81%
AF
141
Advisornet Financial
Minnesota
$256K -$120K -3,055 -30%
MFS
142
Madrona Financial Services
Washington
$256K +$157 +4 +0.1%
ACA
143
Anchor Capital Advisors
Massachusetts
$250K
FFA
144
Founders Financial Alliance
North Carolina
$250K
RA
145
RFG Advisory
Alabama
$250K +$262K +6,700 New
SWA
146
SOA Wealth Advisors
New York
$248K -$16.4K -420 -6%
WWM
147
Western Wealth Management
Colorado
$247K +$47.2K +1,206 +22%
CAPTRUST Financial Advisors
148
CAPTRUST Financial Advisors
North Carolina
$246K +$48.2K +1,231 +22%
ODG
149
O'Dell Group
Ohio
$242K +$1.14K +29 +0.4%
TFA
150
TPG Financial Advisors
Oregon
$237K +$7.91K +202 +3%