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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SBL
126
Sargent Bickham Lagudis
Colorado
$400K
CF
127
Centaurus Financial
California
$395K +$2.77K +73 +0.7%
SPC
128
Sigma Planning Corp
Michigan
$394K +$3.53K +93 +0.9%
AWE
129
Avidian Wealth Enterprises
Texas
$394K -$7.58K -200 -2%
VWA
130
Visionary Wealth Advisors
Illinois
$392K -$82.9K -2,186 -17%
CCFM
131
Clear Creek Financial Management
Washington
$382K +$45.1K +1,189 +13%
MCM
132
Mendel Capital Management
Arkansas
$382K
ACS
133
Archford Capital Strategies
Illinois
$380K -$2.62K -69 -0.7%
CC
134
Cypress Capital
Tennessee
$377K -$9.02K -238 -2%
SSC
135
Syverson Strege & Co
Iowa
$367K +$75.8K +2,000 +26%
RFA
136
RTD Financial Advisors
Pennsylvania
$358K -$330K -8,696 -48%
KIG
137
Kowal Investment Group
Wisconsin
$354K +$353K +9,315 New
ZIM
138
Zacks Investment Management
Illinois
$354K +$353K +9,315 New
CWA
139
Consilium Wealth Advisory
Texas
$334K -$236K -6,223 -41%
UW
140
Unique Wealth
Florida
$319K +$318K +8,392 New
CAPTRUST Financial Advisors
141
CAPTRUST Financial Advisors
North Carolina
$315K +$59.7K +1,575 +23%
CG
142
CFO4Life Group
Texas
$315K +$13.4K +354 +4%
C
143
CFO4Life
Texas
$315K +$314K +8,289 New
WA
144
WestEnd Advisors
North Carolina
$309K +$127K +3,358 +71%
FAAM
145
First Ascent Asset Management
Colorado
$305K +$71.8K +1,895 +31%
MCWS
146
McKinley Carter Wealth Services
West Virginia
$299K -$64.8K -1,708 -18%
BHWM
147
Bay Harbor Wealth Management
Maryland
$291K -$40.7K -1,074 -12%
TFA
148
TPG Financial Advisors
Oregon
$282K +$35.8K +944 +15%
SPIA
149
Steward Partners Investment Advisory
New York
$281K -$1.2M -31,598 -81%
HWM
150
Heirloom Wealth Management
Colorado
$281K +$280K +7,382 New