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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TGAM
126
TBH Global Asset Management
Tennessee
$328K +$324K +8,110 New
CG
127
CFO4Life Group
Texas
$321K
BHWM
128
Bay Harbor Wealth Management
Maryland
$310K
MCWS
129
McKinley Carter Wealth Services
West Virginia
$309K -$12.1K -302 -4%
SPIA
130
Steward Partners Investment Advisory
New York
$305K
AWM
131
Axxcess Wealth Management
California
$295K
Bank of Montreal
132
Bank of Montreal
Ontario, Canada
$284K +$53.3K +1,336 +24%
SWA
133
SOA Wealth Advisors
New York
$283K +$479 +12 +0.2%
ACA
134
Anchor Capital Advisors
Massachusetts
$276K
CAPTRUST Financial Advisors
135
CAPTRUST Financial Advisors
North Carolina
$275K -$19.6K -492 -7%
RA
136
RFG Advisory
Alabama
$274K +$1.32K +33 +0.5%
IAIM
137
International Assets Investment Management
Florida
$273K +$270K +6,755 New
ODG
138
O'Dell Group
Ohio
$269K +$838 +21 +0.3%
JWA
139
JFS Wealth Advisors
Pennsylvania
$265K +$4.67K +117 +2%
LEFP
140
Leading Edge Financial Planning
Tennessee
$257K -$12.3K -308 -5%
AA
141
Advisory Alpha
Michigan
$257K +$254K +6,358 New
KA
142
Kovack Advisors
Florida
$244K -$1.21M -30,347 -83%
HWM
143
Howard Wealth Management
Connecticut
$244K +$17.8K +446 +8%
GIP
144
Greatmark Investment Partners
Georgia
$242K
DWM
145
Darwin Wealth Management
Florida
$236K -$22.4K -560 -9%
FFA
146
Founders Financial Alliance
North Carolina
$236K
CBFP
147
Cedar Brook Financial Partners
Ohio
$229K -$9.78K -245 -4%
LOIP
148
Live Oak Investment Partners
Texas
$226K
TFA
149
TPG Financial Advisors
Oregon
$224K -$80.9K -2,027 -27%
PIAS
150
PCA Investment Advisory Services
Ohio
$221K -$21.8K -546 -9%