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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
126
Capital Investment Advisory Services
North Carolina
$357K -$40.4K -967 -10%
NAS
127
Nicolet Advisory Services
Wisconsin
$352K -$31K -741 -8%
MCWS
128
McKinley Carter Wealth Services
West Virginia
$350K +$7.1K +170 +2%
TC
129
TownSquare Capital
Utah
$344K +$336K +8,040 New
CG
130
CFO4Life Group
Texas
$339K
AAP
131
Arax Advisory Partners
Colorado
$337K -$16.8K -402 -5%
BHWM
132
Bay Harbor Wealth Management
Maryland
$336K +$5.35K +128 +2%
FDCDDQ
133
Federation des caisses Desjardins du Quebec
Quebec, Canada
$333K +$100K +2,405 +45%
UCFA
134
United Capital Financial Advisors
Texas
$330K -$10.9K -260 -3%
SSC
135
Syverson Strege & Co
Iowa
$326K -$115K -2,741 -26%
PA
136
Parallel Advisors
California
$320K +$25.1K +600 +9%
NP
137
NorthRock Partners
Minnesota
$320K +$13.8K +330 +5%
AWM
138
Axxcess Wealth Management
California
$319K +$6.68K +160 +2%
LEFP
139
Leading Edge Financial Planning
Tennessee
$318K -$18.3K -439 -6%
Jones Financial Companies
140
Jones Financial Companies
Missouri
$315K
EC
141
Estate Counselors
Wisconsin
$306K +$299K +7,150 New
Bank of Montreal
142
Bank of Montreal
Ontario, Canada
$288K +$62K +1,484 +28%
JP Morgan Chase
143
JP Morgan Chase
New York
$278K -$16.4M -391,693 -98%
AWM
144
Adams Wealth Management
Utah
$273K -$12.7K -305 -5%
CFGSD
145
Compass Financial Group (South Dakota)
South Dakota
$272K -$73K -1,747 -22%
CWA
146
CJM Wealth Advisers
Virginia
$266K +$260K +6,215 New
AF
147
Allworth Financial
California
$264K +$59.8K +1,432 +30%
CAPTRUST Financial Advisors
148
CAPTRUST Financial Advisors
North Carolina
$252K +$11.1K +266 +5%
AWM
149
Aprio Wealth Management
Georgia
$252K +$246K +5,891 New
NA
150
NewEdge Advisors
Louisiana
$247K -$155K -3,712 -39%