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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
126
United Capital Financial Advisors
Texas
$374K +$41K +967 +13%
NAS
127
Nicolet Advisory Services
Wisconsin
$371K +$11.2K +264 +3%
HWM
128
Heirloom Wealth Management
Colorado
$360K -$65.5K -1,546 -16%
CIAS
129
Capital Investment Advisory Services
North Carolina
$358K -$1.23K -29 -0.3%
TWP
130
Tempus Wealth Planning
California
$355K +$349K +8,250 New
S
131
Syntrinsic
Colorado
$354K -$10.6K -251 -3%
MCWS
132
McKinley Carter Wealth Services
West Virginia
$353K +$339 +8 +0.1%
TC
133
TownSquare Capital
Utah
$346K -$254 -6 -0.1%
CG
134
CFO4Life Group
Texas
$341K
BHWM
135
Bay Harbor Wealth Management
Maryland
$338K
ASN
136
Advisory Services Network
Georgia
$335K +$330K +7,782 New
FDCDDQ
137
Federation des caisses Desjardins du Quebec
Quebec, Canada
$334K
SSC
138
Syverson Strege & Co
Iowa
$329K +$1.14K +27 +0.4%
Jones Financial Companies
139
Jones Financial Companies
Missouri
$325K +$8.43K +199 +3%
APW
140
Austin Private Wealth
Texas
$323K +$318K +7,517 New
AWM
141
Axxcess Wealth Management
California
$321K +$42 +1 +0%
LEFP
142
Leading Edge Financial Planning
Tennessee
$319K -$847 -20 -0.3%
AAP
143
Arax Advisory Partners
Colorado
$314K -$24.8K -586 -7%
FPAS
144
Focus Partners Advisor Solutions
Missouri
$307K +$303K +7,145 New
EC
145
Estate Counselors
Wisconsin
$302K -$5.51K -130 -2%
NP
146
NorthRock Partners
Minnesota
$302K -$19.7K -465 -6%
Bank of Montreal
147
Bank of Montreal
Ontario, Canada
$291K +$212 +5 +0.1%
IA
148
IFG Advisory
Georgia
$272K +$268K +6,335 New
AWA
149
Archvest Wealth Advisors
California
$255K -$192K -4,528 -43%
CAPTRUST Financial Advisors
150
CAPTRUST Financial Advisors
North Carolina
$254K +$127 +3 +0.1%