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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NAS
126
Nicolet Advisory Services
Wisconsin
$387K +$4.78K +109 +1%
S
127
Syntrinsic
Colorado
$386K +$14.9K +340 +4%
UCFA
128
United Capital Financial Advisors
Texas
$380K -$11.8K -268 -3%
CIAS
129
Capital Investment Advisory Services
North Carolina
$375K +$44 +1 +0%
ACS
130
Archford Capital Strategies
Illinois
$374K -$14.9K -340 -4%
MCWS
131
McKinley Carter Wealth Services
West Virginia
$361K -$9.12K -208 -3%
HWM
132
Heirloom Wealth Management
Colorado
$358K -$19.3K -441 -5%
CG
133
CFO4Life Group
Texas
$358K
BHWM
134
Bay Harbor Wealth Management
Maryland
$355K +$44 +1 +0%
VWA
135
Visionary Wealth Advisors
Illinois
$354K -$49.4K -1,126 -13%
SSC
136
Syverson Strege & Co
Iowa
$354K +$8.51K +194 +3%
Jones Financial Companies
137
Jones Financial Companies
Missouri
$340K -$1.18K -27 -0.4%
APW
138
Austin Private Wealth
Texas
$339K +$175 +4 +0.1%
AWM
139
Axxcess Wealth Management
California
$337K +$44 +1 +0%
ASN
140
Advisory Services Network
Georgia
$335K
LEFP
141
Leading Edge Financial Planning
Tennessee
$332K -$1.89K -43 -0.6%
AAP
142
Arax Advisory Partners
Colorado
$331K +$1.93K +44 +0.6%
FPAS
143
Focus Partners Advisor Solutions
Missouri
$320K -$2.37K -54 -0.8%
TC
144
TownSquare Capital
Utah
$317K -$43.9K -1,002 -12%
NP
145
NorthRock Partners
Minnesota
$317K +$88 +2 +0%
BFWM
146
Bright Futures Wealth Management
New York
$316K +$314K +7,167 New
Creative Planning
147
Creative Planning
Kansas
$311K +$302K +6,884 New
EC
148
Estate Counselors
Wisconsin
$303K -$13.2K -300 -4%
WFAG
149
Worth Financial Advisory Group
North Carolina
$300K +$75.8K +1,729 +35%
Bank of Montreal
150
Bank of Montreal
Ontario, Canada
$300K -$4.12K -94 -1%