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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
126
Lido Advisors
California
$410K
GIA
127
Gladstone Institutional Advisory
Florida
$410K +$419K +9,447 New
TWP
128
Tempus Wealth Planning
California
$393K +$3.86K +87 +1%
IAS
129
IMA Advisory Services
Colorado
$391K +$417K +9,402 New
UW
130
Unique Wealth
Florida
$387K +$1.33K +30 +0.3%
WFL
131
Wealth Forward LLC
North Dakota
$386K -$77.9K -1,757 -16%
CTC
132
Central Trust Company
Missouri
$382K -$34.6K -781 -8%
RFA
133
RTD Financial Advisors
Pennsylvania
$381K -$133K -3,002 -26%
APWA
134
Atlas Private Wealth Advisors
New Jersey
$380K +$388K +8,758 New
FHC
135
First Heartland Consultants
Missouri
$375K -$7.81K -176 -2%
IWM
136
IHT Wealth Management
Illinois
$375K -$288K -6,484 -43%
GS
137
GWN Securities
Florida
$371K +$378K +8,533 New
ACS
138
Archford Capital Strategies
Illinois
$363K -$1.06K -24 -0.3%
SI
139
SimpliFi Inc
California
$362K -$32.7K -738 -8%
Jones Financial Companies
140
Jones Financial Companies
Missouri
$361K +$34.4K +775 +10%
Renaissance Technologies
141
Renaissance Technologies
New York
$361K -$625K -14,098 -63%
NAS
142
Nicolet Advisory Services
Wisconsin
$359K -$13.4K -303 -3%
BHWM
143
Bay Harbor Wealth Management
Maryland
$348K +$6.96K +157 +2%
AAP
144
Arax Advisory Partners
Colorado
$348K +$29.1K +655 +9%
MA
145
Maxele Advisors
Missouri
$347K +$354K +7,990 New
CG
146
CFO4Life Group
Texas
$345K
MWC
147
MKD Wealth Coaches
Michigan
$344K +$352K +7,925 New
VWA
148
Visionary Wealth Advisors
Illinois
$342K +$621 +14 +0.2%
GS
149
GTS Securities
Florida
$336K -$48.9K -1,103 -12%
BFWM
150
Bright Futures Wealth Management
New York
$329K +$13.5K +305 +4%