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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AG
126
Ascent Group
Virginia
$362K +$363K +8,241 New
MLFP
127
MPS Loria Financial Planners
Illinois
$352K +$353K +8,026 New
BHWM
128
Bay Harbor Wealth Management
Maryland
$351K -$616 -14 -0.2%
Lido Advisors
129
Lido Advisors
California
$351K -$64.2K -1,458 -15%
CG
130
CFO4Life Group
Texas
$348K
MA
131
Maxele Advisors
Missouri
$346K -$4.4K -100 -1%
ACS
132
Archford Capital Strategies
Illinois
$344K -$22.8K -517 -6%
NAS
133
Nicolet Advisory Services
Wisconsin
$340K -$13.7K -311 -4%
FHC
134
First Heartland Consultants
Missouri
$335K -$44K -999 -12%
AWM
135
Axxcess Wealth Management
California
$328K -$2.13M -48,335 -87%
VWA
136
Visionary Wealth Advisors
Illinois
$325K -$20.5K -466 -6%
BFWM
137
Bright Futures Wealth Management
New York
$324K +$6.91K +157 +2%
LEFP
138
Leading Edge Financial Planning
Tennessee
$323K
SSC
139
Syverson Strege & Co
Iowa
$319K +$16.7K +379 +5%
AAP
140
Arax Advisory Partners
Colorado
$318K -$33.1K -751 -9%
IWC
141
Integrated Wealth Concepts
Massachusetts
$313K -$159K -3,614 -34%
TC
142
TownSquare Capital
Utah
$311K
SI
143
Seeds Investor
New York
$309K +$310K +7,039 New
Bank of Montreal
144
Bank of Montreal
Ontario, Canada
$306K -$10.4K -237 -3%
APW
145
Austin Private Wealth
Texas
$305K -$24.3K -553 -7%
WFAG
146
Worth Financial Advisory Group
North Carolina
$300K +$6.38K +145 +2%
SWP
147
Sagespring Wealth Partners
Tennessee
$300K -$10.3K -234 -3%
FPAS
148
Focus Partners Advisor Solutions
Missouri
$289K +$78.7K +1,788 +37%
Citadel Advisors
149
Citadel Advisors
Florida
$284K +$285K +6,478 New
CA
150
Claro Advisors
Massachusetts
$276K +$2.2K +50 +0.8%