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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SI
126
SimpliFi Inc
California
$389K +$1.5K +34 +0.4%
TWP
127
Tempus Wealth Planning
California
$386K -$14K -318 -4%
APWA
128
Atlas Private Wealth Advisors
New Jersey
$386K
MAV
129
Mason & Associates (Virginia)
Virginia
$381K -$128K -2,890 -26%
AG
130
Ascent Group
Virginia
$379K
GIA
131
Gladstone Institutional Advisory
Florida
$377K -$68.8K -1,558 -16%
WC
132
Waterloo Capital
Texas
$373K +$117K +2,643 +48%
Lido Advisors
133
Lido Advisors
California
$369K +$707 +16 +0.2%
IWM
134
IHT Wealth Management
Illinois
$365K -$26.5K -599 -7%
CG
135
CFO4Life Group
Texas
$365K
VWA
136
Visionary Wealth Advisors
Illinois
$365K +$23.1K +523 +7%
BHWM
137
Bay Harbor Wealth Management
Maryland
$363K -$5.12K -116 -1%
ASN
138
Advisory Services Network
Georgia
$354K -$78.6K -1,780 -19%
NAS
139
Nicolet Advisory Services
Wisconsin
$353K -$15.3K -347 -4%
ACS
140
Archford Capital Strategies
Illinois
$341K -$19.3K -438 -6%
LEFP
141
Leading Edge Financial Planning
Tennessee
$339K
SSC
142
Syverson Strege & Co
Iowa
$339K +$3.58K +81 +1%
AAP
143
Arax Advisory Partners
Colorado
$338K +$4.06K +92 +1%
EH
144
Equitable Holdings
New York
$325K +$49.1K +1,112 +19%
OIA
145
OneDigital Investment Advisors
Kansas
$321K +$308K +6,963 New
APW
146
Austin Private Wealth
Texas
$320K
MA
147
Maxele Advisors
Missouri
$318K -$43.9K -994 -13%
SWP
148
Sagespring Wealth Partners
Tennessee
$313K -$1.15K -26 -0.4%
FPAS
149
Focus Partners Advisor Solutions
Missouri
$304K +$442 +10 +0.2%
MWC
150
MKD Wealth Coaches
Michigan
$301K +$20.2K +457 +8%