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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TWP
126
Tempus Wealth Planning
California
$384K -$14.8K -318 -4%
Lido Advisors
127
Lido Advisors
California
$381K
MAV
128
Mason & Associates (Virginia)
Virginia
$381K
GIA
129
Gladstone Institutional Advisory
Florida
$379K -$11K -236 -3%
IWM
130
IHT Wealth Management
Illinois
$378K +$93 +2 +0%
CG
131
CFO4Life Group
Texas
$378K
BHWM
132
Bay Harbor Wealth Management
Maryland
$375K +$93 +2 +0%
ASN
133
Advisory Services Network
Georgia
$370K +$1.72K +37 +0.5%
Creative Planning
134
Creative Planning
Kansas
$364K +$67.2K +1,445 +23%
BFWM
135
Bright Futures Wealth Management
New York
$364K +$355K +7,640 New
EA
136
Efficient Advisors
Ohio
$362K +$354K +7,611 New
NAS
137
Nicolet Advisory Services
Wisconsin
$349K -$17.4K -375 -5%
MWM
138
Mission Wealth Management
California
$341K +$333K +7,171 New
EH
139
Equitable Holdings
New York
$336K
AQR Capital Management
140
AQR Capital Management
Connecticut
$334K +$99.2K +2,134 +44%
APW
141
Austin Private Wealth
Texas
$331K
WP
142
Westmount Partners
California
$331K +$119K +2,563 +59%
ACS
143
Archford Capital Strategies
Illinois
$331K -$21.1K -454 -6%
NWMG
144
National Wealth Management Group
Ohio
$329K +$112K +2,419 +54%
MA
145
Maxele Advisors
Missouri
$328K
LEFP
146
Leading Edge Financial Planning
Tennessee
$325K -$24.6K -530 -7%
SSC
147
Syverson Strege & Co
Iowa
$321K -$28.1K -604 -8%
SC
148
Scotia Capital
Ontario, Canada
$320K +$36.4K +784 +13%
SWP
149
Sagespring Wealth Partners
Tennessee
$315K -$8.6K -185 -3%
CA
150
Claro Advisors
Massachusetts
$305K +$2.32K +50 +0.8%