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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GS
126
GWN Securities
Florida
$457K +$20.9K +438 +5%
CF
127
Centaurus Financial
California
$456K +$33.7K +705 +8%
AG
128
Ascent Group
Virginia
$455K
OAM
129
Oppenheimer Asset Management
New York
$452K +$453K +9,466 New
MAWA
130
Moss Adams Wealth Advisors
Washington
$444K +$2.39K +50 +0.5%
SG
131
StoneX Group
New York
$436K -$9.56K -200 -2%
HWM
132
Heirloom Wealth Management
Colorado
$434K +$4.06K +85 +0.9%
SSC
133
Syverson Strege & Co
Iowa
$426K +$104K +2,179 +32%
WAP
134
Wealthcare Advisory Partners
Pennsylvania
$422K +$188K +3,923 +80%
CAM
135
Capital Asset Management
Colorado
$419K +$419K +8,775 New
RFA
136
RTD Financial Advisors
Pennsylvania
$418K -$1.43K -30 -0.3%
SB
137
Strategic Blueprint
Georgia
$418K +$418K +8,751 New
PA
138
Paragon Advisors
Texas
$418K +$418K +8,751 New
OIA
139
OneDigital Investment Advisors
Kansas
$413K -$4.21K -88 -1%
TWP
140
Tempus Wealth Planning
California
$412K +$27K +564 +7%
FPCP
141
Fort Point Capital Partners
California
$412K -$36.9K -771 -8%
FHC
142
First Heartland Consultants
Missouri
$410K -$2.53K -53 -0.6%
CAPTRUST Financial Advisors
143
CAPTRUST Financial Advisors
North Carolina
$405K -$55.4K -1,159 -12%
KCA
144
Kastel Capital Advisors
Massachusetts
$403K +$403K +8,440 New
PPWM
145
Premier Private Wealth Management
Florida
$399K +$394K +8,241 New
SI
146
SimpliFi Inc
California
$396K -$621 -13 -0.2%
GM
147
GeoWealth Management
Illinois
$393K -$3.01K -63 -0.8%
BHWM
148
Bay Harbor Wealth Management
Maryland
$386K +$9.61K +201 +3%
Lido Advisors
149
Lido Advisors
California
$381K
IWM
150
IHT Wealth Management
Illinois
$379K +$191 +4 +0.1%