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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWM
151
FSA Wealth Management
Massachusetts
$61K +$60.2K +1,519 New
PCFFS
152
Pacific Center for Financial Services
California
$60K
Northwestern Mutual Wealth Management
153
Northwestern Mutual Wealth Management
Wisconsin
$59K +$57.8K +1,459 New
SWM
154
Sugarloaf Wealth Management
Georgia
$58K +$57.2K +1,445 New
TFGT
155
TS Financial Group (TSFG)
Illinois
$56K
RIA
156
Realta Investment Advisors
Delaware
$54K +$198 +5 +0.4%
JP Morgan Chase
157
JP Morgan Chase
New York
$53K -$8.52K -215 -14%
APC
158
Aspire Private Capital
North Carolina
$49K -$1.11K -28 -2%
JWA
159
JFS Wealth Advisors
Pennsylvania
$49K
PWP
160
Personal Wealth Partners
Minnesota
$47K -$37.5K -947 -45%
EK
161
Evensky & Katz
Florida
$46K -$1.2M -30,376 -96%
RFM
162
Royal Fund Management
Florida
$44K +$43.8K +1,105 New
William Blair & Company
163
William Blair & Company
Illinois
$42K
IF
164
Ironwood Financial
Arizona
$39K
DAM
165
Delta Asset Management
Tennessee
$36K +$35.8K +904 New
CAC
166
Certified Advisory Corp
Florida
$33K
TF
167
TimeScale Financial
Massachusetts
$30K
AWA
168
Arkadios Wealth Advisors
Georgia
$26.6K +$25.7K +650 New
CA
169
CXI Advisors
Indiana
$25K +$24.8K +626 New
VCP
170
Verus Capital Partners
Arizona
$25K +$24.8K +626 New
CFGS
171
Concourse Financial Group Securities
Alabama
$21K +$12.8K +324 +162%
HIA
172
Harbor Investment Advisory
Maryland
$19K +$19.1K +481 New
LWM
173
Liberty Wealth Management
California
$18K +$990 +25 +6%
CTC
174
Central Trust Company
Missouri
$15K +$15K +379 New
LAS
175
Lloyd Advisory Services
Georgia
$13K +$13.2K +334 New