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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
151
Sugarloaf Wealth Management
Georgia
$58K +$116 +3 +0.2%
CCM
152
Cribstone Capital Management
Maine
$56K -$7.91K -205 -13%
WP
153
WealthShield Partners
North Carolina
$56K -$7.72K -200 -12%
TFGT
154
TS Financial Group (TSFG)
Illinois
$56K
JWA
155
JFS Wealth Advisors
Pennsylvania
$49K
CFGS
156
Concourse Financial Group Securities
Alabama
$44K
JP Morgan Chase
157
JP Morgan Chase
New York
$40K -$11.8K -305 -23%
FWM
158
FSA Wealth Management
Massachusetts
$39K -$20.6K -534 -35%
DAM
159
Delta Asset Management
Tennessee
$34K -$2.08K -54 -6%
Bank of Montreal
160
Bank of Montreal
Ontario, Canada
$33K +$32.2K +834 New
CAC
161
Certified Advisory Corp
Florida
$32K
William Blair & Company
162
William Blair & Company
Illinois
$28K -$157K -4,057 -85%
LWM
163
Liberty Wealth Management
California
$24K -$386 -10 -2%
HIA
164
Harbor Investment Advisory
Maryland
$23K +$3.01K +78 +16%
CWM
165
Campbell Wealth Management
Virginia
$20K +$19K +493 New
IF
166
Ironwood Financial
Arizona
$19K -$77 -2 -0.4%
WR
167
Watson Rebecca
$18K +$17.9K +463 New
FCA
168
FinTrust Capital Advisors
South Carolina
$16K +$15.7K +408 New
LAS
169
Lloyd Advisory Services
Georgia
$9K +$232 +6 +3%
NSIM
170
North Star Investment Management
Illinois
$7K +$39 +1 +0.6%
GAM
171
Gemmer Asset Management
California
$6K +$39 +1 +0.7%
AWM
172
AllSquare Wealth Management
New York
$5K
MIM
173
Macroview Investment Management
Maryland
$4K +$3.55K +92 New
PCG
174
Private Capital Group
Connecticut
$3K
RCM
175
Rain Capital Management
Oregon
$3K +$39 +1 +1%