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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCM
151
Cribstone Capital Management
Maine
$68K +$9.92K +242 +17%
GWMIA
152
Global Wealth Management Investment Advisory
Florida
$62K -$190K -4,639 -75%
WP
153
WealthShield Partners
North Carolina
$58K
TFGT
154
TS Financial Group (TSFG)
Illinois
$57K
TF
155
TimeScale Financial
Massachusetts
$53K -$16.7K -408 -24%
APC
156
Aspire Private Capital
North Carolina
$52K +$51.6K +1,258 New
JWA
157
JFS Wealth Advisors
Pennsylvania
$51K
PFS
158
Prospera Financial Services
Texas
$49K +$49.2K +1,200 New
CFD
159
Creative Financial Designs
Indiana
$48K -$97.6K -2,380 -67%
CFGS
160
Concourse Financial Group Securities
Alabama
$45K
JP Morgan Chase
161
JP Morgan Chase
New York
$41K -$410 -10 -1%
Bank of Montreal
162
Bank of Montreal
Ontario, Canada
$34K
SWM
163
Sugarloaf Wealth Management
Georgia
$33K -$26.6K -648 -45%
William Blair & Company
164
William Blair & Company
Illinois
$29K
AF
165
Affiance Financial
Minnesota
$29K +$28.9K +705 New
DAM
166
Delta Asset Management
Tennessee
$28K -$7.17K -175 -21%
LWM
167
Liberty Wealth Management
California
$24K -$656 -16 -3%
HIA
168
Harbor Investment Advisory
Maryland
$24K +$1.11K +27 +5%
FCA
169
FinTrust Capital Advisors
South Carolina
$21K +$4.3K +105 +26%
IF
170
Ironwood Financial
Arizona
$20K
NNP
171
Nachman Norwood & Parrott
South Carolina
$13K +$13.3K +325 New
EK
172
Evensky & Katz
Florida
$10K -$1.08M -26,265 -99%
LAS
173
Lloyd Advisory Services
Georgia
$10K +$41 +1 +0.4%
NSIM
174
North Star Investment Management
Illinois
$7K +$41 +1 +0.6%
GAM
175
Gemmer Asset Management
California
$6K +$41 +1 +0.7%