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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFWA
151
Summit Financial Wealth Advisors
Louisiana
$226K
NFG
152
Nations Financial Group
Iowa
$221K +$221K +5,071 New
FIA
153
Foundations Investment Advisors
Arizona
$211K +$209K +4,799 New
CWM
154
Cahaba Wealth Management
Georgia
$211K +$211K +4,850 New
KOC
155
Koss-Olinger Consulting
Florida
$203K +$203K +4,657 New
JAWM
156
J. Arnold Wealth Management
Ohio
$201K -$5.35K -123 -3%
SW
157
StrongBox Wealth
Missouri
$200K +$200K +4,594 New
HWMA
158
Heritage Wealth Management (Arizona)
Arizona
$188K +$188K +4,312 New
COCM
159
Charter Oak Capital Management
New Hampshire
$177K -$11.4K -261 -6%
CPFP
160
Clear Perspectives Financial Planning
Ohio
$175K +$10.3K +237 +6%
LAS
161
Lloyd Advisory Services
Georgia
$162K +$105K +2,420 +186%
APA
162
American Portfolios Advisors
New York
$160K +$85.8K +1,971 +115%
CWA
163
Clearview Wealth Advisors
Oregon
$152K +$47.2K +1,085 +45%
PFA
164
Professional Financial Advisors
Nebraska
$148K +$26.2K +601 +21%
ACA
165
Aptus Capital Advisors
Alabama
$138K +$138K +3,170 New
MAM
166
McCarthy Asset Management
California
$118K +$131 +3 +0.1%
IAIM
167
International Assets Investment Management
Florida
$110K
GWMIA
168
Global Wealth Management Investment Advisory
Florida
$109K +$33.5K +769 +44%
SFS
169
Sowell Financial Services
Arkansas
$104K +$7.49K +172 +8%
Carson Wealth (CWM LLC)
170
Carson Wealth (CWM LLC)
Nebraska
$101K
PCFFS
171
Pacific Center for Financial Services
California
$100K +$392 +9 +0.4%
PNC Financial Services Group
172
PNC Financial Services Group
Pennsylvania
$90K -$24.7K -568 -21%
ADL
173
Asset Dedication LLC
California
$87K
APWA
174
Atlas Private Wealth Advisors
New Jersey
$81K -$28.3K -650 -26%
FDCDDQ
175
Federation des caisses Desjardins du Quebec
Quebec, Canada
$79.3K -$50.8K -1,166 -39%