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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WP
151
WealthPLAN Partners
Nebraska
$220K -$399 -10 -0.2%
AF
152
Allworth Financial
California
$217K +$3.51K +88 +2%
CC
153
Cypress Capital
Tennessee
$213K -$110K -2,749 -34%
VP
154
Verum Partners
North Carolina
$210K +$918 +23 +0.4%
RIA
155
Realta Investment Advisors
Delaware
$208K -$4.47K -112 -2%
HighTower Advisors
156
HighTower Advisors
Illinois
$205K +$201K +5,037 New
WC
157
Waterloo Capital
Texas
$203K +$200K +5,012 New
BAM
158
BOS Asset Management
Illinois
$200K +$198K +4,951 New
FDCDDQ
159
Federation des caisses Desjardins du Quebec
Quebec, Canada
$197K -$2.6K -65 -1%
National Bank of Canada
160
National Bank of Canada
Quebec, Canada
$195K -$34.4K -862 -15%
PA
161
Parallel Advisors
California
$193K +$34K +852 +22%
ME
162
McIlrath & Eck
Washington
$172K +$639 +16 +0.4%
PCMC
163
Private Capital Management (Colorado)
Colorado
$166K -$160 -4 -0.1%
CSPIA
164
Cary Street Partners Investment Advisory
Virginia
$162K
CFGS
165
Concourse Financial Group Securities
Alabama
$157K +$111K +2,775 +252%
MBFW
166
Morton Brown Family Wealth
Pennsylvania
$154K
BTI
167
Blue Trust Inc
Georgia
$135K
VWM
168
Venturi Wealth Management
Texas
$132K -$319 -8 -0.2%
TF
169
TimeScale Financial
Massachusetts
$120K +$6.91K +173 +6%
CPG
170
Cornerstone Planning Group
New Jersey
$109K +$108K +2,702 New
GC
171
Gould Capital
Washington
$109K -$1.48K -37 -1%
PCFFS
172
Pacific Center for Financial Services
California
$95.8K +$319 +8 +0.3%
CWC
173
Carolinas Wealth Consulting
North Carolina
$91.1K -$13.8K -345 -13%
HIA
174
Harbor Investment Advisory
Maryland
$72.6K +$1.24K +31 +2%
AssetMark Inc
175
AssetMark Inc
California
$58.1K +$2.6K +65 +5%