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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AA
151
Advisory Alpha
Michigan
$245K -$81.2K -1,944 -25%
NWM
152
Northwest Wealth Management
Iowa
$243K -$266K -6,359 -53%
JWA
153
JFS Wealth Advisors
Pennsylvania
$243K -$33K -791 -12%
KA
154
Kovack Advisors
Florida
$240K -$12.5K -300 -5%
RIA
155
Realta Investment Advisors
Delaware
$240K +$27.2K +650 +13%
Nomura Asset Management
156
Nomura Asset Management
Japan
$235K
PJWM
157
Philip James Wealth Mangement
Georgia
$235K -$4.01K -96 -2%
PIAS
158
PCA Investment Advisory Services
Ohio
$231K -$2.09K -50 -0.9%
National Bank of Canada
159
National Bank of Canada
Quebec, Canada
$227K +$2.34K +56 +1%
IAIM
160
International Assets Investment Management
Florida
$223K -$78.8K -1,887 -26%
DWM
161
Darwin Wealth Management
Florida
$219K -$18K -430 -8%
CBFP
162
Cedar Brook Financial Partners
Ohio
$215K -$4.01K -96 -2%
DAS
163
Dynamic Advisor Solutions
Arizona
$211K -$957K -22,905 -82%
BAM
164
BOS Asset Management
Illinois
$210K -$1.67K -40 -0.8%
CPCM
165
Cardinal Point Capital Management
Ontario, Canada
$208K
WFAG
166
Worth Financial Advisory Group
North Carolina
$205K +$200K +4,789 New
HIP
167
HUB Investment Partners
Texas
$204K +$199K +4,773 New
ME
168
McIlrath & Eck
Washington
$195K +$9.19K +220 +5%
RFG
169
RFP Financial Group
Georgia
$191K +$38.2K +914 +26%
VWM
170
Venturi Wealth Management
Texas
$183K -$585 -14 -0.3%
RIL
171
Rothschild Investment LLC
Illinois
$167K -$16.7K -400 -9%
SL
172
Salomon & Ludwin
Virginia
$165K
CPG
173
Cornerstone Planning Group
New Jersey
$163K +$14.3K +342 +10%
AF
174
Advisornet Financial
Minnesota
$162K +$21K +502 +15%
PCMC
175
Private Capital Management (Colorado)
Colorado
$155K -$2.17K -52 -1%