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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AF
176
Allworth Financial
California
$79K -$124K -2,841 -61%
Fidelity Investments
177
Fidelity Investments
Massachusetts
$76K +$20.5K +471 +37%
APC
178
Aspire Private Capital
North Carolina
$72K +$17.1K +393 +31%
CL
179
COWA LLC
Oklahoma
$71K
SCA
180
Stonebridge Capital Advisors
Minnesota
$69K +$69.3K +1,592 New
HIA
181
Harbor Investment Advisory
Maryland
$66K +$39.1K +898 +146%
PA
182
Parallel Advisors
California
$63K -$15.9K -366 -20%
TFGT
183
TS Financial Group (TSFG)
Illinois
$61K
Bank of Montreal
184
Bank of Montreal
Ontario, Canada
$58K +$22.3K +512 +63%
TF
185
TimeScale Financial
Massachusetts
$56K -$36.6K -842 -39%
JWA
186
JFS Wealth Advisors
Pennsylvania
$54K
OFG
187
Oxford Financial Group
Indiana
$50K +$27K +620 +116%
WAS
188
Winch Advisory Services
Wisconsin
$50K +$45K +1,034 +855%
BWL
189
Bogart Wealth LLC
Virginia
$50K +$50.1K +1,150 New
CFGS
190
Concourse Financial Group Securities
Alabama
$48K
CCM
191
Cribstone Capital Management
Maine
$46K -$18.5K -425 -29%
TFS
192
TrustCore Financial Services
Tennessee
$44K +$44.4K +1,020 New
WWM
193
Wolff Wiese Magana
California
$43K +$87 +2 +0.2%
JFA
194
JNBA Financial Advisors
Minnesota
$43K +$3.74K +86 +9%
EK
195
Evensky & Katz
Florida
$35K +$25.1K +577 +248%
CAC
196
Certified Advisory Corp
Florida
$35K +$35.3K +810 New
SWM
197
Sugarloaf Wealth Management
Georgia
$35K +$822K +18,876 +2,360%
AF
198
Affiance Financial
Minnesota
$31K
William Blair & Company
199
William Blair & Company
Illinois
$30K
LWM
200
Liberty Wealth Management
California
$28K