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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFA
176
Professional Financial Advisors
Nebraska
$154K +$356 +8 +0.2%
ACA
177
Aptus Capital Advisors
Alabama
$143K
TF
178
TimeScale Financial
Massachusetts
$122K +$63.3K +1,420 +110%
RFWA
179
RPg Family Wealth Advisory
Massachusetts
$122K +$120K +2,700 New
PCFFS
180
Pacific Center for Financial Services
California
$104K +$178 +4 +0.2%
Carson Wealth (CWM LLC)
181
Carson Wealth (CWM LLC)
Nebraska
$101K
PNC Financial Services Group
182
PNC Financial Services Group
Pennsylvania
$93K -$178 -4 -0.2%
ADL
183
Asset Dedication LLC
California
$90K
APWA
184
Atlas Private Wealth Advisors
New Jersey
$84K
Fidelity Investments
185
Fidelity Investments
Massachusetts
$79K +$223 +5 +0.3%
HWMA
186
Heritage Wealth Management (Arizona)
Arizona
$74K -$119K -2,660 -62%
AF
187
Allworth Financial
California
$70K -$11.6K -260 -14%
APC
188
Aspire Private Capital
North Carolina
$70K -$3.97K -89 -5%
HIA
189
Harbor Investment Advisory
Maryland
$69K +$624 +14 +0.9%
JP Morgan Chase
190
JP Morgan Chase
New York
$67K +$66.4K +1,490 New
PA
191
Parallel Advisors
California
$65K
CFD
192
Creative Financial Designs
Indiana
$63K -$3.04M -68,302 -98%
TFGT
193
TS Financial Group (TSFG)
Illinois
$63K
CFGS
194
Concourse Financial Group Securities
Alabama
$58K +$8.02K +180 +16%
BWL
195
Bogart Wealth LLC
Virginia
$52K
OFG
196
Oxford Financial Group
Indiana
$52K
JWA
197
JFS Wealth Advisors
Pennsylvania
$50K -$5.04K -113 -9%
CCM
198
Cribstone Capital Management
Maine
$50K +$2.54K +57 +5%
GWMIA
199
Global Wealth Management Investment Advisory
Florida
$49K -$63.1K -1,417 -56%
AF
200
Affiance Financial
Minnesota
$47K +$15K +337 +48%