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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
176
PNC Financial Services Group
Pennsylvania
$93K +$181 +4 +0.2%
ADL
177
Asset Dedication LLC
California
$89K
Fidelity Investments
178
Fidelity Investments
Massachusetts
$78K +$91 +2 +0.1%
AF
179
Allworth Financial
California
$77K +$6.98K +154 +10%
APC
180
Aspire Private Capital
North Carolina
$77K +$7.3K +161 +10%
HIA
181
Harbor Investment Advisory
Maryland
$70K +$1.27K +28 +2%
JP Morgan Chase
182
JP Morgan Chase
New York
$67K
PA
183
Parallel Advisors
California
$65K
TFGT
184
TS Financial Group (TSFG)
Illinois
$63K
CFD
185
Creative Financial Designs
Indiana
$58K -$4.08K -90 -6%
CFGS
186
Concourse Financial Group Securities
Alabama
$57K
AF
187
Affiance Financial
Minnesota
$53K +$6.03K +133 +13%
BWL
188
Bogart Wealth LLC
Virginia
$51K
GWMIA
189
Global Wealth Management Investment Advisory
Florida
$51K +$1.81K +40 +4%
JWA
190
JFS Wealth Advisors
Pennsylvania
$50K
JFA
191
JNBA Financial Advisors
Minnesota
$48K +$4.13K +91 +9%
OFG
192
Oxford Financial Group
Indiana
$46K -$5.35K -118 -10%
TFS
193
TrustCore Financial Services
Tennessee
$46K
CCM
194
Cribstone Capital Management
Maine
$45K -$4.63K -102 -9%
WWM
195
Wolff Wiese Magana
California
$44K +$91 +2 +0.2%
HWMA
196
Heritage Wealth Management (Arizona)
Arizona
$42K -$31.9K -704 -43%
AWA
197
Arkadios Wealth Advisors
Georgia
$41K +$9.07K +200 +27%
LWM
198
Liberty Wealth Management
California
$37K -$2.36K -52 -6%
SWM
199
Sugarloaf Wealth Management
Georgia
$36K
US Bancorp
200
US Bancorp
Minnesota
$32K +$32.2K +709 New