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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWAG
176
Polaris Wealth Advisory Group
California
$202K -$75.3K -1,660 -27%
FCA
177
FLC Capital Advisors
California
$201K +$200K +4,413 New
CF
178
Centaurus Financial
California
$193K +$3.72K +82 +2%
Carson Wealth (CWM LLC)
179
Carson Wealth (CWM LLC)
Nebraska
$166K +$165K +3,643 New
Rockefeller Capital Management
180
Rockefeller Capital Management
New York
$164K +$164K +3,624 New
TF
181
TimeScale Financial
Massachusetts
$157K -$1.27K -28 -0.8%
APA
182
American Portfolios Advisors
New York
$156K
ME
183
McIlrath & Eck
Washington
$156K +$156K +3,435 New
PFA
184
Professional Financial Advisors
Nebraska
$152K +$1.18K +26 +0.8%
CPFP
185
Clear Perspectives Financial Planning
Ohio
$148K -$22.1K -487 -13%
AIM
186
Acropolis Investment Management
Missouri
$137K +$137K +3,024 New
AWA
187
Aquire Wealth Advisors
Utah
$130K +$130K +2,864 New
SCA
188
Snowden Capital Advisors
New York
$127K +$127K +2,800 New
National Bank of Canada
189
National Bank of Canada
Quebec, Canada
$123K +$123K +2,708 New
RFWA
190
RPg Family Wealth Advisory
Massachusetts
$112K -$10.4K -229 -8%
PCFFS
191
Pacific Center for Financial Services
California
$106K +$635 +14 +0.6%
PNC Financial Services Group
192
PNC Financial Services Group
Pennsylvania
$95K +$408 +9 +0.4%
Fidelity Investments
193
Fidelity Investments
Massachusetts
$80K +$453 +10 +0.6%
AF
194
Allworth Financial
California
$77K -$1.27K -28 -2%
EK
195
Evensky & Katz
Florida
$72K -$94K -2,073 -57%
HIA
196
Harbor Investment Advisory
Maryland
$72K +$1.18K +26 +2%
LFG
197
Leverty Financial Group
Wisconsin
$70K +$70.6K +1,558 New
JP Morgan Chase
198
JP Morgan Chase
New York
$68K
APC
199
Aspire Private Capital
North Carolina
$67K -$11.1K -244 -14%
CFD
200
Creative Financial Designs
Indiana
$66K +$6.35K +140 +11%