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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RIA
176
Realta Investment Advisors
Delaware
$226K
CF
177
Centaurus Financial
California
$226K +$43.6K +1,002 +24%
NFG
178
Nations Financial Group
Iowa
$219K
JWA
179
JFS Wealth Advisors
Pennsylvania
$217K +$171K +3,934 +352%
Janney Montgomery Scott
180
Janney Montgomery Scott
Pennsylvania
$215K -$3.36M -77,125 -94%
DP
181
Divergent Planning
Maryland
$215K +$217K +4,993 New
FAAM
182
First Ascent Asset Management
Colorado
$209K -$46K -1,056 -18%
ME
183
McIlrath & Eck
Washington
$205K +$57.8K +1,327 +39%
Carson Wealth (CWM LLC)
184
Carson Wealth (CWM LLC)
Nebraska
$169K +$12.9K +296 +8%
APA
185
American Portfolios Advisors
New York
$162K +$14.9K +342 +10%
TF
186
TimeScale Financial
Massachusetts
$161K +$12.7K +291 +8%
CWA
187
Clearview Wealth Advisors
Oregon
$149K -$51.5K -1,182 -25%
AIM
188
Acropolis Investment Management
Missouri
$149K +$19.6K +450 +15%
PFA
189
Professional Financial Advisors
Nebraska
$143K -$784 -18 -0.5%
National Bank of Canada
190
National Bank of Canada
Quebec, Canada
$139K +$23.2K +532 +20%
HWMA
191
Heritage Wealth Management (Arizona)
Arizona
$120K +$121K +2,783 New
RFWA
192
RPg Family Wealth Advisory
Massachusetts
$106K
PCFFS
193
Pacific Center for Financial Services
California
$100K
EWM
194
Evermay Wealth Management
Virginia
$96K +$97K +2,227 New
PNC Financial Services Group
195
PNC Financial Services Group
Pennsylvania
$90K
CPFP
196
Clear Perspectives Financial Planning
Ohio
$89K -$51.7K -1,187 -37%
AF
197
Allworth Financial
California
$77K +$4.66K +107 +6%
HIA
198
Harbor Investment Advisory
Maryland
$69K +$1.09K +25 +2%
JP Morgan Chase
199
JP Morgan Chase
New York
$64K
EDRH
200
Edmond de Rothschild Holding
Switzerland
$64K +$65.3K +1,500 New