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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
176
Rockefeller Capital Management
New York
$127K +$132K +3,270 New
AIP
177
Ahrens Investment Partners
Louisiana
$118K -$142K -3,525 -54%
National Bank of Canada
178
National Bank of Canada
Quebec, Canada
$117K -$9.09K -225 -7%
Qube Research & Technologies (QRT)
179
Qube Research & Technologies (QRT)
United Kingdom
$107K -$955K -23,622 -90%
PCFFS
180
Pacific Center for Financial Services
California
$91K +$202 +5 +0.2%
EWA
181
EverSource Wealth Advisors
Alabama
$90K +$93.8K +2,322 New
AF
182
Allworth Financial
California
$88K +$19K +471 +26%
PNC Financial Services Group
183
PNC Financial Services Group
Pennsylvania
$81K +$121 +3 +0.1%
GC
184
Gould Capital
Washington
$64K +$20.4K +505 +44%
HIA
185
Harbor Investment Advisory
Maryland
$63K
JP Morgan Chase
186
JP Morgan Chase
New York
$58K
TFGT
187
TS Financial Group (TSFG)
Illinois
$55K
APC
188
Aspire Private Capital
North Carolina
$54K
CFGS
189
Concourse Financial Group Securities
Alabama
$50K
EWM
190
Evermay Wealth Management
Virginia
$49K -$39.4K -975 -44%
ACA
191
Aptus Capital Advisors
Alabama
$49K -$5.42K -134 -10%
PA
192
Parallel Advisors
California
$47K
BWL
193
Bogart Wealth LLC
Virginia
$45K
JFA
194
JNBA Financial Advisors
Minnesota
$44K +$768 +19 +2%
AssetMark Inc
195
AssetMark Inc
California
$42K +$2.51K +62 +6%
LPP
196
Life Planning Partners
Florida
$40K
TFS
197
TrustCore Financial Services
Tennessee
$40K
WWM
198
Wolff Wiese Magana
California
$39K +$40 +1 +0.1%
SJIA
199
St. James Investment Advisors
New York
$37K
OFG
200
Oxford Financial Group
Indiana
$36K -$4.24K -105 -10%