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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
$77K -$45.5K -1,162 -36%
PNC Financial Services Group
177
PNC Financial Services Group
Pennsylvania
$77K +$235 +6 +0.3%
AF
178
Affiance Financial
Minnesota
$72K +$77.2K +1,971 New
GC
179
Gould Capital
Washington
$61K +$470 +12 +0.7%
HIA
180
Harbor Investment Advisory
Maryland
$60K +$1.06K +27 +2%
JP Morgan Chase
181
JP Morgan Chase
New York
$55K
APC
182
Aspire Private Capital
North Carolina
$55K +$4.5K +115 +8%
TFGT
183
TS Financial Group (TSFG)
Illinois
$51K
AIP
184
Almanack Investment Partners
Pennsylvania
$51K +$54.8K +1,400 New
EWM
185
Evermay Wealth Management
Virginia
$46K
AssetMark Inc
186
AssetMark Inc
California
$44K +$1.92K +49 +5%
JFA
187
JNBA Financial Advisors
Minnesota
$43K +$1.53K +39 +3%
BWL
188
Bogart Wealth LLC
Virginia
$42K
CFGS
189
Concourse Financial Group Securities
Alabama
$40K -$7.17K -183 -14%
LPP
190
Life Planning Partners
Florida
$38K
TFS
191
TrustCore Financial Services
Tennessee
$37K
WWM
192
Wolff Wiese Magana
California
$37K +$118 +3 +0.3%
OFG
193
Oxford Financial Group
Indiana
$34K
CFD
194
Creative Financial Designs
Indiana
$33K +$39 +1 +0.1%
ACA
195
Aptus Capital Advisors
Alabama
$30K -$16.3K -415 -33%
SWM
196
Sugarloaf Wealth Management
Georgia
$30K
CWA
197
Clearview Wealth Advisors
Oregon
$29K -$3.92K -100 -11%
MWM
198
Mascoma Wealth Management
New Hampshire
$26K +$78 +2 +0.3%
CL
199
COWA LLC
Oklahoma
$22K +$23.1K +590 New
MBFW
200
Morton Brown Family Wealth
Pennsylvania
$19K