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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VWM
176
Venturi Wealth Management
Texas
$131K +$129K +3,286 New
BTI
177
Blue Trust Inc
Georgia
$128K
TWA
178
TCI Wealth Advisors
Arizona
$125K +$123K +3,126 New
TF
179
TimeScale Financial
Massachusetts
$111K -$50.3K -1,280 -31%
GC
180
Gould Capital
Washington
$109K +$39.5K +1,006 +58%
Northwestern Mutual Wealth Management
181
Northwestern Mutual Wealth Management
Wisconsin
$109K +$97.3K +2,477 +971%
CWC
182
Carolinas Wealth Consulting
North Carolina
$104K +$3.06K +78 +3%
PCFFS
183
Pacific Center for Financial Services
California
$94.2K +$92.8K +2,362 New
AIP
184
Ahrens Investment Partners
Louisiana
$75.5K +$74.4K +1,894 New
GWM
185
Geneos Wealth Management
Colorado
$72.8K -$45.3K -1,153 -39%
HIA
186
Harbor Investment Advisory
Maryland
$70.4K +$1.53K +39 +2%
JFA
187
JNBA Financial Advisors
Minnesota
$63.9K +$15K +381 +31%
TFGT
188
TS Financial Group (TSFG)
Illinois
$56K
AssetMark Inc
189
AssetMark Inc
California
$54.7K +$2.55K +65 +5%
WPA
190
West Paces Advisors
Georgia
$52.4K
APC
191
Aspire Private Capital
North Carolina
$49.8K -$10.7K -271 -18%
BWL
192
Bogart Wealth LLC
Virginia
$45.8K
CFGS
193
Concourse Financial Group Securities
Alabama
$43.9K
PNC Financial Services Group
194
PNC Financial Services Group
Pennsylvania
$43.3K -$40.2K -1,022 -48%
WWM
195
Wolff Wiese Magana
California
$40.4K +$79 +2 +0.2%
MWM
196
Mascoma Wealth Management
New Hampshire
$39.8K -$2.91K -74 -7%
OFG
197
Oxford Financial Group
Indiana
$37.1K
HNB
198
Huntington National Bank
Ohio
$33.7K
ACA
199
Aptus Capital Advisors
Alabama
$33.3K -$196 -5 -0.6%
SWM
200
Sugarloaf Wealth Management
Georgia
$31.9K