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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TFGT
176
TS Financial Group (TSFG)
Illinois
$57K
WPA
177
West Paces Advisors
Georgia
$53.1K
APC
178
Aspire Private Capital
North Carolina
$50.5K +$40 +1 +0.1%
BWL
179
Bogart Wealth LLC
Virginia
$46.5K
PNC Financial Services Group
180
PNC Financial Services Group
Pennsylvania
$43.9K
WWM
181
Wolff Wiese Magana
California
$41K +$80 +2 +0.2%
JFA
182
JNBA Financial Advisors
Minnesota
$39.4K -$25.2K -630 -39%
OFG
183
Oxford Financial Group
Indiana
$37.6K
AF
184
Advisornet Financial
Minnesota
$36.2K +$18.1K +453 +102%
SS
185
Sunbelt Securities
Texas
$34.8K +$11.3K +283 +49%
HNB
186
Huntington National Bank
Ohio
$34.1K
SWM
187
Sugarloaf Wealth Management
Georgia
$32.3K
ACA
188
Aptus Capital Advisors
Alabama
$32K -$1.8K -45 -5%
AIC
189
Archer Investment Corporation
Indiana
$31K +$30.6K +767 New
HCM
190
Hollencrest Capital Management
California
$30.9K
MWM
191
Mascoma Wealth Management
New Hampshire
$25.1K -$14.7K -369 -37%
GWM
192
Geneos Wealth Management
Colorado
$20.4K -$52.7K -1,321 -72%
DAM
193
Delta Asset Management
Tennessee
$20.2K
TSWM
194
Tyler-Stone Wealth Management
Ohio
$20K +$19.9K +498 New
WP
195
WealthShield Partners
North Carolina
$19.1K
CWA
196
Clearview Wealth Advisors
Oregon
$18.4K
HFS
197
Hantz Financial Services
Michigan
$18K +$18K +451 +45,100%
GWMIA
198
Global Wealth Management Investment Advisory
Florida
$17.7K +$17.4K +437 New
CWP
199
Concord Wealth Partners
Virginia
$16K -$5.91K -148 -27%
CFD
200
Creative Financial Designs
Indiana
$15.1K -$2.16K -54 -13%