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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPG
176
Cornerstone Planning Group
New Jersey
$112K +$6.75K +169 +6%
MAWA
177
Moss Adams Wealth Advisors
Washington
$98.2K +$101K +2,522 New
PCFFS
178
Pacific Center for Financial Services
California
$92.7K +$480 +12 +0.5%
CWC
179
Carolinas Wealth Consulting
North Carolina
$86.5K +$879 +22 +1%
RFG
180
RFP Financial Group
Georgia
$83.7K +$71.3K +1,784 +487%
HIA
181
Harbor Investment Advisory
Maryland
$70.9K +$999 +25 +1%
GC
182
Gould Capital
Washington
$59.7K -$46.2K -1,155 -43%
AssetMark Inc
183
AssetMark Inc
California
$58.7K +$2.88K +72 +5%
TFGT
184
TS Financial Group (TSFG)
Illinois
$55K
PNC Financial Services Group
185
PNC Financial Services Group
Pennsylvania
$54.7K +$12.7K +317 +29%
GWM
186
Geneos Wealth Management
Colorado
$48.5K +$29.6K +740 +146%
JFA
187
JNBA Financial Advisors
Minnesota
$47.3K +$9.63K +241 +25%
HFS
188
Hantz Financial Services
Michigan
$47K +$30K +751 +166%
AF
189
Advisornet Financial
Minnesota
$43.2K +$8.51K +213 +24%
APC
190
Aspire Private Capital
North Carolina
$42.1K -$6.71K -168 -13%
WWM
191
Wolff Wiese Magana
California
$39.6K +$80 +2 +0.2%
WA
192
WestEnd Advisors
North Carolina
$37.4K +$38.4K +960 New
OFG
193
Oxford Financial Group
Indiana
$36.2K
SS
194
Sunbelt Securities
Texas
$35.2K +$1.72K +43 +5%
CP
195
Castleview Partners
Texas
$34.3K +$35.3K +882 New
BWL
196
Bogart Wealth LLC
Virginia
$32.2K -$12.9K -323 -28%
SWM
197
Sugarloaf Wealth Management
Georgia
$31.1K
AIC
198
Archer Investment Corporation
Indiana
$29.9K
HCM
199
Hollencrest Capital Management
California
$29.8K
GJIA
200
Glass Jacobson Investment Advisors
Maryland
$24.3K +$25K +625 New