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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FFA
176
Founders Financial Alliance
North Carolina
$149K -$98.1K -2,349 -40%
SWA
177
SOA Wealth Advisors
New York
$148K -$134K -3,205 -48%
BTI
178
Blue Trust Inc
Georgia
$145K
AWM
179
Avior Wealth Management
Nebraska
$108K -$72.7K -1,740 -41%
PCFFS
180
Pacific Center for Financial Services
California
$103K +$752 +18 +0.8%
CWC
181
Carolinas Wealth Consulting
North Carolina
$92K -$5.68K -136 -6%
SS
182
Sunbelt Securities
Texas
$90.3K +$50.3K +1,205 +133%
CA
183
CoreCap Advisors
Michigan
$78.8K +$76.9K +1,841 New
AssetMark Inc
184
AssetMark Inc
California
$77.4K +$3.55K +85 +5%
HIA
185
Harbor Investment Advisory
Maryland
$72.9K -$1.21K -29 -2%
Comerica Bank
186
Comerica Bank
Texas
$71.6K -$201K -4,823 -74%
SWM
187
Spire Wealth Management
Virginia
$62.6K -$7.23K -173 -11%
GC
188
Gould Capital
Washington
$61.6K -$2.05K -49 -3%
Qube Research & Technologies (QRT)
189
Qube Research & Technologies (QRT)
United Kingdom
$54.6K -$136K -3,254 -72%
JFA
190
JNBA Financial Advisors
Minnesota
$54K +$209 +5 +0.4%
APC
191
Aspire Private Capital
North Carolina
$52.2K
GWM
192
Geneos Wealth Management
Colorado
$50.2K -$3.01K -72 -6%
PNC Financial Services Group
193
PNC Financial Services Group
Pennsylvania
$46.5K
PA
194
Pineridge Advisors
Missouri
$42.8K -$31.4K -752 -43%
CP
195
Castleview Partners
Texas
$39.8K -$3.51K -84 -8%
SWM
196
Sugarloaf Wealth Management
Georgia
$34.2K
HCM
197
Hollencrest Capital Management
California
$32.7K
AIC
198
Archer Investment Corporation
Indiana
$30.7K -$2.09K -50 -7%
GRP
199
Global Retirement Partners
California
$30.2K -$63.1K -1,511 -68%
GJIA
200
Glass Jacobson Investment Advisors
Maryland
$26.7K