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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AF
176
Advisornet Financial
Minnesota
$164K +$635 +15 +0.4%
SWA
177
SOA Wealth Advisors
New York
$150K +$551 +13 +0.4%
BTI
178
Blue Trust Inc
Georgia
$145K
PCMC
179
Private Capital Management (Colorado)
Colorado
$142K -$13.4K -317 -9%
AF
180
Allworth Financial
California
$141K -$123K -2,904 -47%
CPG
181
Cornerstone Planning Group
New Jersey
$135K -$31K -731 -19%
FFA
182
Founders Financial Alliance
North Carolina
$135K -$15.3K -362 -10%
LOIP
183
Live Oak Investment Partners
Texas
$134K
RFG
184
RFP Financial Group
Georgia
$132K -$58.6K -1,384 -31%
PA
185
Parallel Advisors
California
$102K -$216K -5,107 -68%
GRP
186
Global Retirement Partners
California
$99.4K +$67.9K +1,604 +227%
PCFFS
187
Pacific Center for Financial Services
California
$97.8K -$5.72K -135 -6%
SS
188
Sunbelt Securities
Texas
$88.4K -$2.37K -56 -3%
Comerica Bank
189
Comerica Bank
Texas
$87.2K +$14.9K +353 +21%
CWC
190
Carolinas Wealth Consulting
North Carolina
$84.4K -$7.88K -186 -9%
Carson Wealth (CWM LLC)
191
Carson Wealth (CWM LLC)
Nebraska
$81K -$990K -23,383 -93%
SL
192
Salomon & Ludwin
Virginia
$78.5K -$86.4K -2,040 -53%
HIA
193
Harbor Investment Advisory
Maryland
$73.5K +$212 +5 +0.3%
GC
194
Gould Capital
Washington
$59.8K -$2.12K -50 -3%
SWM
195
Spire Wealth Management
Virginia
$55.7K -$7.2K -170 -12%
JFA
196
JNBA Financial Advisors
Minnesota
$54K -$296 -7 -0.6%
APC
197
Aspire Private Capital
North Carolina
$52.9K +$466 +11 +0.9%
CP
198
Castleview Partners
Texas
$45.6K +$5.46K +129 +14%
PA
199
Pineridge Advisors
Missouri
$43.1K +$85 +2 +0.2%
GWM
200
Geneos Wealth Management
Colorado
$42.1K -$8.22K -194 -17%