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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BOPW
176
Brandywine Oak Private Wealth
Pennsylvania
$203K +$197K +4,491 New
CPCM
177
Cardinal Point Capital Management
Ontario, Canada
$202K -$17.1K -390 -8%
ME
178
McIlrath & Eck
Washington
$199K +$3.42K +78 +2%
AF
179
Advisornet Financial
Minnesota
$196K +$23.6K +538 +14%
DWM
180
Darwin Wealth Management
Florida
$194K +$188K +4,297 New
AF
181
Allworth Financial
California
$155K +$7.28K +166 +5%
BTI
182
Blue Trust Inc
Georgia
$145K
SWA
183
SOA Wealth Advisors
New York
$144K -$12.8K -291 -8%
CPG
184
Cornerstone Planning Group
New Jersey
$141K +$1.45K +33 +1%
CA
185
CoreCap Advisors
Michigan
$140K +$136K +3,104 New
PCMC
186
Private Capital Management (Colorado)
Colorado
$138K -$10.3K -236 -7%
FFA
187
Founders Financial Alliance
North Carolina
$135K -$5.79K -132 -4%
LOIP
188
Live Oak Investment Partners
Texas
$123K
SS
189
Sunbelt Securities
Texas
$111K +$17.3K +395 +19%
JIP
190
Jaffetilchin Investment Partners
Florida
$99.7K +$97K +2,211 New
IAIM
191
International Assets Investment Management
Florida
$99.2K -$132K -3,000 -58%
CWC
192
Carolinas Wealth Consulting
North Carolina
$89.4K +$833 +19 +1%
GRP
193
Global Retirement Partners
California
$88.6K -$15.1K -345 -15%
Carson Wealth (CWM LLC)
194
Carson Wealth (CWM LLC)
Nebraska
$85K +$132 +3 +0.2%
SL
195
Salomon & Ludwin
Virginia
$82.3K
PA
196
Parallel Advisors
California
$78K -$28.5K -650 -27%
HIA
197
Harbor Investment Advisory
Maryland
$75.1K -$1.97K -45 -3%
PCFFS
198
Pacific Center for Financial Services
California
$68.5K -$33.1K -756 -33%
Comerica Bank
199
Comerica Bank
Texas
$68K -$22.8K -521 -26%
GC
200
Gould Capital
Washington
$61.8K -$877 -20 -1%