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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NWM
176
Northwest Wealth Management
Iowa
$211K +$44 +1 +0%
PJWM
177
Philip James Wealth Mangement
Georgia
$210K -$35.2K -800 -14%
WP
178
Westmount Partners
California
$210K +$211K +4,788 New
SF
179
Summit Financial
New Jersey
$207K +$207K +4,713 New
FFG
180
Fiduciary Financial Group
California
$206K +$968 +22 +0.5%
SFGP
181
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$206K -$8.89K -202 -4%
CPG
182
Cornerstone Planning Group
New Jersey
$190K +$23.3K +529 +14%
AF
183
Advisornet Financial
Minnesota
$161K +$16.9K +385 +12%
PWM
184
Proathlete Wealth Management
Florida
$159K +$159K +3,620 New
CA
185
CoreCap Advisors
Michigan
$152K -$13K -295 -8%
BTI
186
Blue Trust Inc
Georgia
$148K
CRFG
187
Columbia River Financial Group
Washington
$148K +$149K +3,381 New
AF
188
Allworth Financial
California
$146K -$3.35K -76 -2%
SWA
189
SOA Wealth Advisors
New York
$142K
Fidelity Investments
190
Fidelity Investments
Massachusetts
$129K +$60.9K +1,383 +88%
DWM
191
Darwin Wealth Management
Florida
$122K
SS
192
Sunbelt Securities
Texas
$113K +$1.32K +30 +1%
HIA
193
HFM Investment Advisors
New Jersey
$113K +$114K +2,583 New
Qube Research & Technologies (QRT)
194
Qube Research & Technologies (QRT)
United Kingdom
$106K +$82.3K +1,870 +341%
CIAS
195
Capital Investment Advisory Services
North Carolina
$106K -$22.4K -510 -17%
SC
196
SouthState Corp
Florida
$104K +$104K +2,362 New
FFA
197
Founders Financial Alliance
North Carolina
$85.9K -$132 -3 -0.2%
SL
198
Salomon & Ludwin
Virginia
$78.1K
CWC
199
Carolinas Wealth Consulting
North Carolina
$77.7K +$924 +21 +1%
ME
200
McIlrath & Eck
Washington
$76.9K -$264 -6 -0.3%