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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WAP
176
Wealthcare Advisory Partners
Pennsylvania
$234K -$45.9K -987 -17%
NWM
177
Northwest Wealth Management
Iowa
$229K +$372 +8 +0.2%
JWA
178
JFS Wealth Advisors
Pennsylvania
$227K -$3.21K -69 -1%
SFGP
179
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$225K +$1.21K +26 +0.6%
AI
180
Atria Investments
North Carolina
$225K +$2.28K +49 +1%
GS
181
GTS Securities
Florida
$225K -$1.71M -36,898 -89%
Carson Wealth (CWM LLC)
182
Carson Wealth (CWM LLC)
Nebraska
$224K +$35.5K +763 +19%
VWM
183
Venturi Wealth Management
Texas
$219K -$48.8K -1,051 -19%
CPCM
184
Cardinal Point Capital Management
Ontario, Canada
$217K +$9.29K +200 +5%
Janney Montgomery Scott
185
Janney Montgomery Scott
Pennsylvania
$214K +$46 +1 +0%
SSA
186
SSA Swiss Advisors
$211K
RWA
187
Redhawk Wealth Advisors
Minnesota
$207K +$202K +4,341 New
KWM
188
Kingsview Wealth Management
Oregon
$206K +$201K +4,322 New
AWM
189
Adams Wealth Management
Utah
$204K -$24K -517 -11%
CI
190
CacheTech Inc
Utah
$204K -$24K -517 -11%
AAS
191
Ameritas Advisory Services
Nebraska
$203K -$5.75M -123,831 -97%
WFS
192
WealthGarden F.S.
California
$202K +$197K +4,231 New
CA
193
CoreCap Advisors
Michigan
$192K +$11.9K +257 +7%
Fidelity Investments
194
Fidelity Investments
Massachusetts
$181K -$3.02K -65 -2%
CPG
195
Cornerstone Planning Group
New Jersey
$176K -$18.9K -406 -10%
PWM
196
Proathlete Wealth Management
Florida
$174K +$1.39K +30 +0.8%
TSMHT
197
Thurston Springer Miller Herd & Titak
Indiana
$171K -$1.3M -27,876 -89%
IAS
198
IMA Advisory Services
Colorado
$168K -$338K -7,277 -65%
BTI
199
Blue Trust Inc
Georgia
$161K
AF
200
Allworth Financial
California
$142K -$14K -301 -9%