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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OFG
201
Oxford Financial Group
Indiana
$23K +$22.4K +533 New
CAAS
202
Capital Asset Advisory Services
Michigan
$22K +$21.7K +515 New
IF
203
Ironwood Financial
Arizona
$21K
BWM
204
Birchcreek Wealth Management
Ohio
$21K +$21.1K +500 New
SA
205
SRH Advisors
Kansas
$15K +$14.3K +340 New
ASBI
206
American State Bank (Iowa)
Iowa
$11K +$10.7K +255 New
EK
207
Evensky & Katz
Florida
$10K +$42 +1 +0.4%
NSIM
208
North Star Investment Management
Illinois
$8K +$84 +2 +1%
SWP
209
ShoreHaven Wealth Partners
New Jersey
$8K +$7.66K +182 New
GIA
210
Goodwin Investment Advisory
Georgia
$8K +$8.08K +192 New
FCA
211
FinTrust Capital Advisors
South Carolina
$5K -$17.2K -408 -80%
AWM
212
AllSquare Wealth Management
New York
$5K
NFG
213
Next Financial Group
Texas
$5K
WAS
214
Winch Advisory Services
Wisconsin
$5K
MIM
215
Macroview Investment Management
Maryland
$4K
PCG
216
Private Capital Group
Connecticut
$4K
TRCT
217
Tower Research Capital (TRC)
New York
$4K +$4.25K +101 New
FCH
218
Freestone Capital Holdings
Washington
$3.89K
Northwestern Mutual Wealth Management
219
Northwestern Mutual Wealth Management
Wisconsin
$3K -$173K -4,109 -98%
SL
220
Savior LLC
Massachusetts
$3K
RCM
221
Rain Capital Management
Oregon
$3K +$42 +1 +1%
PGAM
222
Princeton Global Asset Management
New Jersey
$3K +$2.44K +58 New
GFPC
223
Global Financial Private Client
Florida
$2.2K
MF
224
Manchester Financial
California
$1K
FF
225
FourThought Financial
Florida
$1K +$295 +7 New