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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TFS
201
TrustCore Financial Services
Tennessee
$46K
WWM
202
Wolff Wiese Magana
California
$45K +$45 +1 +0.1%
JFA
203
JNBA Financial Advisors
Minnesota
$44K -$490 -11 -1%
WAS
204
Winch Advisory Services
Wisconsin
$42K -$10K -225 -19%
LWM
205
Liberty Wealth Management
California
$39K +$9.63K +216 +33%
SWM
206
Sugarloaf Wealth Management
Georgia
$36K -$841K -18,876 -96%
William Blair & Company
207
William Blair & Company
Illinois
$32K
AWA
208
Arkadios Wealth Advisors
Georgia
$32K +$32.6K +731 New
LAS
209
Lloyd Advisory Services
Georgia
$30K -$136K -3,061 -82%
SL
210
Savior LLC
Massachusetts
$30K +$25.9K +582 +728%
DAM
211
Delta Asset Management
Tennessee
$27K
OIA
212
Optimum Investment Advisors
Illinois
$23K +$22.3K +500 New
IF
213
Ironwood Financial
Arizona
$20K -$1.51K -34 -7%
MAM
214
McCarthy Asset Management
California
$19K -$101K -2,272 -84%
LPWM
215
Lake Point Wealth Management
Texas
$18K +$17.4K +391 New
TWA
216
TCI Wealth Advisors
Arizona
$16K +$16.1K +361 New
SA
217
SRH Advisors
Kansas
$15K
SCA
218
Stonebridge Capital Advisors
Minnesota
$14K -$56.9K -1,277 -80%
Fifth Third Bancorp
219
Fifth Third Bancorp
Ohio
$13K
WQ
220
Wealth Quarterback
New Jersey
$12K +$11.9K +266 New
ASBI
221
American State Bank (Iowa)
Iowa
$11.5K
HR
222
Howe & Rusling
New York
$10K +$9.94K +223 New
MIM
223
Macroview Investment Management
Maryland
$9K
MA
224
Montag & Associates
Georgia
$9K
Northwestern Mutual Wealth Management
225
Northwestern Mutual Wealth Management
Wisconsin
$9K +$8.91K +200 New