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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
201
William Blair & Company
Illinois
$31K
CFA
202
Cahill Financial Advisors
Minnesota
$28K +$28K +617 New
DAM
203
Delta Asset Management
Tennessee
$26K -$1.13K -25 -4%
LPWM
204
Lake Point Wealth Management
Texas
$23K +$6.03K +133 +34%
OIA
205
Optimum Investment Advisors
Illinois
$22K
IF
206
Ironwood Financial
Arizona
$20K
MAM
207
McCarthy Asset Management
California
$19K +$91 +2 +0.5%
MWM
208
Mascoma Wealth Management
New Hampshire
$19K +$19.5K +429 New
RG
209
Retirement Group
California
$18K +$18.1K +400 New
WAS
210
Winch Advisory Services
Wisconsin
$17K -$25.4K -560 -60%
SA
211
SRH Advisors
Kansas
$15K
SCA
212
Stonebridge Capital Advisors
Minnesota
$14K +$91 +2 +0.6%
Fifth Third Bancorp
213
Fifth Third Bancorp
Ohio
$12K
WQ
214
Wealth Quarterback
New Jersey
$12K +$45 +1 +0.4%
ASBI
215
American State Bank (Iowa)
Iowa
$11.4K
HR
216
Howe & Rusling
New York
$10K
MIM
217
Macroview Investment Management
Maryland
$9K
MA
218
Montag & Associates
Georgia
$9K
KTC
219
Kistler-Tiffany Companies
Pennsylvania
$9K +$4.58K +101 +113%
GIA
220
Goodwin Investment Advisory
Georgia
$8K
NSIM
221
North Star Investment Management
Illinois
$8K
CWP
222
Concord Wealth Partners
Virginia
$6K +$5.85K +129 New
AWM
223
AllSquare Wealth Management
New York
$5K
NFG
224
Next Financial Group
Texas
$5K
PCG
225
Private Capital Group
Connecticut
$4K