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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WA
201
WestEnd Advisors
North Carolina
$63.1K -$1.19M -27,366 Closed
MCC
202
Money Concepts Capital
Florida
$61K +$61.6K +1,415 New
Fidelity Investments
203
Fidelity Investments
Massachusetts
$60K -$15.9K -364 -21%
TFGT
204
TS Financial Group (TSFG)
Illinois
$60K
ACA
205
Aptus Capital Advisors
Alabama
$59K -$603K -13,847 -91%
APC
206
Aspire Private Capital
North Carolina
$59K -$4.27K -98 -7%
CFGS
207
Concourse Financial Group Securities
Alabama
$55K
PA
208
Parallel Advisors
California
$52K
BWL
209
Bogart Wealth LLC
Virginia
$49K
GC
210
Gould Capital
Washington
$49K
JFA
211
JNBA Financial Advisors
Minnesota
$48K +$436 +10 +0.9%
LPP
212
Life Planning Partners
Florida
$45K
OFG
213
Oxford Financial Group
Indiana
$44K
TFS
214
TrustCore Financial Services
Tennessee
$44K
AssetMark Inc
215
AssetMark Inc
California
$44K +$44.6K +1,023 New
WWM
216
Wolff Wiese Magana
California
$43K
GWMIA
217
Global Wealth Management Investment Advisory
Florida
$43K +$1.31K +30 +3%
SJIA
218
St. James Investment Advisors
New York
$40K -$87 -2 -0.2%
CFD
219
Creative Financial Designs
Indiana
$39K -$23.2K -533 -37%
CCM
220
Cribstone Capital Management
Maine
$35K -$13.1K -300 -27%
SWM
221
Sugarloaf Wealth Management
Georgia
$34K
CWP
222
Concord Wealth Partners
Virginia
$32K +$915 +21 +3%
LPWM
223
Lake Point Wealth Management
Texas
$31K +$4.92K +113 +19%
MWM
224
Mascoma Wealth Management
New Hampshire
$30K
LWP
225
Laurel Wealth Planning
Minnesota
$30K +$30.7K +705 New