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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWA
201
Clearview Wealth Advisors
Oregon
$35K -$104K -2,570 -74%
CFD
202
Creative Financial Designs
Indiana
$35K +$40 +1 +0.1%
CCM
203
Cribstone Capital Management
Maine
$32K +$121 +3 +0.4%
SWM
204
Sugarloaf Wealth Management
Georgia
$31K
GWMIA
205
Global Wealth Management Investment Advisory
Florida
$29K -$10.8K -268 -26%
MWM
206
Mascoma Wealth Management
New Hampshire
$27K +$40 +1 +0.1%
IWP
207
IAG Wealth Partners
Wisconsin
$22K +$22.6K +559 New
CWP
208
Concord Wealth Partners
Virginia
$21K -$8.2K -203 -28%
TSWM
209
Tyler-Stone Wealth Management
Ohio
$21K
MBFW
210
Morton Brown Family Wealth
Pennsylvania
$20K
Fidelity Investments
211
Fidelity Investments
Massachusetts
$19K -$36.7K -909 -65%
BA
212
Bellwether Advisors
Nebraska
$19K +$1.7K +42 +9%
LPWM
213
Lake Point Wealth Management
Texas
$18K -$10.5K -260 -36%
NSIM
214
North Star Investment Management
Illinois
$18K +$40 +1 +0.2%
HWMA
215
Heritage Wealth Management (Arizona)
Arizona
$17.9K -$93.9K -2,323 -83%
Northwestern Mutual Wealth Management
216
Northwestern Mutual Wealth Management
Wisconsin
$17K +$18K +445 New
MIM
217
Macroview Investment Management
Maryland
$14K
SCA
218
Stonebridge Capital Advisors
Minnesota
$12K +$40 +1 +0.3%
HR
219
Howe & Rusling
New York
$9K
MA
220
Montag & Associates
Georgia
$8K
KTC
221
Kistler-Tiffany Companies
Pennsylvania
$7K +$40 +1 +0.5%
CPFP
222
Clear Perspectives Financial Planning
Ohio
$6K -$77.6K -1,920 -93%
AWM
223
AllSquare Wealth Management
New York
$5K
RCM
224
Rain Capital Management
Oregon
$3K
PGAM
225
Princeton Global Asset Management
New Jersey
$2K