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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TSWM
201
Tyler-Stone Wealth Management
Ohio
$19K
BA
202
Bellwether Advisors
Nebraska
$19K +$1.02K +26 +5%
HWMA
203
Heritage Wealth Management (Arizona)
Arizona
$16K -$1.37K -35 -8%
FCA
204
FinTrust Capital Advisors
South Carolina
$16K +$16K +408 +2,267%
SJIA
205
St. James Investment Advisors
New York
$15K -$21K -537 -57%
Fidelity Investments
206
Fidelity Investments
Massachusetts
$13K -$4.7K -120 -25%
MIM
207
Macroview Investment Management
Maryland
$13K
NSIM
208
North Star Investment Management
Illinois
$10K -$7.25K -185 -40%
FCAS
209
First Command Advisory Services
Texas
$9K +$25.1K +642 New
HR
210
Howe & Rusling
New York
$8K
KTC
211
Kistler-Tiffany Companies
Pennsylvania
$7K
MA
212
Montag & Associates
Georgia
$7K
CCM
213
Cribstone Capital Management
Maine
$6K -$26.2K -670 -82%
AWM
214
AllSquare Wealth Management
New York
$4K
Fifth Third Bancorp
215
Fifth Third Bancorp
Ohio
$4K +$3.92K +100 New
RCM
216
Rain Capital Management
Oregon
$3K +$39 +1 +1%
PGAM
217
Princeton Global Asset Management
New Jersey
$2K
KFI
218
Key Financial Inc
Pennsylvania
$1K
SAM
219
Strategic Asset Management
Minnesota
$1K +$39 +1 +4%
NC
220
NewSquare Capital
Pennsylvania
$1K +$1.14K +29 New
Franklin Resources
221
Franklin Resources
California
-$2.44M -62,723 Closed
Goldman Sachs
222
Goldman Sachs
New York
-$2.18M -55,915 Closed
HIP
223
Harrell Investment Partners
Texas
-$1.84M -47,303 Closed
AI
224
Atria Investments
North Carolina
-$1.32M -33,766 Closed
OC
225
Oppenheimer & Co
New York
-$1.13M -28,869 Closed