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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AF
201
Affiance Financial
Minnesota
$74.9K
HNB
202
Huntington National Bank
Ohio
$70.1K
GC
203
Gould Capital
Washington
$65.8K +$2.58K +68 +4%
HIA
204
Harbor Investment Advisory
Maryland
$65.6K +$3.49K +92 +6%
APC
205
Aspire Private Capital
North Carolina
$57.8K +$872 +23 +2%
TFGT
206
TS Financial Group (TSFG)
Illinois
$53K
CA
207
CoreCap Advisors
Michigan
$50K +$49.9K +1,315 New
WPA
208
West Paces Advisors
Georgia
$50K +$49.9K +1,315 New
AssetMark Inc
209
AssetMark Inc
California
$49.7K +$6.56K +173 +15%
MCC
210
Money Concepts Capital
Florida
$49.5K +$49.4K +1,303 New
JFA
211
JNBA Financial Advisors
Minnesota
$46.5K +$1.9K +50 +4%
BWL
212
Bogart Wealth LLC
Virginia
$43.7K
CFGS
213
Concourse Financial Group Securities
Alabama
$41.8K
MWM
214
Mascoma Wealth Management
New Hampshire
$40.6K +$13.9K +367 +52%
TFS
215
TrustCore Financial Services
Tennessee
$38.8K
WWM
216
Wolff Wiese Magana
California
$38.4K +$76 +2 +0.2%
OFG
217
Oxford Financial Group
Indiana
$35.3K
ACA
218
Aptus Capital Advisors
Alabama
$32K +$227 +6 +0.7%
SWM
219
Sugarloaf Wealth Management
Georgia
$30.4K
HCM
220
Hollencrest Capital Management
California
$29.1K +$29K +765 New
HWMA
221
Heritage Wealth Management (Arizona)
Arizona
$27.5K +$11.3K +299 +70%
LFG
222
Larson Financial Group
Missouri
$26.9K +$26.8K +708 New
BA
223
Bellwether Advisors
Nebraska
$20.9K +$1.1K +29 +6%
CWP
224
Concord Wealth Partners
Virginia
$20.7K +$20.6K +544 New
RFG
225
RFP Financial Group
Georgia
$20.6K +$20.5K +542 New