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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
201
Mascoma Wealth Management
New Hampshire
$24.3K
MBFW
202
Morton Brown Family Wealth
Pennsylvania
$20.3K -$132K -3,297 -86%
HWP
203
Highline Wealth Partners
California
$19.5K +$20.1K +502 New
TSWM
204
Tyler-Stone Wealth Management
Ohio
$19K
DAM
205
Delta Asset Management
Tennessee
$18.5K -$999 -25 -5%
WP
206
WealthShield Partners
North Carolina
$18.4K
WPA
207
West Paces Advisors
Georgia
$17.5K -$34.6K -865 -66%
GWMIA
208
Global Wealth Management Investment Advisory
Florida
$17.5K +$480 +12 +3%
GRP
209
Global Retirement Partners
California
$17.2K +$18K +450 New
CWP
210
Concord Wealth Partners
Virginia
$15.5K +$120 +3 +0.8%
MIM
211
Macroview Investment Management
Maryland
$13.9K
SIA
212
SkyView Investment Advisors
New Jersey
$13K
ACA
213
Aptus Capital Advisors
Alabama
$12K -$19.3K -484 -61%
NSIM
214
North Star Investment Management
Illinois
$10.2K
Northwestern Mutual Wealth Management
215
Northwestern Mutual Wealth Management
Wisconsin
$10.1K +$200 +5 +2%
Fidelity Investments
216
Fidelity Investments
Massachusetts
$9.62K +$40 +1 +0.4%
HL
217
HeadInvest LLC
Maine
$8.08K +$8.35K +209 New
CFD
218
Creative Financial Designs
Indiana
$8.04K -$6.67K -167 -45%
Qube Research & Technologies (QRT)
219
Qube Research & Technologies (QRT)
United Kingdom
$7.55K -$716K -17,912 -99%
CAL
220
Capital Analysts LLC
Pennsylvania
$7K +$40 +1 +0.5%
NC
221
NewSquare Capital
Pennsylvania
$6.31K +$2.04K +51 +46%
HGERS
222
Householder Group Estate & Retirement Specialist
Arizona
$6.26K +$6.39K +160 New
AA
223
Ancora Advisors
Ohio
$3.74K
VF
224
VitalStone Financial
Texas
$3K -$4.4K -110 -60%
PGAM
225
Princeton Global Asset Management
New Jersey
$2.26K