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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
201
AssetMark Inc
California
$71.6K +$8.56K +216 +14%
SWM
202
Spire Wealth Management
Virginia
$67.3K -$108K -2,724 -62%
GC
203
Gould Capital
Washington
$61.8K -$2.18K -55 -4%
TFGT
204
TS Financial Group (TSFG)
Illinois
$58K
JFA
205
JNBA Financial Advisors
Minnesota
$52.2K +$1.67K +42 +3%
GWM
206
Geneos Wealth Management
Colorado
$51.7K
APC
207
Aspire Private Capital
North Carolina
$50.6K +$5.43K +137 +13%
PNC Financial Services Group
208
PNC Financial Services Group
Pennsylvania
$45.1K -$12.6K -317 -23%
CP
209
Castleview Partners
Texas
$42.1K +$5.27K +133 +15%
SS
210
Sunbelt Securities
Texas
$37.6K +$79 +2 +0.2%
TVAMP
211
Tennessee Valley Asset Management Partners
Tennessee
$36.6K +$35K +882 New
RBA
212
Richard Bernstein Advisors
New York
$33.4K -$318K -8,026 -91%
SWM
213
Sugarloaf Wealth Management
Georgia
$33.2K
AWM
214
Able Wealth Management
New Jersey
$33K +$31.6K +796 New
AIC
215
Archer Investment Corporation
Indiana
$31.8K
HCM
216
Hollencrest Capital Management
California
$31.8K
LPP
217
Life Planning Partners
Florida
$29.9K +$28.5K +720 New
WWM
218
Wolff Wiese Magana
California
$28K -$13.6K -342 -34%
GJIA
219
Glass Jacobson Investment Advisors
Maryland
$25.9K
MWM
220
Mascoma Wealth Management
New Hampshire
$25.9K
BWL
221
Bogart Wealth LLC
Virginia
$24.7K -$9.2K -232 -28%
OFG
222
Oxford Financial Group
Indiana
$22.9K -$15K -378 -41%
MBFW
223
Morton Brown Family Wealth
Pennsylvania
$21.7K
PCWA
224
Pacific Capital Wealth Advisors
California
$20.8K +$19.9K +502 New
HWP
225
Highline Wealth Partners
California
$20.8K