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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RBA
201
Richard Bernstein Advisors
New York
$26.3K -$7.81K -187 -23%
WWM
202
Wolff Wiese Magana
California
$26.3K -$2.55K -61 -9%
BWL
203
Bogart Wealth LLC
Virginia
$25.5K – – –
OFG
204
Oxford Financial Group
Indiana
$23.6K – – –
MBFW
205
Morton Brown Family Wealth
Pennsylvania
$22.3K – – –
MWM
206
Mascoma Wealth Management
New Hampshire
$21.8K -$4.8K -115 -18%
PCWA
207
Pacific Capital Wealth Advisors
California
$21.5K – – –
TSWM
208
Tyler-Stone Wealth Management
Ohio
$21.3K – – –
DAM
209
Delta Asset Management
Tennessee
$20.3K – – –
FWM
210
FSA Wealth Management
Massachusetts
$19.9K -$84 -2 -0.4%
MIM
211
Macroview Investment Management
Maryland
$18K +$2.42K +58 +16%
AI
212
Arvest Investments
Arkansas
$17.4K – – –
CAL
213
Capital Analysts LLC
Pennsylvania
$16K +$7.52K +180 +96%
TCG
214
Transcendent Capital Group
Oklahoma
$14.6K +$334 +8 +2%
FIM
215
Fernwood Investment Management
Massachusetts
$13K +$12.7K +303 New
WPA
216
West Paces Advisors
Georgia
$11.6K – – –
Northwestern Mutual Wealth Management
217
Northwestern Mutual Wealth Management
Wisconsin
$10.9K – – –
NSIM
218
North Star Investment Management
Illinois
$10.6K – – –
CFD
219
Creative Financial Designs
Indiana
$8.98K – – –
NS
220
NBC Securities
Alabama
$8K +$8.36K +200 New
FFA
221
Farther Finance Advisors
California
$7.7K +$3.01K +72 +66%
CWP
222
Concord Wealth Partners
Virginia
$7.69K – – –
IA
223
IFP Advisors
Florida
$6.89K -$3.13K -75 -32%
ACA
224
American Capital Advisory
Idaho
$5.38K – – –
ACA
225
Aptus Capital Advisors
Alabama
$4.92K +$4.64K +111 +2,775%