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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
201
Sugarloaf Wealth Management
Georgia
$34.4K
HCM
202
Hollencrest Capital Management
California
$32.9K
ATPW
203
Ashton Thomas Private Wealth
Arizona
$29.1K +$28.6K +676 New
GJIA
204
Glass Jacobson Investment Advisors
Maryland
$26.9K
AIC
205
Archer Investment Corporation
Indiana
$26.5K -$4.24K -100 -14%
WWM
206
Wolff Wiese Magana
California
$26.5K +$85 +2 +0.3%
BWL
207
Bogart Wealth LLC
Virginia
$25.6K
OFG
208
Oxford Financial Group
Indiana
$23.7K
MWM
209
Mascoma Wealth Management
New Hampshire
$21.6K -$296 -7 -1%
UCB
210
United Community Bank
South Carolina
$21.5K +$21.2K +500 New
TSWM
211
Tyler-Stone Wealth Management
Ohio
$21.5K +$42 +1 +0.2%
DAM
212
Delta Asset Management
Tennessee
$20.4K
MIM
213
Macroview Investment Management
Maryland
$18.2K +$85 +2 +0.5%
IA
214
IFP Advisors
Florida
$17.7K +$10.6K +250 +155%
Northwestern Mutual Wealth Management
215
Northwestern Mutual Wealth Management
Wisconsin
$16.8K +$5.76K +136 +53%
CAL
216
Capital Analysts LLC
Pennsylvania
$16K +$85 +2 +0.5%
LTI
217
Laffer Tengler Investments
Tennessee
$15.6K +$15.4K +363 New
TCG
218
Transcendent Capital Group
Oklahoma
$14.7K
Qube Research & Technologies (QRT)
219
Qube Research & Technologies (QRT)
United Kingdom
$14.4K -$39.9K -942 -74%
AssetMark Inc
220
AssetMark Inc
California
$11.8K -$65K -1,535 -85%
WPA
221
West Paces Advisors
Georgia
$11.6K
NS
222
NBC Securities
Alabama
$8K
FFA
223
Farther Finance Advisors
California
$7.78K
CWP
224
Concord Wealth Partners
Virginia
$7.77K +$42 +1 +0.6%
TCM
225
TruNorth Capital Management
Michigan
$7.74K +$7.62K +180 New