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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
201
Geneos Wealth Management
Colorado
$60.2K +$15.5K +354 +36%
JFA
202
JNBA Financial Advisors
Minnesota
$56.8K +$219 +5 +0.4%
APC
203
Aspire Private Capital
North Carolina
$56.2K +$702 +16 +1%
SWM
204
Spire Wealth Management
Virginia
$53.8K -$4.47K -102 -8%
CP
205
Castleview Partners
Texas
$47.8K -$44 -1 -0.1%
PA
206
Pineridge Advisors
Missouri
$45.3K +$44 +1 +0.1%
SWM
207
Sugarloaf Wealth Management
Georgia
$36.1K
ACA
208
Aptus Capital Advisors
Alabama
$30.2K +$24.5K +558 +503%
GJIA
209
Glass Jacobson Investment Advisors
Maryland
$28.2K
AIC
210
Archer Investment Corporation
Indiana
$27.9K +$88 +2 +0.3%
WWM
211
Wolff Wiese Magana
California
$27.9K +$132 +3 +0.5%
BWL
212
Bogart Wealth LLC
Virginia
$26.8K
OFG
213
Oxford Financial Group
Indiana
$24.9K
PNC Financial Services Group
214
PNC Financial Services Group
Pennsylvania
$23.3K +$22.6K +516 New
MWM
215
Mascoma Wealth Management
New Hampshire
$22.7K
UCB
216
United Community Bank
South Carolina
$22.6K
DAM
217
Delta Asset Management
Tennessee
$21.4K
FWM
218
FSA Wealth Management
Massachusetts
$21.2K +$20.6K +470 New
Northwestern Mutual Wealth Management
219
Northwestern Mutual Wealth Management
Wisconsin
$20.7K +$2.94K +67 +17%
MIM
220
Macroview Investment Management
Maryland
$19.3K +$132 +3 +0.7%
IA
221
IFP Advisors
Florida
$18.5K
CAL
222
Capital Analysts LLC
Pennsylvania
$17K +$132 +3 +0.8%
AssetMark Inc
223
AssetMark Inc
California
$15.8K +$3.29K +75 +27%
TCG
224
Transcendent Capital Group
Oklahoma
$15.4K
WPA
225
West Paces Advisors
Georgia
$12.2K