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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GC
201
Gould Capital
Washington
$73.3K
PA
202
Parallel Advisors
California
$72.5K
PCFFS
203
Pacific Center for Financial Services
California
$67.8K
1NWS
204
1 North Wealth Services
Maryland
$67.5K +$67.7K +1,538 New
HIA
205
Harbor Investment Advisory
Maryland
$64.2K -$5.77K -131 -8%
T
206
Transce3nd
Texas
$58K +$2.69K +61 +5%
RF
207
Rossby Financial
Florida
$54K +$54.4K +1,236 New
LFG
208
Larson Financial Group
Missouri
$52.2K +$52.4K +1,190 New
TSMHT
209
Thurston Springer Miller Herd & Titak
Indiana
$52.1K +$27.5K +625 +111%
EF
210
Elite Financial
Idaho
$52K +$52.8K +1,200 New
CFP
211
Comprehensive Financial Planning
Pennsylvania
$51.3K -$44 -1 -0.1%
FFA
212
Farther Finance Advisors
California
$46K -$5.55K -126 -11%
JFA
213
JNBA Financial Advisors
Minnesota
$45.4K -$12K -272 -21%
CAWM
214
Capital A Wealth Management
Pennsylvania
$44.4K -$16.7K -379 -27%
Comerica Bank
215
Comerica Bank
Texas
$42.5K -$184K -4,180 -81%
PA
216
Pineridge Advisors
Missouri
$41.8K
NS
217
NBC Securities
Alabama
$41K +$41.8K +950 New
RCA
218
Runnymede Capital Advisors
Ohio
$39.6K
KIM
219
Kestra Investment Management
Texas
$39.5K +$39.6K +900 New
GWM
220
Geneos Wealth Management
Colorado
$36.9K -$21.7K -494 -37%
Northwestern Mutual Wealth Management
221
Northwestern Mutual Wealth Management
Wisconsin
$36.2K -$37.9K -862 -51%
SWM
222
Spire Wealth Management
Virginia
$28.2K -$24.2K -550 -46%
WWM
223
Wolff Wiese Magana
California
$27.5K
AIC
224
Archer Investment Corporation
Indiana
$27.4K
GJIA
225
Glass Jacobson Investment Advisors
Maryland
$27.1K