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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AF
201
Allworth Financial
California
$151K -$3.36K -76 -2%
SWA
202
SOA Wealth Advisors
New York
$122K -$25.2K -571 -18%
HIA
203
HFM Investment Advisors
New Jersey
$120K +$1.5K +34 +1%
DWM
204
Darwin Wealth Management
Florida
$116K -$12.2K -276 -10%
SS
205
Sunbelt Securities
Texas
$111K -$1.32K -30 -1%
GRP
206
Global Retirement Partners
California
$108K +$104K +2,345 New
PWA
207
Physician Wealth Advisors
Utah
$94.3K +$90.4K +2,047 New
FFA
208
Founders Financial Alliance
North Carolina
$90.1K
FFA
209
Farther Finance Advisors
California
$89.2K +$39.4K +891 +85%
CIAS
210
Capital Investment Advisory Services
North Carolina
$86.7K -$23.5K -531 -22%
ME
211
McIlrath & Eck
Washington
$82.2K +$1.41K +32 +2%
SL
212
Salomon & Ludwin
Virginia
$81.5K
1NWS
213
1 North Wealth Services
Maryland
$77.5K +$6.41K +145 +9%
BBHC
214
Brown Brothers Harriman & Co
New York
$75.7K +$72.7K +1,645 New
PCFFS
215
Pacific Center for Financial Services
California
$71.6K +$398 +9 +0.6%
PA
216
Parallel Advisors
California
$71.6K -$4.29K -97 -6%
HIA
217
Harbor Investment Advisory
Maryland
$68.5K +$1.1K +25 +2%
GWM
218
Geneos Wealth Management
Colorado
$57K +$17.5K +397 +47%
RF
219
Rossby Financial
Florida
$56.9K
CFP
220
Comprehensive Financial Planning
Pennsylvania
$54.2K +$353 +8 +0.7%
Franklin Resources
221
Franklin Resources
California
$53.5K +$51.4K +1,163 New
UB
222
UMB Bank
Missouri
$52K +$49.9K +1,130 New
SIS
223
Sound Income Strategies
Florida
$47.5K +$45.6K +1,032 New
JFA
224
JNBA Financial Advisors
Minnesota
$47.3K -$353 -8 -0.8%
SC
225
SouthState Corp
Florida
$46.9K -$59.3K -1,343 -57%