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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PGAM
226
Princeton Global Asset Management
New Jersey
$3K – – –
RCM
227
Rain Capital Management
Oregon
$3K +$45 +1 +1%
RCA
228
Ranch Capital Advisors
Florida
$3K +$862 +19 +48%
FCA
229
FinTrust Capital Advisors
South Carolina
$2K -$3.04K -67 -62%
FF
230
FourThought Financial
Florida
$1K – – –
IPW
231
IronBridge Private Wealth
Texas
$1K – – –
BBHC
232
Brown Brothers Harriman & Co
New York
$1K +$862 +19 New
SAM
233
Strategic Asset Management
Minnesota
$1K +$1.13K +25 New
AWA
234
ARQ Wealth Advisors
Arizona
– -$5.8M -128,702 Closed
Citigroup
235
Citigroup
New York
– -$1.16M -25,725 Closed
Citadel Advisors
236
Citadel Advisors
Florida
– -$997K -22,132 Closed
SFG
237
Snider Financial Group
Washington
– -$807K -17,932 Closed
JWCA
238
J.W. Cole Advisors
Florida
– -$756K -16,785 Closed
Deutsche Bank
239
Deutsche Bank
Germany
– -$705K -15,654 Closed
CPWM
240
Cardinal Point Wealth Management
California
– -$624K -13,840 Closed
HPC
241
Hobart Private Capital
North Carolina
– -$514K -11,419 Closed
MSFS
242
Main Street Financial Solutions
Pennsylvania
– -$371K -8,226 Closed
Goldman Sachs
243
Goldman Sachs
New York
– -$350K -7,764 Closed
LGA
244
Lebenthal Global Advisors
New York
– -$319K -7,100 Closed
TSS
245
Two Sigma Securities
New York
– -$260K -5,770 Closed
JAWM
246
J. Arnold Wealth Management
Ohio
– -$224K -4,982 Closed
FIA
247
Foundations Investment Advisors
Arizona
– -$217K -4,799 Closed
DP
248
Divergent Planning
Maryland
– -$205K -4,545 Closed
ASN
249
Advisory Services Network
Georgia
– -$202K -4,473 Closed
SB
250
Strategic Blueprint
Georgia
– -$199K -4,424 Closed