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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWA
251
Medallion Wealth Advisors
Connecticut
$13.7K +$14K +315 New
WPA
252
West Paces Advisors
Georgia
$11.7K
CWP
253
Concord Wealth Partners
Virginia
$8.05K +$133 +3 +2%
ACA
254
American Capital Advisory
Idaho
$5.87K -$1.29K -29 -18%
ACA
255
Aptus Capital Advisors
Alabama
$5.09K -$24.5K -552 -83%
FWM
256
FLP Wealth Management
Arkansas
$5.08K +$5.19K +117 New
HHGA
257
Halbert Hargrove Global Advisors
California
$5.01K +$5.1K +115 New
AA
258
Ancora Advisors
Ohio
$4.17K
NB
259
NBT Bank
New York
$3.26K
CFD
260
Creative Financial Designs
Indiana
$3.06K -$2.17K -49 -41%
NWMP
261
Noble Wealth Management PBC
Colorado
$565 +$577 +13 New
HNW
262
High Note Wealth
Minnesota
$28 +$44 +1 New
PCWA
263
Pacific Capital Wealth Advisors
California
$3
RBA
264
Richard Bernstein Advisors
New York
$3
KCPG
265
Kavar Capital Partners Group
Kansas
-$12.1M -269,074 Closed
Jane Street
266
Jane Street
New York
-$1.4M -30,941 Closed
SOS
267
Silver Oak Securities
Tennessee
-$606K -13,422 Closed
FEG
268
Fund Evaluation Group
Ohio
-$526K -11,651 Closed
Goldman Sachs
269
Goldman Sachs
New York
-$487K -10,794 Closed
SA
270
Sanctuary Advisors
Indiana
-$475K -10,721 Closed
NWMG
271
National Wealth Management Group
Ohio
-$464K -10,277 Closed
NP
272
NorthRock Partners
Minnesota
-$317K -7,019 Closed
BAM
273
BOS Asset Management
Illinois
-$204K -4,532 Closed
CPCM
274
Cardinal Point Capital Management
Ontario, Canada
-$202K -4,479 Closed
JIP
275
Jaffetilchin Investment Partners
Florida
-$99.7K -2,211 Closed