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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NEWAS
251
N.E.W. Advisory Services
Wisconsin
$3.07K +$3.08K +70 New
MAFA
252
MJT & Associates Financial Advisory
Minnesota
$2.85K +$2.86K +65 New
WA
253
WestEnd Advisors
North Carolina
$2.5K -$109K -2,467 -98%
FWM
254
FSA Wealth Management
Massachusetts
$2.29K -$19.6K -446 -94%
CA
255
Clearstead Advisors
Ohio
$1.32K +$1.32K +30 New
NWMP
256
Noble Wealth Management PBC
Colorado
$570
TRCT
257
Tower Research Capital (TRC)
New York
$176 +$176 +4 New
RBA
258
Richard Bernstein Advisors
New York
$169 +$176 +4 New
EWA
259
Elevate Wealth Advisory
Georgia
$44 +$44 +1 New
HNW
260
High Note Wealth
Minnesota
$28
AT
261
American Trust
Kentucky
-$7.21M -165,906 Closed
RL
262
Retireful LLC
Michigan
-$4.38M -100,834 Closed
ACP
263
Aveo Capital Partners
Colorado
-$1.84M -42,455 Closed
TCMP
264
Thrive Capital Management (Pennsylvania)
Pennsylvania
-$1.74M -40,104 Closed
CFGS
265
Concourse Financial Group Securities
Alabama
-$1.3M -29,522 Closed
FFBTD
266
First Financial Bank - Trust Division
Ohio
-$1.06M -24,461 Closed
FHA
267
Flagship Harbor Advisors
Massachusetts
-$784K -18,059 Closed
AFM
268
Armstrong Fleming & Moore
District of Columbia
-$606K -13,961 Closed
CAM
269
Congress Asset Management
Massachusetts
-$534K -12,293 Closed
BCI
270
Brinker Capital Investments
Pennsylvania
-$462K -10,630 Closed
OPS
271
Orion Portfolio Solutions
Nebraska
-$462K -10,630 Closed
AI
272
Atria Investments
North Carolina
-$413K -9,513 Closed
Renaissance Technologies
273
Renaissance Technologies
New York
-$361K -8,300 Closed
ZIM
274
Zacks Investment Management
Illinois
-$323K -7,435 Closed
KWM
275
Kingsview Wealth Management
Oregon
-$309K -7,113 Closed