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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WANY
251
Wealthspire Advisors (New York)
New York
$4.09K +$4K +86 New
NB
252
NBT Bank
New York
$3.57K -$1.25K -27 -36%
CFD
253
Creative Financial Designs
Indiana
$3.4K -$16.5K -354 -83%
MAFA
254
MJT & Associates Financial Advisory
Minnesota
$3.09K
HHGA
255
Halbert Hargrove Global Advisors
California
$3.07K -$2.32K -50 -43%
FWM
256
FSA Wealth Management
Massachusetts
$2.66K
RBA
257
Richard Bernstein Advisors
New York
$2.52K -$186 -4 -7%
CA
258
Clearstead Advisors
Ohio
$1.45K
VWWMG
259
Vermillion & White Wealth Management Group
Pennsylvania
$1.43K
BNP Paribas Financial Markets
260
BNP Paribas Financial Markets
France
$1.19K
EWA
261
Elevate Wealth Advisory
Georgia
$761 +$232 +5 +45%
NWMP
262
Noble Wealth Management PBC
Colorado
$619 +$604 +13 New
HNW
263
High Note Wealth
Minnesota
$31
MFS
264
Madrid Financial Services
California
-$17M -368,333 Closed
KCPG
265
Kavar Capital Partners Group
Kansas
-$12.3M -267,607 Closed
Susquehanna International Group
266
Susquehanna International Group
Pennsylvania
-$2.29M -49,712 Closed
APWA
267
Atlas Private Wealth Advisors
New Jersey
-$386K -8,392 Closed
AAP
268
Arax Advisory Partners
Colorado
-$338K -7,343 Closed
FPAS
269
Focus Partners Advisor Solutions
Missouri
-$304K -6,607 Closed
AWA
270
Archvest Wealth Advisors
California
-$259K -5,615 Closed
FWM
271
FLP Wealth Management
Arkansas
-$247K -5,361 Closed
Citadel Advisors
272
Citadel Advisors
Florida
-$223K -4,851 Closed
PJWM
273
Philip James Wealth Mangement
Georgia
-$221K -4,805 Closed
SEIA
274
Signature Estate & Investment Advisors
California
-$201K -4,364 Closed
PWA
275
Physician Wealth Advisors
Utah
-$94.3K -2,047 Closed