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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NP
126
NorthRock Partners
Minnesota
$338K -$137K -3,140 -29%
Thrivent Financial for Lutherans
127
Thrivent Financial for Lutherans
Minnesota
$336K
ACA
128
Anchor Capital Advisors
Massachusetts
$332K
AFP
129
Ausdal Financial Partners
Iowa
$331K +$57.5K +1,322 +21%
LGA
130
Lebenthal Global Advisors
New York
$317K +$27.9K +640 +10%
WAP
131
Wealthcare Advisory Partners
Pennsylvania
$305K +$305K +7,000 New
CWC
132
Carolinas Wealth Consulting
North Carolina
$304K -$7.22K -166 -2%
FFA
133
Founders Financial Alliance
North Carolina
$302K +$2.83K +65 +1%
PWAG
134
Polaris Wealth Advisory Group
California
$300K +$87 +2 +0%
RSWM
135
Robertson Stephens Wealth Management
California
$293K -$793K -18,217 -73%
SWA
136
SOA Wealth Advisors
New York
$292K -$18K -414 -6%
AIP
137
Ahrens Investment Partners
Louisiana
$292K +$15.2K +349 +5%
BA
138
Bluesphere Advisors
Pennsylvania
$287K -$8.53K -196 -3%
ODG
139
O'Dell Group
Ohio
$285K -$14.1K -324 -5%
CBFP
140
Cedar Brook Financial Partners
Ohio
$272K +$43.1K +991 +19%
VWM
141
Vigilare Wealth Management
Arizona
$271K +$12K +275 +5%
MPPLM
142
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$271K +$25.6K +588 +9%
AWM
143
Adams Wealth Management
Utah
$264K -$4.4K -101 -2%
GIP
144
Greatmark Investment Partners
Georgia
$261K
BAM
145
Belpointe Asset Management
Nevada
$254K +$45.7K +1,051 +22%
KWM
146
Kingsview Wealth Management
Oregon
$243K -$114K -2,629 -32%
TFA
147
TPG Financial Advisors
Oregon
$240K -$37.6K -863 -14%
CSIA
148
Charles Schwab Investment Advisory
California
$238K +$237K +5,455 New
MWC
149
MKD Wealth Coaches
Michigan
$236K -$14.3K -329 -6%
FIG
150
FundX Investment Group
California
$231K -$237K -5,453 -51%