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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MFS
126
Madrona Financial Services
Washington
$396K -$1.88M -43,195 -82%
MF
127
Manchester Financial
California
$391K +$396K +9,100 New
Truist Financial
128
Truist Financial
North Carolina
$390K -$472K -10,832 -54%
OAM
129
Occidental Asset Management
California
$388K +$5.44K +125 +1%
Renaissance Technologies
130
Renaissance Technologies
New York
$387K +$392K +9,000 New
LIG
131
Lokken Investment Group
Delaware
$386K -$18.7K -430 -4%
TC
132
Trilogy Capital
California
$379K -$13.4M -307,932 -97%
AWA
133
Acorn Wealth Advisors
Michigan
$377K -$697 -16 -0.2%
BHWM
134
Bay Harbor Wealth Management
Maryland
$373K +$1.18K +27 +0.3%
Thrivent Financial for Lutherans
135
Thrivent Financial for Lutherans
Minnesota
$373K +$378K +8,674 New
UCFA
136
United Capital Financial Advisors
Texas
$350K -$5.62K -129 -2%
CG
137
CFO4Life Group
Texas
$341K
EA
138
Efficient Advisors
Ohio
$338K -$41K -942 -11%
ARC
139
Advisor Resource Council
Texas
$326K
CWC
140
Carolinas Wealth Consulting
North Carolina
$321K +$2K +46 +0.6%
CIA
141
Compass Ion Advisors
Pennsylvania
$318K -$13.8M -316,220 -98%
CCFM
142
Clear Creek Financial Management
Washington
$318K +$1.13K +26 +0.4%
HighTower Advisors
143
HighTower Advisors
Illinois
$317K +$320K +7,357 New
SSC
144
Syverson Strege & Co
Iowa
$314K -$76.1K -1,747 -19%
AWS
145
Atria Wealth Solutions
New York
$311K +$315K +7,242 New
NP
146
NorthRock Partners
Minnesota
$309K -$25K -574 -7%
Goldman Sachs
147
Goldman Sachs
New York
$302K -$1.85M -42,370 -86%
ATPW
148
Ashton Thomas Private Wealth
Arizona
$295K
ACA
149
Anchor Capital Advisors
Massachusetts
$294K
FFA
150
Founders Financial Alliance
North Carolina
$294K