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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWA
126
Consilium Wealth Advisory
Texas
$350K
PA
127
PFG Advisors
Arizona
$348K -$230K -5,848 -40%
SI
128
SimpliFi Inc
California
$348K +$73.2K +1,863 +27%
AT
129
Arden Trust
Delaware
$347K -$49.7M -1,265,188 -99%
FAAM
130
First Ascent Asset Management
Colorado
$341K +$20.6K +523 +7%
UW
131
Unique Wealth
Florida
$335K +$668 +17 +0.2%
CC
132
Cypress Capital
Tennessee
$320K -$74.4K -1,893 -19%
AAP
133
Arax Advisory Partners
Colorado
$318K +$33.9K +863 +12%
MCWS
134
McKinley Carter Wealth Services
West Virginia
$317K +$3.14K +80 +1%
CG
135
CFO4Life Group
Texas
$316K -$13.9K -354 -4%
BHWM
136
Bay Harbor Wealth Management
Maryland
$306K
TFA
137
TPG Financial Advisors
Oregon
$302K +$6.29K +160 +2%
SPIA
138
Steward Partners Investment Advisory
New York
$301K +$6.6K +168 +2%
AWM
139
Axxcess Wealth Management
California
$291K
CAPTRUST Financial Advisors
140
CAPTRUST Financial Advisors
North Carolina
$291K -$39.5K -1,004 -12%
AT
141
American Trust
Kentucky
$290K +$6.13K +156 +2%
OAM
142
Occidental Asset Management
California
$283K -$9.04K -230 -3%
SWA
143
SOA Wealth Advisors
New York
$278K +$7.47K +190 +3%
NP
144
NorthRock Partners
Minnesota
$276K
ACA
145
Anchor Capital Advisors
Massachusetts
$273K
RA
146
RFG Advisory
Alabama
$269K
LEFP
147
Leading Edge Financial Planning
Tennessee
$266K +$262K +6,670 New
ODG
148
O'Dell Group
Ohio
$265K +$196 +5 +0.1%
DWM
149
Darwin Wealth Management
Florida
$257K -$13.4K -340 -5%
JWA
150
JFS Wealth Advisors
Pennsylvania
$257K +$50.1K +1,275 +25%