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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WP
151
Westmount Partners
California
$403K +$6.53K +133 +2%
KCA
152
Kastel Capital Advisors
Massachusetts
$400K
CG
153
CFO4Life Group
Texas
$396K
GM
154
GeoWealth Management
Illinois
$395K +$8.5K +173 +2%
Lido Advisors
155
Lido Advisors
California
$394K -$20.1K -409 -5%
MA
156
Maxele Advisors
Missouri
$392K +$386K +7,866 New
AQR Capital Management
157
AQR Capital Management
Connecticut
$390K
CAM
158
Capital Asset Management
Colorado
$387K -$64.5K -1,312 -14%
PAYA
159
Phil A. Younker & Associates
Alaska
$380K
RA
160
RFG Advisory
Alabama
$371K +$2.36K +48 +0.6%
CA
161
Centennial Advisors
Texas
$360K +$355K +7,220 New
Citadel Advisors
162
Citadel Advisors
Florida
$355K -$377K -7,683 -52%
Creative Planning
163
Creative Planning
Kansas
$353K +$73.8K +1,503 +27%
XFP
164
Xena Financial Planning
Oregon
$347K
SWP
165
Sagespring Wealth Partners
Tennessee
$343K +$4.03K +82 +1%
LEFP
166
Leading Edge Financial Planning
Tennessee
$329K
BFWM
167
Bright Futures Wealth Management
New York
$327K -$7.27K -148 -2%
PPWM
168
Premier Private Wealth Management
Florida
$325K -$89.5K -1,821 -22%
CA
169
Claro Advisors
Massachusetts
$322K
GIA
170
GHP Investment Advisors
Colorado
$321K
SFA
171
Sequoia Financial Advisors
Ohio
$321K +$316K +6,427 New
HF
172
HRT Financial
New York
$318K +$313K +6,376 New
Jane Street
173
Jane Street
New York
$318K +$313K +6,371 New
WFAG
174
Worth Financial Advisory Group
North Carolina
$317K +$312K +6,355 New
GS
175
GWN Securities
Florida
$313K -$144K -2,928 -32%