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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
151
Belpointe Asset Management
Nevada
$207K -$14.9K -354 -7%
JAWM
152
J. Arnold Wealth Management
Ohio
$203K +$1.9K +45 +1%
MCWS
153
McKinley Carter Wealth Services
West Virginia
$203K +$198K +4,696 New
IWC
154
Integrated Wealth Concepts
Massachusetts
$202K +$197K +4,671 New
AF
155
Allworth Financial
California
$201K +$196K +4,663 New
COCM
156
Charter Oak Capital Management
New Hampshire
$187K +$182K +4,321 New
CPFP
157
Clear Perspectives Financial Planning
Ohio
$163K +$159K +3,777 New
CF
158
Centaurus Financial
California
$160K -$13.4K -318 -8%
TPWA
159
TRUE Private Wealth Advisors
Oregon
$157K -$162K -3,849 -51%
FDCDDQ
160
Federation des caisses Desjardins du Quebec
Quebec, Canada
$129K
Fifth Third Bancorp
161
Fifth Third Bancorp
Ohio
$125K +$122K +2,900 New
RFWA
162
RPg Family Wealth Advisory
Massachusetts
$125K
PFA
163
Professional Financial Advisors
Nebraska
$121K +$37.2K +884 +46%
MAM
164
McCarthy Asset Management
California
$116K +$114K +2,696 New
PNC Financial Services Group
165
PNC Financial Services Group
Pennsylvania
$114K -$97.4K -2,313 -47%
IAIM
166
International Assets Investment Management
Florida
$110K -$122K -2,905 -53%
APWA
167
Atlas Private Wealth Advisors
New Jersey
$109K -$28.8K -684 -21%
CWA
168
Clearview Wealth Advisors
Oregon
$104K +$101K +2,400 New
Carson Wealth (CWM LLC)
169
Carson Wealth (CWM LLC)
Nebraska
$101K
PCFFS
170
Pacific Center for Financial Services
California
$99K +$253 +6 +0.3%
SFS
171
Sowell Financial Services
Arkansas
$93K +$295 +7 +0.3%
TF
172
TimeScale Financial
Massachusetts
$92K +$36K +855 +67%
ADL
173
Asset Dedication LLC
California
$86K +$84.2K +2,000 New
PA
174
Parallel Advisors
California
$79K
GWMIA
175
Global Wealth Management Investment Advisory
Florida
$75K +$10.1K +239 +16%