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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TFA
151
TPG Financial Advisors
Oregon
$304K +$28.4K +626 +10%
CAPTRUST Financial Advisors
152
CAPTRUST Financial Advisors
North Carolina
$302K -$70.5K -1,556 -19%
TPWA
153
TRUE Private Wealth Advisors
Oregon
$302K +$18.8K +414 +7%
ODG
154
O'Dell Group
Ohio
$301K +$1.77K +39 +0.6%
SWA
155
SOA Wealth Advisors
New York
$296K +$272 +6 +0.1%
CBFP
156
Cedar Brook Financial Partners
Ohio
$289K +$60.8K +1,342 +27%
BAM
157
Belpointe Asset Management
Nevada
$288K +$5.62K +124 +2%
BA
158
Bluesphere Advisors
Pennsylvania
$282K -$9.16K -202 -3%
FSG
159
Financial Strategies Group
Michigan
$279K -$94.5K -2,084 -25%
LNC
160
Lincoln National Corp
Pennsylvania
$274K +$273K +6,022 New
GIP
161
Greatmark Investment Partners
Georgia
$273K
FAAM
162
First Ascent Asset Management
Colorado
$269K -$377K -8,310 -58%
KWM
163
Kingsview Wealth Management
Oregon
$269K -$1.45K -32 -0.5%
WAP
164
Wealthcare Advisory Partners
Pennsylvania
$267K
AWM
165
Adams Wealth Management
Utah
$260K -$35.6K -785 -12%
LFAS
166
Level Four Advisory Services
Texas
$254K +$253K +5,585 New
IWN
167
Independent Wealth Network
Iowa
$253K +$13.7K +302 +6%
BOPW
168
Brandywine Oak Private Wealth
Pennsylvania
$251K +$32.2K +711 +15%
W
169
Wealthquest
Ohio
$248K -$113K -2,496 -31%
CWA
170
Consilium Wealth Advisory
Texas
$245K +$245K +5,395 New
RIA
171
Realta Investment Advisors
Delaware
$239K +$17.7K +390 +8%
NFG
172
Nations Financial Group
Iowa
$231K +$408 +9 +0.2%
CWA
173
Clearview Wealth Advisors
Oregon
$212K -$6.8K -150 -3%
COCM
174
Charter Oak Capital Management
New Hampshire
$209K +$4.9K +108 +2%
SFWA
175
Summit Financial Wealth Advisors
Louisiana
$204K