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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWA
151
Consilium Wealth Advisory
Texas
$286K +$54.7K +1,256 +23%
AIP
152
Ahrens Investment Partners
Louisiana
$282K -$45.7K -1,049 -14%
ODG
153
O'Dell Group
Ohio
$282K -$1.96K -45 -0.7%
Bank of Montreal
154
Bank of Montreal
Ontario, Canada
$281K -$38.5K -884 -12%
SWA
155
SOA Wealth Advisors
New York
$279K +$610 +14 +0.2%
TFA
156
TPG Financial Advisors
Oregon
$267K -$20.2K -464 -7%
FSG
157
Financial Strategies Group
Michigan
$266K +$2.83K +65 +1%
KWM
158
Kingsview Wealth Management
Oregon
$265K +$11.1K +254 +4%
LNC
159
Lincoln National Corp
Pennsylvania
$265K +$6.32K +145 +2%
BNP Paribas Financial Markets
160
BNP Paribas Financial Markets
France
$261K -$417K -9,585 -61%
GIP
161
Greatmark Investment Partners
Georgia
$258K
FHA
162
Flagship Harbor Advisors
Massachusetts
$255K -$77.7K -1,784 -23%
WAP
163
Wealthcare Advisory Partners
Pennsylvania
$253K
W
164
Wealthquest
Ohio
$248K
BOPW
165
Brandywine Oak Private Wealth
Pennsylvania
$248K +$10.8K +247 +4%
RSWM
166
Robertson Stephens Wealth Management
California
$247K -$43.6K -1,000 -15%
CAPTRUST Financial Advisors
167
CAPTRUST Financial Advisors
North Carolina
$247K -$39.5K -907 -14%
LFAS
168
Level Four Advisory Services
Texas
$239K -$958 -22 -0.4%
WWM
169
Western Wealth Management
Colorado
$238K +$241K +5,542 New
SOS
170
Silver Oak Securities
Tennessee
$231K +$239K +5,489 New
MIC
171
Means Investment Company
Maine
$230K -$101K -2,321 -30%
AWM
172
Adams Wealth Management
Utah
$230K -$15.8K -362 -6%
COCM
173
Charter Oak Capital Management
New Hampshire
$230K +$32.2K +740 +16%
CBFP
174
Cedar Brook Financial Partners
Ohio
$228K -$46K -1,056 -17%
CSPIA
175
Cary Street Partners Investment Advisory
Virginia
$228K +$231K +5,300 New