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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Thrivent Financial for Lutherans
151
Thrivent Financial for Lutherans
Minnesota
$233K -$109K -2,706 -31%
HighTower Advisors
152
HighTower Advisors
Illinois
$233K -$57.5K -1,422 -19%
BOPW
153
Brandywine Oak Private Wealth
Pennsylvania
$230K +$5.5K +136 +2%
EA
154
Efficient Advisors
Ohio
$228K -$81.8K -2,025 -26%
TC
155
Trilogy Capital
California
$227K -$120K -2,975 -34%
FAAM
156
First Ascent Asset Management
Colorado
$225K +$36.6K +906 +19%
RIA
157
Realta Investment Advisors
Delaware
$219K +$13.5K +334 +6%
WWM
158
Western Wealth Management
Colorado
$217K
CF
159
Centaurus Financial
California
$216K +$11.9K +294 +6%
CAPTRUST Financial Advisors
160
CAPTRUST Financial Advisors
North Carolina
$214K -$10K -248 -4%
OCM
161
One Capital Management
California
$213K +$222K +5,481 New
Bank of New York Mellon
162
Bank of New York Mellon
New York
$212K +$220K +5,434 New
MIC
163
Means Investment Company
Maine
$208K -$283 -7 -0.1%
CBFP
164
Cedar Brook Financial Partners
Ohio
$207K +$606 +15 +0.3%
FSG
165
Financial Strategies Group
Michigan
$206K -$36.9K -913 -15%
LFAS
166
Level Four Advisory Services
Texas
$205K -$12.1K -300 -5%
COCM
167
Charter Oak Capital Management
New Hampshire
$201K -$7.72K -191 -4%
JWA
168
JFS Wealth Advisors
Pennsylvania
$197K
BAM
169
Belpointe Asset Management
Nevada
$190K -$186K -4,592 -49%
ME
170
McIlrath & Eck
Washington
$186K
TF
171
TimeScale Financial
Massachusetts
$169K +$23.6K +585 +16%
BTI
172
Blue Trust Inc
Georgia
$145K +$137K +3,379 New
AIM
173
Acropolis Investment Management
Missouri
$136K +$364 +9 +0.3%
APA
174
American Portfolios Advisors
New York
$134K -$13.5K -334 -9%
PFA
175
Professional Financial Advisors
Nebraska
$130K -$81 -2 -0.1%