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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WIM
151
WealthPlan Investment Management
Nebraska
$229K +$228K +5,833 New
FAAM
152
First Ascent Asset Management
Colorado
$224K +$14.1K +359 +6%
KWM
153
Kingsview Wealth Management
Oregon
$223K -$5.6K -143 -2%
TC
154
Trilogy Capital
California
$223K +$10.5K +268 +5%
BCI
155
Brinker Capital Investments
Pennsylvania
$220K -$1.14M -29,163 -83%
GIP
156
Greatmark Investment Partners
Georgia
$220K
Cetera Investment Advisers
157
Cetera Investment Advisers
Illinois
$216K -$361K -9,224 -61%
BAM
158
Belpointe Asset Management
Nevada
$212K +$35.7K +912 +19%
BOPW
159
Brandywine Oak Private Wealth
Pennsylvania
$202K -$15K -384 -6%
MIC
160
Means Investment Company
Maine
$200K +$5.09K +130 +2%
RIA
161
Realta Investment Advisors
Delaware
$191K -$14.6K -373 -7%
ME
162
McIlrath & Eck
Washington
$189K +$15.9K +406 +9%
JWA
163
JFS Wealth Advisors
Pennsylvania
$185K
WA
164
WestEnd Advisors
North Carolina
$174K -$154K -3,928 -45%
TF
165
TimeScale Financial
Massachusetts
$149K -$10.3K -262 -6%
CWC
166
Carolinas Wealth Consulting
North Carolina
$145K -$138K -3,530 -47%
PA
167
Parallel Advisors
California
$144K +$107K +2,720 +224%
AF
168
Allworth Financial
California
$137K +$58K +1,482 +65%
BTI
169
Blue Trust Inc
Georgia
$132K
AIM
170
Acropolis Investment Management
Missouri
$128K +$783 +20 +0.6%
GWM
171
Geneos Wealth Management
Colorado
$127K -$665K -16,969 -83%
PFA
172
Professional Financial Advisors
Nebraska
$127K +$5.21K +133 +4%
APA
173
American Portfolios Advisors
New York
$126K +$118 +3 +0.1%
National Bank of Canada
174
National Bank of Canada
Quebec, Canada
$109K -$979 -25 -0.8%
PCFFS
175
Pacific Center for Financial Services
California
$86K +$431 +11 +0.5%