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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
National Bank of Canada
151
National Bank of Canada
Quebec, Canada
$238K +$53.1K +1,329 +28%
IAIM
152
International Assets Investment Management
Florida
$229K -$34K -851 -13%
TFA
153
TPG Financial Advisors
Oregon
$227K +$11.6K +290 +5%
FFA
154
Founders Financial Alliance
North Carolina
$227K
CBFP
155
Cedar Brook Financial Partners
Ohio
$217K -$3.44K -86 -2%
DWM
156
Darwin Wealth Management
Florida
$216K -$14.5K -362 -6%
PIAS
157
PCA Investment Advisory Services
Ohio
$213K +$160 +4 +0.1%
CAPTRUST Financial Advisors
158
CAPTRUST Financial Advisors
North Carolina
$212K -$54.1K -1,354 -20%
WP
159
WealthPLAN Partners
Nebraska
$211K -$400 -10 -0.2%
Bank of Montreal
160
Bank of Montreal
Ontario, Canada
$210K -$70.7K -1,770 -25%
RIA
161
Realta Investment Advisors
Delaware
$208K
LEFP
162
Leading Edge Financial Planning
Tennessee
$206K -$42.4K -1,062 -17%
AWM
163
Avior Wealth Management
Nebraska
$205K -$237K -5,922 -53%
VP
164
Verum Partners
North Carolina
$203K +$1.4K +35 +0.7%
AF
165
Allworth Financial
California
$195K -$13.5K -338 -6%
PA
166
Parallel Advisors
California
$186K
FDCDDQ
167
Federation des caisses Desjardins du Quebec
Quebec, Canada
$180K -$9.59K -240 -5%
SWM
168
Spire Wealth Management
Virginia
$170K -$619K -15,486 -78%
ME
169
McIlrath & Eck
Washington
$164K -$999 -25 -0.6%
CTC
170
Central Trust Company
Missouri
$157K +$161K +4,030 New
PCMC
171
Private Capital Management (Colorado)
Colorado
$151K -$9.99K -250 -6%
SL
172
Salomon & Ludwin
Virginia
$150K +$154K +3,865 New
BTI
173
Blue Trust Inc
Georgia
$137K
VWM
174
Venturi Wealth Management
Texas
$126K -$1.36K -34 -1%
LOIP
175
Live Oak Investment Partners
Texas
$122K