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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FDCDDQ
151
Federation des caisses Desjardins du Quebec
Quebec, Canada
$292K -$57.2K -1,305 -17%
AWA
152
Archvest Wealth Advisors
California
$268K -$219 -5 -0.1%
EWM
153
Executive Wealth Management
Michigan
$263K +$256K +5,829 New
Mercer Global Advisors
154
Mercer Global Advisors
Colorado
$258K -$323K -7,362 -56%
GVAG
155
Great Valley Advisor Group
Delaware
$257K -$5.48K -125 -2%
CAPTRUST Financial Advisors
156
CAPTRUST Financial Advisors
North Carolina
$256K -$9.95K -227 -4%
AWM
157
Aprio Wealth Management
Georgia
$256K
CA
158
Claro Advisors
Massachusetts
$255K +$248K +5,650 New
EAM
159
Empirical Asset Management
Massachusetts
$249K -$2.19K -50 -0.9%
Nomura Asset Management
160
Nomura Asset Management
Japan
$248K
PJWM
161
Philip James Wealth Mangement
Georgia
$247K +$3.07K +70 +1%
DAS
162
Dynamic Advisor Solutions
Arizona
$247K -$3.68K -84 -2%
CIA
163
Concurrent Investment Advisors
Florida
$246K +$27.9K +636 +13%
FFG
164
Fiduciary Financial Group
California
$230K +$24.6K +561 +12%
CFGSD
165
Compass Financial Group (South Dakota)
South Dakota
$229K -$25.3K -578 -10%
TFA
166
TPG Financial Advisors
Oregon
$225K +$9.12K +208 +4%
JWA
167
JFS Wealth Advisors
Pennsylvania
$222K +$1.67K +38 +0.8%
SEIA
168
Signature Estate & Investment Advisors
California
$220K -$5.04K -115 -2%
AI
169
Atria Investments
North Carolina
$219K -$11.9K -272 -5%
NWM
170
Northwest Wealth Management
Iowa
$216K -$11.9K -271 -5%
CA
171
CGN Advisors
Kansas
$213K +$207K +4,724 New
AWM
172
Adams Wealth Management
Utah
$210K -$3.6K -82 -2%
CI
173
CacheTech Inc
Utah
$210K -$3.6K -82 -2%
VWM
174
Venturi Wealth Management
Texas
$205K -$18.2K -415 -8%
BAM
175
BOS Asset Management
Illinois
$204K +$199K +4,532 New