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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
APW
151
Austin Private Wealth
Texas
$326K -$577 -13 -0.2%
ZIM
152
Zacks Investment Management
Illinois
$323K +$330K +7,435 New
LEFP
153
Leading Edge Financial Planning
Tennessee
$320K
Bank of Montreal
154
Bank of Montreal
Ontario, Canada
$313K +$25.5K +575 +9%
KWM
155
Kingsview Wealth Management
Oregon
$309K -$264K -5,963 -46%
TC
156
TownSquare Capital
Utah
$308K +$2.66K +60 +0.9%
SWP
157
Sagespring Wealth Partners
Tennessee
$307K +$313K +7,063 New
SSC
158
Syverson Strege & Co
Iowa
$299K -$42K -948 -12%
WFAG
159
Worth Financial Advisory Group
North Carolina
$291K +$1.86K +42 +0.6%
AWA
160
Archvest Wealth Advisors
California
$275K +$17.2K +387 +7%
CA
161
Claro Advisors
Massachusetts
$272K +$26.6K +600 +11%
Mercer Global Advisors
162
Mercer Global Advisors
Colorado
$268K +$20.2K +455 +8%
EC
163
Estate Counselors
Wisconsin
$267K -$25.1K -565 -8%
MCWS
164
McKinley Carter Wealth Services
West Virginia
$265K -$83.5K -1,883 -24%
DAS
165
Dynamic Advisor Solutions
Arizona
$262K +$25.3K +571 +10%
IAA
166
Independent Advisor Alliance
North Carolina
$257K +$262K +5,911 New
WAP
167
Wealthcare Advisory Partners
Pennsylvania
$254K +$260K +5,853 New
EWM
168
Executive Wealth Management
Michigan
$253K
CA
169
CGN Advisors
Kansas
$252K +$47.4K +1,069 +23%
RFG
170
RFP Financial Group
Georgia
$248K +$253K +5,712 New
AWM
171
Aprio Wealth Management
Georgia
$248K +$1.46K +33 +0.6%
GVAG
172
Great Valley Advisor Group
Delaware
$247K -$177 -4 -0.1%
PCS
173
Private Client Services
Kentucky
$246K +$251K +5,662 New
CIA
174
Concurrent Investment Advisors
Florida
$245K +$8.07K +182 +3%
EAM
175
Empirical Asset Management
Massachusetts
$244K +$4.21K +95 +2%