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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RFG
151
RFP Financial Group
Georgia
$272K +$20.9K +475 +8%
MCWS
152
McKinley Carter Wealth Services
West Virginia
$268K
FEG
153
Financial Enhancement Group
Indiana
$268K -$1.86M -42,336 -87%
MWC
154
MKD Wealth Coaches
Michigan
$266K -$81.6K -1,854 -23%
EH
155
Equitable Holdings
New York
$261K +$262K +5,945 New
CA
156
CGN Advisors
Kansas
$257K +$2.82K +64 +1%
WAP
157
Wealthcare Advisory Partners
Pennsylvania
$257K
Mercer Global Advisors
158
Mercer Global Advisors
Colorado
$255K -$16K -364 -6%
AWM
159
Aprio Wealth Management
Georgia
$250K
DAS
160
Dynamic Advisor Solutions
Arizona
$246K -$19.2K -437 -7%
EAM
161
Empirical Asset Management
Massachusetts
$246K -$1.01K -23 -0.4%
Nomura Asset Management
162
Nomura Asset Management
Japan
$241K
SC
163
Scotia Capital
Ontario, Canada
$241K
AWA
164
Archvest Wealth Advisors
California
$240K -$38.2K -869 -14%
WC
165
Waterloo Capital
Texas
$240K +$241K +5,465 New
EC
166
Estate Counselors
Wisconsin
$234K -$36.5K -830 -13%
PCS
167
Private Client Services
Kentucky
$227K -$21.9K -497 -9%
VWM
168
Venturi Wealth Management
Texas
$226K +$21.1K +479 +10%
HFA
169
High Falls Advisors
New York
$225K +$226K +5,138 New
TFA
170
TPG Financial Advisors
Oregon
$223K -$11.8K -269 -5%
JWA
171
JFS Wealth Advisors
Pennsylvania
$220K
FCFC
172
First Commonwealth Financial Corp
Pennsylvania
$219K +$220K +5,000 New
Creative Planning
173
Creative Planning
Kansas
$217K -$15.8K -358 -7%
BOPW
174
Brandywine Oak Private Wealth
Pennsylvania
$214K +$1.5K +34 +0.7%
Carson Wealth (CWM LLC)
175
Carson Wealth (CWM LLC)
Nebraska
$213K +$24.2K +550 +13%