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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
151
Claro Advisors
Massachusetts
$292K +$2.21K +50 +0.8%
Creative Planning
152
Creative Planning
Kansas
$286K +$55.6K +1,258 +25%
FEG
153
Financial Enhancement Group
Indiana
$285K
Bank of Montreal
154
Bank of Montreal
Ontario, Canada
$283K -$37.1K -840 -12%
MCWS
155
McKinley Carter Wealth Services
West Virginia
$280K -$1.37K -31 -0.5%
SC
156
Scotia Capital
Ontario, Canada
$273K +$19.9K +450 +8%
WAP
157
Wealthcare Advisory Partners
Pennsylvania
$272K +$1.99K +45 +0.8%
HA
158
Hanover Advisors
South Carolina
$271K +$260K +5,890 New
AWM
159
Aprio Wealth Management
Georgia
$262K
FHC
160
First Heartland Consultants
Missouri
$262K
DAS
161
Dynamic Advisor Solutions
Arizona
$261K +$3K +68 +1%
VWM
162
Venturi Wealth Management
Texas
$260K +$22.4K +506 +10%
AWA
163
Archvest Wealth Advisors
California
$259K +$6.63K +150 +3%
RFG
164
RFP Financial Group
Georgia
$255K -$28.4K -643 -10%
EAM
165
Empirical Asset Management
Massachusetts
$255K -$2.61K -59 -1%
PCS
166
Private Client Services
Kentucky
$255K +$16.1K +364 +7%
Nomura Asset Management
167
Nomura Asset Management
Japan
$253K
CA
168
CGN Advisors
Kansas
$249K -$19.6K -443 -8%
SWA
169
Sightline Wealth Advisors
Connecticut
$248K +$238K +5,388 New
FWM
170
FLP Wealth Management
Arkansas
$247K +$237K +5,361 New
P
171
&Partners
Tennessee
$247K +$237K +5,356 New
EC
172
Estate Counselors
Wisconsin
$245K
FCFC
173
First Commonwealth Financial Corp
Pennsylvania
$230K
Barclays
174
Barclays
United Kingdom
$230K +$221K +5,000 New
FFG
175
Fiduciary Financial Group
California
$226K +$1.15K +26 +0.5%