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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FEG
151
Financial Enhancement Group
Indiana
$298K
Bank of Montreal
152
Bank of Montreal
Ontario, Canada
$297K +$4.42K +95 +2%
MCWS
153
McKinley Carter Wealth Services
West Virginia
$289K
Rockefeller Capital Management
154
Rockefeller Capital Management
New York
$286K +$280K +6,019 New
MWC
155
MKD Wealth Coaches
Michigan
$284K -$25.7K -552 -8%
P
156
&Partners
Tennessee
$284K +$28.3K +609 +11%
DAS
157
Dynamic Advisor Solutions
Arizona
$275K +$5.53K +119 +2%
SWA
158
Sightline Wealth Advisors
Connecticut
$272K +$15.6K +336 +6%
PCS
159
Private Client Services
Kentucky
$272K +$8.41K +181 +3%
AWM
160
Aprio Wealth Management
Georgia
$271K
CA
161
CGN Advisors
Kansas
$269K +$11.6K +249 +5%
EAM
162
Empirical Asset Management
Massachusetts
$266K +$2.14K +46 +0.8%
Nomura Asset Management
163
Nomura Asset Management
Japan
$262K
RWP
164
RWA Wealth Partners
Massachusetts
$261K +$255K +5,491 New
OWA
165
Octavia Wealth Advisors
Ohio
$255K +$249K +5,353 New
IWS
166
Integrity Wealth Solutions
Colorado
$251K +$37.6K +809 +18%
PPWM
167
PFG Private Wealth Management
Florida
$251K +$245K +5,275 New
RFG
168
RFP Financial Group
Georgia
$248K +$7.81K +168 +3%
EC
169
Estate Counselors
Wisconsin
$243K -$10.5K -225 -4%
TFA
170
TPG Financial Advisors
Oregon
$242K +$8.46K +182 +4%
FFG
171
Fiduciary Financial Group
California
$239K +$5.07K +109 +2%
Barclays
172
Barclays
United Kingdom
$238K
FCFC
173
First Commonwealth Financial Corp
Pennsylvania
$238K
EK
174
Evensky & Katz
Florida
$237K +$232K +4,991 New
SA
175
Sanctuary Advisors
Indiana
$235K +$8.09K +174 +4%