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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CG
151
CFO4Life Group
Texas
$379K
Citadel Advisors
152
Citadel Advisors
Florida
$373K +$374K +7,824 New
Carson Wealth (CWM LLC)
153
Carson Wealth (CWM LLC)
Nebraska
$373K +$148K +3,101 +66%
GIA
154
Gladstone Institutional Advisory
Florida
$371K -$8.84K -185 -2%
BFWM
155
Bright Futures Wealth Management
New York
$366K +$1.05K +22 +0.3%
Creative Planning
156
Creative Planning
Kansas
$362K -$3.01K -63 -0.8%
MA
157
Maxele Advisors
Missouri
$354K +$24.9K +520 +8%
RA
158
RFG Advisory
Alabama
$353K -$211K -4,419 -37%
EA
159
Efficient Advisors
Ohio
$349K -$13.9K -290 -4%
WFAG
160
Worth Financial Advisory Group
North Carolina
$349K +$349K +7,310 New
WP
161
Westmount Partners
California
$338K +$7.17K +150 +2%
AQR Capital Management
162
AQR Capital Management
Connecticut
$335K
XFP
163
Xena Financial Planning
Oregon
$332K +$333K +6,960 New
APW
164
Austin Private Wealth
Texas
$332K
SWP
165
Sagespring Wealth Partners
Tennessee
$327K +$11.1K +232 +4%
NWMG
166
National Wealth Management Group
Ohio
$325K -$5.21K -109 -2%
ACS
167
Archford Capital Strategies
Illinois
$325K -$7.12K -149 -2%
SPWM
168
Smith Partners Wealth Management
North Carolina
$318K +$318K +6,661 New
AAP
169
Arax Advisory Partners
Colorado
$317K +$318K +6,643 New
LEFP
170
Leading Edge Financial Planning
Tennessee
$315K -$11.6K -243 -4%
Bank of Montreal
171
Bank of Montreal
Ontario, Canada
$309K +$11.4K +238 +4%
CA
172
Claro Advisors
Massachusetts
$308K +$2.39K +50 +0.8%
EH
173
Equitable Holdings
New York
$303K -$34.3K -718 -10%
MWM
174
Mission Wealth Management
California
$290K -$52K -1,087 -15%
PW
175
Potentia Wealth
California
$288K +$289K +6,037 New