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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AI
176
Atria Investments
North Carolina
$313K +$84.7K +1,723 +38%
ACS
177
Archford Capital Strategies
Illinois
$310K -$3.14K -64 -1%
Goldman Sachs
178
Goldman Sachs
New York
$310K +$305K +6,207 New
SSC
179
Syverson Strege & Co
Iowa
$307K -$12.6K -257 -4%
MWC
180
MKD Wealth Coaches
Michigan
$305K +$21.4K +435 +8%
AssetMark Inc
181
AssetMark Inc
California
$304K +$264K +5,375 +742%
SWM
182
Sherman Wealth Management
Maryland
$304K +$34.8K +709 +13%
AAP
183
Arax Advisory Partners
Colorado
$302K -$34.2K -697 -10%
PA
184
PFG Advisors
Arizona
$298K +$8.25K +168 +3%
Rockefeller Capital Management
185
Rockefeller Capital Management
New York
$296K +$2.8K +57 +1%
IWS
186
Integrity Wealth Solutions
Colorado
$290K +$1.82K +37 +0.6%
AWM
187
Aprio Wealth Management
Georgia
$284K
Mercer Global Advisors
188
Mercer Global Advisors
Colorado
$284K +$280K +5,699 New
EAM
189
Empirical Asset Management
Massachusetts
$283K +$246 +5 +0.1%
EWA
190
EP Wealth Advisors
California
$280K -$36.7K -748 -12%
TFA
191
TPG Financial Advisors
Oregon
$276K +$9.88K +201 +4%
SC
192
Scotia Capital
Ontario, Canada
$274K
SOS
193
Silver Oak Securities
Tennessee
$273K +$269K +5,480 New
FPAS
194
Focus Partners Advisor Solutions
Missouri
$273K -$9.09K -185 -3%
FFG
195
Fiduciary Financial Group
California
$262K +$4.37K +89 +2%
MWM
196
Mosley Wealth Management
California
$261K -$269K -5,480 -51%
SPWM
197
Smith Partners Wealth Management
North Carolina
$260K +$20.2K +412 +9%
VWM
198
Venturi Wealth Management
Texas
$259K +$7.32K +149 +3%
CA
199
CoreCap Advisors
Michigan
$252K +$13.1K +266 +6%
Thrivent Financial for Lutherans
200
Thrivent Financial for Lutherans
Minnesota
$250K +$1.33K +27 +0.5%