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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CBFP
176
Cedar Brook Financial Partners
Ohio
$209K +$208K +5,494 New
MIC
177
Means Investment Company
Maine
$208K -$38 -1 -0%
KWM
178
Kingsview Wealth Management
Oregon
$205K -$26.7K -704 -12%
BOPW
179
Brandywine Oak Private Wealth
Pennsylvania
$204K -$6.33K -167 -3%
EA
180
Efficient Advisors
Ohio
$202K +$201K +5,308 New
FPAS
181
Focus Partners Advisor Solutions
Missouri
$202K +$201K +5,301 New
AF
182
Allworth Financial
California
$201K +$58.9K +1,553 +41%
RIA
183
Realta Investment Advisors
Delaware
$200K +$1.97K +52 +1%
LFAS
184
Level Four Advisory Services
Texas
$200K +$200K +5,263 New
JWA
185
JFS Wealth Advisors
Pennsylvania
$197K +$4.55K +120 +2%
LOIP
186
Live Oak Investment Partners
Texas
$196K
BAM
187
Belpointe Asset Management
Nevada
$185K -$35.1K -925 -16%
ME
188
McIlrath & Eck
Washington
$178K -$18.8K -495 -10%
CSPIA
189
Cary Street Partners Investment Advisory
Virginia
$152K +$152K +4,000 New
PA
190
Parallel Advisors
California
$149K
TF
191
TimeScale Financial
Massachusetts
$149K
MBFW
192
Morton Brown Family Wealth
Pennsylvania
$145K +$125K +3,297 +632%
ASN
193
Advisory Services Network
Georgia
$129K -$283K -7,460 -69%
BTI
194
Blue Trust Inc
Georgia
$124K
GWM
195
Geneos Wealth Management
Colorado
$113K -$19K -500 -14%
National Bank of Canada
196
National Bank of Canada
Quebec, Canada
$100K -$13.5K -355 -12%
CPG
197
Cornerstone Planning Group
New Jersey
$98.6K +$94.7K +2,498 New
CWC
198
Carolinas Wealth Consulting
North Carolina
$95.9K -$54.8K -1,446 -36%
PNC Financial Services Group
199
PNC Financial Services Group
Pennsylvania
$80.2K +$493 +13 +0.6%
JP Morgan Chase
200
JP Morgan Chase
New York
$77K +$19.6K +516 +35%