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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FA
176
Financial Advisors
Massachusetts
$209K -$98.6K -2,488 -33%
NRI
177
NFP Retirement Inc
California
$209K -$57.1K -1,441 -22%
BAM
178
BOS Asset Management
Illinois
$206K +$196K +4,951 New
RIA
179
Realta Investment Advisors
Delaware
$205K -$8.16K -206 -4%
CPCM
180
Cardinal Point Capital Management
Ontario, Canada
$202K +$193K +4,869 New
AF
181
Allworth Financial
California
$197K -$10.9K -274 -5%
CTC
182
Central Trust Company
Missouri
$192K +$23.2K +585 +15%
Qube Research & Technologies (QRT)
183
Qube Research & Technologies (QRT)
United Kingdom
$188K +$172K +4,337 +2,236%
ME
184
McIlrath & Eck
Washington
$180K +$4.16K +105 +2%
RIL
185
Rothschild Investment LLC
Illinois
$178K +$170K +4,300 New
VWM
186
Venturi Wealth Management
Texas
$178K +$41.5K +1,046 +32%
AWM
187
Avior Wealth Management
Nebraska
$177K -$39.6K -998 -19%
ASN
188
Advisory Services Network
Georgia
$157K +$149K +3,770 New
PCMC
189
Private Capital Management (Colorado)
Colorado
$152K -$8.05K -203 -5%
SL
190
Salomon & Ludwin
Virginia
$150K
CPG
191
Cornerstone Planning Group
New Jersey
$147K +$26.8K +676 +24%
RFG
192
RFP Financial Group
Georgia
$147K +$55.2K +1,393 +65%
AF
193
Advisornet Financial
Minnesota
$136K +$86.3K +2,176 +196%
BTI
194
Blue Trust Inc
Georgia
$132K
LOIP
195
Live Oak Investment Partners
Texas
$128K
PCFFS
196
Pacific Center for Financial Services
California
$99.3K +$357 +9 +0.4%
CWC
197
Carolinas Wealth Consulting
North Carolina
$94.8K +$317 +8 +0.4%
GRP
198
Global Retirement Partners
California
$91K +$70K +1,767 +393%
PA
199
Pineridge Advisors
Missouri
$72.8K +$69.5K +1,753 New
HIA
200
Harbor Investment Advisory
Maryland
$72K -$3.49K -88 -5%