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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PJWM
176
Philip James Wealth Mangement
Georgia
$243K +$5.28K +119 +2%
Nomura Asset Management
177
Nomura Asset Management
Japan
$239K
SC
178
Scotia Capital
Ontario, Canada
$238K +$243K +5,484 New
TFA
179
TPG Financial Advisors
Oregon
$232K +$16.2K +365 +7%
Creative Planning
180
Creative Planning
Kansas
$230K -$70.2K -1,582 -23%
Comerica Bank
181
Comerica Bank
Texas
$224K +$161K +3,641 +242%
AWM
182
Adams Wealth Management
Utah
$223K +$21.1K +475 +10%
CI
183
CacheTech Inc
Utah
$223K +$21.1K +475 +10%
JWA
184
JFS Wealth Advisors
Pennsylvania
$218K +$3.95K +89 +2%
SFGP
185
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$212K +$217K +4,890 New
BOPW
186
Brandywine Oak Private Wealth
Pennsylvania
$210K +$15.3K +345 +8%
FFG
187
Fiduciary Financial Group
California
$209K -$13.2K -298 -6%
FPAS
188
Focus Partners Advisor Solutions
Missouri
$209K -$101K -2,282 -32%
NWM
189
Northwest Wealth Management
Iowa
$209K +$621 +14 +0.3%
CFGSD
190
Compass Financial Group (South Dakota)
South Dakota
$205K -$16K -360 -7%
VWM
191
Venturi Wealth Management
Texas
$203K +$5.41K +122 +3%
SEIA
192
Signature Estate & Investment Advisors
California
$200K -$12K -270 -6%
Carson Wealth (CWM LLC)
193
Carson Wealth (CWM LLC)
Nebraska
$187K +$107K +2,420 +128%
CPG
194
Cornerstone Planning Group
New Jersey
$171K +$31.4K +707 +22%
CA
195
CoreCap Advisors
Michigan
$163K +$28.9K +651 +21%
AF
196
Allworth Financial
California
$151K -$44 -1 -0%
BTI
197
Blue Trust Inc
Georgia
$147K
AF
198
Advisornet Financial
Minnesota
$143K -$46.8K -1,056 -24%
CBT
199
Crews Bank & Trust
Florida
$140K +$143K +3,230 New
SWA
200
SOA Wealth Advisors
New York
$140K +$1.86K +42 +1%