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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TFA
176
TPG Financial Advisors
Oregon
$226K -$7.95K -180 -4%
AQR Capital Management
177
AQR Capital Management
Connecticut
$225K +$216K +4,894 New
Citadel Advisors
178
Citadel Advisors
Florida
$223K -$71.9K -1,627 -25%
JWA
179
JFS Wealth Advisors
Pennsylvania
$223K -$7.6K -172 -3%
NWM
180
Northwest Wealth Management
Iowa
$222K +$177 +4 +0.1%
AWM
181
Adams Wealth Management
Utah
$221K +$212K +4,808 New
CI
182
CacheTech Inc
Utah
$221K +$212K +4,808 New
PJWM
183
Philip James Wealth Mangement
Georgia
$221K +$751 +17 +0.4%
SA
184
Sanctuary Advisors
Indiana
$219K +$210K +4,758 New
SFGP
185
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$217K +$839 +19 +0.4%
AI
186
Atria Investments
North Carolina
$216K +$207K +4,683 New
Janney Montgomery Scott
187
Janney Montgomery Scott
Pennsylvania
$207K -$367K -8,307 -65%
NWMG
188
National Wealth Management Group
Ohio
$207K +$199K +4,495 New
IWS
189
Integrity Wealth Solutions
Colorado
$206K +$197K +4,466 New
SSA
190
SSA Swiss Advisors
$204K -$2.94M -66,469 -94%
CPCM
191
Cardinal Point Capital Management
Ontario, Canada
$202K +$194K +4,384 New
WP
192
Westmount Partners
California
$201K -$18.6K -421 -9%
SEIA
193
Signature Estate & Investment Advisors
California
$201K +$193K +4,364 New
CPG
194
Cornerstone Planning Group
New Jersey
$188K -$15.3K -346 -8%
Carson Wealth (CWM LLC)
195
Carson Wealth (CWM LLC)
Nebraska
$182K -$40.3K -913 -19%
AF
196
Advisornet Financial
Minnesota
$180K +$10.5K +238 +6%
Fidelity Investments
197
Fidelity Investments
Massachusetts
$178K +$40.6K +918 +31%
CA
198
CoreCap Advisors
Michigan
$174K +$14.3K +323 +9%
PWM
199
Proathlete Wealth Management
Florida
$167K +$309 +7 +0.2%
BTI
200
Blue Trust Inc
Georgia
$156K