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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
176
Rockefeller Capital Management
New York
$288K +$478 +10 +0.2%
MWC
177
MKD Wealth Coaches
Michigan
$287K +$1.77K +37 +0.6%
CA
178
CGN Advisors
Kansas
$279K +$8.8K +184 +3%
AWM
179
Aprio Wealth Management
Georgia
$272K
EAM
180
Empirical Asset Management
Massachusetts
$271K +$4.45K +93 +2%
PCS
181
Private Client Services
Kentucky
$263K -$9.66K -202 -4%
Nomura Asset Management
182
Nomura Asset Management
Japan
$263K
SC
183
Scotia Capital
Ontario, Canada
$262K -$59K -1,234 -18%
SWA
184
Sightline Wealth Advisors
Connecticut
$261K -$12K -252 -4%
TGAM
185
TBH Global Asset Management
Tennessee
$261K +$146K +3,050 New
Cerity Partners
186
Cerity Partners
New York
$259K +$259K +5,415 New
SWM
187
Sherman Wealth Management
Maryland
$258K +$258K +5,396 New
IWS
188
Integrity Wealth Solutions
Colorado
$255K +$3.15K +66 +1%
P
189
&Partners
Tennessee
$252K -$32.3K -675 -11%
FEG
190
Financial Enhancement Group
Indiana
$252K -$47.8K -1,000 -16%
MCWS
191
McKinley Carter Wealth Services
West Virginia
$249K -$40.8K -854 -14%
FFG
192
Fiduciary Financial Group
California
$246K +$6.55K +137 +3%
FCFC
193
First Commonwealth Financial Corp
Pennsylvania
$239K
AWM
194
Adams Wealth Management
Utah
$237K +$32.4K +677 +16%
CI
195
CacheTech Inc
Utah
$237K +$32.4K +677 +16%
Thrivent Financial for Lutherans
196
Thrivent Financial for Lutherans
Minnesota
$233K +$233K +4,874 New
AI
197
Atria Investments
North Carolina
$232K +$6.36K +133 +3%
DAS
198
Dynamic Advisor Solutions
Arizona
$232K -$44.1K -922 -16%
VWM
199
Venturi Wealth Management
Texas
$228K +$8.8K +184 +4%
NAS
200
Nicolet Advisory Services
Wisconsin
$227K -$127K -2,649 -36%