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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PA
176
PFG Advisors
Arizona
$275K +$280K +5,805 New
IWS
177
Integrity Wealth Solutions
Colorado
$274K +$21.3K +442 +8%
AWM
178
Aprio Wealth Management
Georgia
$270K
MWC
179
MKD Wealth Coaches
Michigan
$269K -$15.9K -330 -5%
EAM
180
Empirical Asset Management
Massachusetts
$269K
FPAS
181
Focus Partners Advisor Solutions
Missouri
$268K +$273K +5,651 New
Creative Planning
182
Creative Planning
Kansas
$264K -$97.3K -2,017 -27%
DWM
183
Diversify Wealth Management
Utah
$260K +$258K +5,359 New
SC
184
Scotia Capital
Ontario, Canada
$260K
SWM
185
Sherman Wealth Management
Maryland
$255K -$627 -13 -0.2%
EA
186
Efficient Advisors
Ohio
$253K -$95.5K -1,981 -27%
TFA
187
TPG Financial Advisors
Oregon
$252K +$33.3K +691 +15%
KA
188
Kovack Advisors
Florida
$251K +$255K +5,296 New
FFA
189
Farther Finance Advisors
California
$247K +$77K +1,596 +44%
Susquehanna International Group
190
Susquehanna International Group
Pennsylvania
$245K +$249K +5,163 New
FFG
191
Fiduciary Financial Group
California
$244K -$193 -4 -0.1%
Carson Wealth (CWM LLC)
192
Carson Wealth (CWM LLC)
Nebraska
$244K -$128K -2,652 -34%
SWA
193
Sightline Wealth Advisors
Connecticut
$242K -$17.3K -359 -7%
VWM
194
Venturi Wealth Management
Texas
$239K +$12.1K +251 +5%
MCWS
195
McKinley Carter Wealth Services
West Virginia
$237K -$10.2K -211 -4%
KL
196
KilterHowling LLC
Colorado
$237K -$2.76M -57,237 -92%
FCFC
197
First Commonwealth Financial Corp
Pennsylvania
$237K
P
198
&Partners
Tennessee
$236K -$14.5K -300 -6%
Thrivent Financial for Lutherans
199
Thrivent Financial for Lutherans
Minnesota
$236K +$5.06K +105 +2%
CFS
200
Coordinated Financial Services
Colorado
$233K +$14.9K +310 +7%