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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FCFC
201
First Commonwealth Financial Corp
Pennsylvania
$249K
MCWS
202
McKinley Carter Wealth Services
West Virginia
$246K -$3.69K -75 -1%
DWM
203
Diversify Wealth Management
Utah
$242K -$20.3K -414 -8%
DAS
204
Diversify Advisory Services
Utah
$242K +$243K +4,945 New
Qube Research & Technologies (QRT)
205
Qube Research & Technologies (QRT)
United Kingdom
$239K +$67.8K +1,380 +40%
MFS
206
Madrid Financial Services
California
$236K +$11K +224 +5%
BWP
207
BSW Wealth Partners
Colorado
$234K +$231K +4,696 New
DAS
208
Dynamic Advisor Solutions
Arizona
$234K -$4.86K -99 -2%
CRFG
209
Columbia River Financial Group
Washington
$232K +$5.01K +102 +2%
Bank of Montreal
210
Bank of Montreal
Ontario, Canada
$231K -$273K -5,558 -55%
LGA
211
Lebenthal Global Advisors
New York
$231K +$227K +4,623 New
PGF
212
Plan Group Financial
Oklahoma
$225K -$190K -3,876 -46%
CPCM
213
Cardinal Point Capital Management
Ontario, Canada
$222K -$6.39K -130 -3%
Janney Montgomery Scott
214
Janney Montgomery Scott
Pennsylvania
$220K -$4.77K -97 -2%
NWMG
215
National Wealth Management Group
Ohio
$217K -$21.2K -432 -9%
AWA
216
Aquire Wealth Advisors
Utah
$216K +$213K +4,327 New
CAL
217
Capital Analysts LLC
Pennsylvania
$215K +$192K +3,918 +1,023%
SA
218
Sanctuary Advisors
Indiana
$214K +$590 +12 +0.3%
WFS
219
WealthGarden F.S.
California
$211K
GWM
220
Geneos Wealth Management
Colorado
$209K
NB
221
Nicolet Bankshares
Wisconsin
$209K +$207K +4,216 New
MWM
222
Mission Wealth Management
California
$206K -$32.1K -653 -14%
BAM
223
BOS Asset Management
Illinois
$205K +$202K +4,115 New
KWM
224
Kingsview Wealth Management
Oregon
$202K -$17.6K -359 -8%
VCM
225
Vines Capital Management
Louisiana
$201K +$198K +4,035 New