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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TFA
201
TPG Financial Advisors
Oregon
$221K -$21.6K -452 -9%
RWP
202
RWA Wealth Partners
Massachusetts
$221K -$41.2K -862 -16%
CFS
203
Coordinated Financial Services
Colorado
$220K +$220K +4,608 New
CPCM
204
Cardinal Point Capital Management
Ontario, Canada
$219K
BCI
205
Brinker Capital Investments
Pennsylvania
$215K +$215K +4,505 New
BTI
206
Blue Trust Inc
Georgia
$212K +$51.2K +1,071 +32%
KWM
207
Kingsview Wealth Management
Oregon
$209K +$2.96K +62 +1%
AWA
208
Aquire Wealth Advisors
Utah
$207K +$207K +4,330 New
CA
209
CoreCap Advisors
Michigan
$206K +$13.1K +274 +7%
WFS
210
WealthGarden F.S.
California
$205K
JWA
211
JFS Wealth Advisors
Pennsylvania
$203K -$24.8K -518 -11%
MFS
212
Madrid Financial Services
California
$203K +$203K +4,247 New
Fidelity Investments
213
Fidelity Investments
Massachusetts
$202K +$20.5K +429 +11%
SSA
214
SSA Swiss Advisors
$191K -$20.6K -430 -10%
CPG
215
Cornerstone Planning Group
New Jersey
$188K +$9.13K +191 +5%
AF
216
Allworth Financial
California
$178K +$35.5K +742 +25%
PWM
217
Proathlete Wealth Management
Florida
$178K +$2.96K +62 +2%
FFA
218
Farther Finance Advisors
California
$172K +$106K +2,218 +161%
PA
219
Parallel Advisors
California
$170K +$95.6K +2,000 +129%
IAS
220
IMA Advisory Services
Colorado
$152K -$37K -775 -20%
RFP
221
Root Financial Partners
California
$140K
SA
222
Strategic Advocates
Utah
$135K -$239 -5 -0.2%
AF
223
Advisornet Financial
Minnesota
$134K +$17.6K +368 +15%
SWA
224
SOA Wealth Advisors
New York
$130K +$1.91K +40 +1%
HIA
225
HFM Investment Advisors
New Jersey
$125K -$574 -12 -0.5%