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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPWM
201
Smith Partners Wealth Management
North Carolina
$228K -$89.6K -1,858 -28%
CA
202
CoreCap Advisors
Michigan
$227K +$23K +476 +11%
DAS
203
Dynamic Advisor Solutions
Arizona
$227K -$3.76K -78 -2%
MWM
204
Mission Wealth Management
California
$227K -$62.6K -1,299 -21%
NWMG
205
National Wealth Management Group
Ohio
$226K -$97.6K -2,024 -30%
RWP
206
RWA Wealth Partners
Massachusetts
$225K +$5.45K +113 +2%
Fidelity Investments
207
Fidelity Investments
Massachusetts
$223K +$23.2K +482 +11%
WWM
208
Walser Wealth Management
Florida
$221K +$225K +4,674 New
CPCM
209
Cardinal Point Capital Management
Ontario, Canada
$217K
AI
210
Atria Investments
North Carolina
$215K -$15.3K -317 -7%
CRFG
211
Columbia River Financial Group
Washington
$215K +$219K +4,549 New
MFS
212
Madrid Financial Services
California
$214K +$12.9K +268 +6%
Janney Montgomery Scott
213
Janney Montgomery Scott
Pennsylvania
$213K -$664K -13,760 -75%
KWM
214
Kingsview Wealth Management
Oregon
$209K +$1.21K +25 +0.6%
SFM
215
Signet Financial Management
New Jersey
$207K +$211K +4,372 New
SA
216
Sanctuary Advisors
Indiana
$203K +$207K +4,285 New
WFS
217
WealthGarden F.S.
California
$200K
GWM
218
Geneos Wealth Management
Colorado
$198K +$87.8K +1,821 +77%
SSA
219
SSA Swiss Advisors
$190K
JWA
220
JFS Wealth Advisors
Pennsylvania
$188K -$14.2K -295 -7%
AF
221
Allworth Financial
California
$187K +$10.6K +219 +6%
PWM
222
Proathlete Wealth Management
Florida
$176K
Qube Research & Technologies (QRT)
223
Qube Research & Technologies (QRT)
United Kingdom
$162K +$92.3K +1,913 +127%
BTI
224
Blue Trust Inc
Georgia
$160K -$51.7K -1,071 -24%
IAS
225
IMA Advisory Services
Colorado
$151K