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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GIA
226
Goodwin Investment Advisory
Georgia
$8K
NSIM
227
North Star Investment Management
Illinois
$8K +$45 +1 +0.6%
PWP
228
Personal Wealth Partners
Minnesota
$7K +$7K +157 New
AWM
229
AllSquare Wealth Management
New York
$5K
FCA
230
FinTrust Capital Advisors
South Carolina
$5K
NFG
231
Next Financial Group
Texas
$5K
PCG
232
Private Capital Group
Connecticut
$4K
KTC
233
Kistler-Tiffany Companies
Pennsylvania
$4K +$3.97K +89 New
PGAM
234
Princeton Global Asset Management
New Jersey
$3K
RCM
235
Rain Capital Management
Oregon
$3K
FF
236
FourThought Financial
Florida
$1K
IPW
237
IronBridge Private Wealth
Texas
$1K
RCA
238
Ranch Capital Advisors
Florida
$1K
Jane Street
239
Jane Street
New York
-$2.08M -47,867 Closed
PPA
240
Parametric Portfolio Associates
Washington
-$1.85M -42,440 Closed
MSA
241
Marino Stram & Associates
Massachusetts
-$962K -22,081 Closed
HighTower Advisors
242
HighTower Advisors
Illinois
-$652K -14,995 Closed
CSIA
243
Charles Schwab Investment Advisory
California
-$238K -5,455 Closed
FIG
244
FundX Investment Group
California
-$231K -5,298 Closed
SW
245
StrongBox Wealth
Missouri
-$200K -4,594 Closed
IAIM
246
International Assets Investment Management
Florida
-$110K -2,537 Closed
SFS
247
Sowell Financial Services
Arkansas
-$104K -2,321 Closed
CL
248
COWA LLC
Oklahoma
-$71K -1,620 Closed
CAC
249
Certified Advisory Corp
Florida
-$35K -810 Closed
EK
250
Evensky & Katz
Florida
-$35K -810 Closed