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iShares Core Moderate Allocation ETF
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PAS
26
Partnervest Advisory Services
Santa Barbara,
California
| $277K | -$108K | -3,177 | -28% |
|
|
MAS
27
Madden Advisory Services
Jacksonville,
Florida
| $277K | +$274K | +8,075 | New |
|
|
VFS
28
VSR Financial Services
Overland Park,
Kansas
| $245K | +$242K | +7,127 | New |
|
29
Royal Bank of Canada
Toronto,
Ontario, Canada
| $192K | +$27.1K | +800 | +17% |
|
|
AIG
30
American International Group
New York
| $174K | +$11.9K | +350 | +7% |
|
|
PWAG
31
Polaris Wealth Advisory Group
San Rafael,
California
| $59K | -$20.5K | -604 | -26% |
|
|
LFG
32
LifePlan Financial Group
Dayton,
Ohio
| $41K | +$40.6K | +1,198 | New |
|
33
Fifth Third Bancorp
Cincinnati,
Ohio
| $31K | -$53.8K | -1,588 | -64% |
|
34
Creative Planning
Overland Park,
Kansas
| $20K | +$8.51K | +251 | +73% |
|
|
NES
35
New England Securities
New York
| $17K | – | – | – |
|
36
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| – | -$73K | -2,207 | Closed |
|
|
RIA
37
Regal Investment Advisors
Kentwood,
Michigan
| – | -$25K | -759 | Closed |
|