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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BSWM
26
Boston Standard Wealth Management
Massachusetts
$491K +$493K +14,052 New
BTS
27
BB&T Securities
Virginia
$452K +$451K +12,862 New
GF
28
Gerstein Fisher
New York
$427K +$7.15K +204 +2%
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$364K +$363K +10,346 New
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$362K -$333K -9,500 -48%
PI
31
Placemark Investments
Illinois
$326K +$325K +9,265 New
W
32
Wealthquest
Ohio
$315K +$314K +8,951 New
ACS
33
Archford Capital Strategies
Illinois
$301K +$42.9K +1,223 +17%
PAG
34
Private Advisor Group
New Jersey
$298K +$28.5K +813 +11%
CAN
35
Cetera Advisor Networks
California
$289K +$82.4K +2,350 +40%
AIG
36
American International Group
New York
$284K -$33.5K -956 -11%
HNB
37
Huntington National Bank
Ohio
$255K
OAJ
38
Ogorek Anthony Joseph
New York
$244K +$238K +6,782 New
ACM
39
Acertus Capital Management
New Jersey
$242K -$496K -14,143 -67%
MG
40
MDE Group
New Jersey
$242K -$496K -14,143 -67%
CA
41
Cetera Advisors
Colorado
$228K +$228K +6,491 New
ICAS
42
Investors Capital Advisory Services
Massachusetts
$220K +$220K +6,269 New
Fifth Third Bancorp
43
Fifth Third Bancorp
Ohio
$172K +$148K +4,210 +610%
EK
44
Evensky & Katz
Florida
$149K +$140K +3,995 +1,579%
MFS
45
MSI Financial Services
Massachusetts
$92K +$89.9K +2,565 +4,275%
NES
46
New England Securities
New York
$70K
Creative Planning
47
Creative Planning
Kansas
$47K
NFG
48
Next Financial Group
Texas
$35K +$18.4K +525 +111%
IF
49
Ironwood Financial
Arizona
$30K +$30.1K +859 New
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$18K