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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
$612K +$106K +3,000 +21%
NPC
27
National Planning Corporation
California
$512K -$101K -2,868 -17%
CA
28
Cetera Advisors
Colorado
$472K +$240K +6,797 +105%
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$408K -$244K -6,902 -38%
PNC Financial Services Group
30
PNC Financial Services Group
Pennsylvania
$373K +$4.95K +140 +1%
PAG
31
Private Advisor Group
New Jersey
$351K +$48.4K +1,368 +16%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$349K -$18.2K -514 -5%
ACS
33
Archford Capital Strategies
Illinois
$331K +$25.9K +731 +9%
HFS
34
HL Financial Services
Kentucky
$317K +$315K +8,892 New
W
35
Wealthquest
Ohio
$315K -$3.57K -101 -1%
CAN
36
Cetera Advisor Networks
California
$309K +$16.3K +460 +6%
AIG
37
American International Group
New York
$303K +$14.5K +411 +5%
HNB
38
Huntington National Bank
Ohio
$258K +$256K +7,246 New
ICAS
39
Investors Capital Advisory Services
Massachusetts
$221K -$1.84K -52 -0.8%
EK
40
Evensky & Katz
Florida
$179K +$27.1K +766 +18%
OAJ
41
Ogorek Anthony Joseph
New York
$144K -$97.1K -2,745 -40%
MFS
42
MSI Financial Services
Massachusetts
$92K -$1.95K -55 -2%
NFG
43
Next Financial Group
Texas
$74K +$38.2K +1,080 +108%
Creative Planning
44
Creative Planning
Kansas
$60K +$12.6K +357 +27%
Fifth Third Bancorp
45
Fifth Third Bancorp
Ohio
$49K -$125K -3,528 -72%
CP
46
Corbenic Partners
Pennsylvania
$33K +$13.9K +393 +75%
IF
47
Ironwood Financial
Arizona
$31K
OIA
48
Optimum Investment Advisors
Illinois
$21K +$21.2K +600 New
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$19K
GI
50
Gradient Investments
Minnesota
$16K +$15.9K +450 New