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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HFS
26
HL Financial Services
Kentucky
$637K +$328K +9,180 +103%
TAG
27
Tactical Allocation Group
Michigan
$603K -$20.6K -577 -3%
ACM
28
Acertus Capital Management
New Jersey
$602K -$128K -3,573 -17%
BIAS
29
Beacon Investment Advisory Services
New Jersey
$602K +$611K +17,075 New
NC
30
NewSquare Capital
Pennsylvania
$532K -$110K -3,075 -17%
CA
31
Cetera Advisors
Colorado
$518K +$52K +1,454 +11%
NPC
32
National Planning Corporation
California
$468K -$35.9K -1,004 -7%
PWAG
33
Polaris Wealth Advisory Group
California
$406K +$411K +11,507 New
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$369K
PAG
35
Private Advisor Group
New Jersey
$336K -$11.2K -312 -3%
SI
36
SII Investments
Wisconsin
$332K +$337K +9,430 New
ACS
37
Archford Capital Strategies
Illinois
$321K -$5.9K -165 -2%
AIG
38
American International Group
New York
$311K +$12.3K +344 +4%
CAN
39
Cetera Advisor Networks
California
$309K
W
40
Wealthquest
Ohio
$308K -$4.18K -117 -1%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$265K -$80.6K -2,255 -23%
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$223K -$183K -5,126 -45%
ICAS
43
Investors Capital Advisory Services
Massachusetts
$217K -$1.57K -44 -0.7%
OAJ
44
Ogorek Anthony Joseph
New York
$172K +$30.2K +844 +21%
MFS
45
MSI Financial Services
Massachusetts
$102K +$11.1K +311 +12%
MAA
46
Managed Account Advisors
New Jersey
$84K +$70.9K +1,984 +495%
EK
47
Evensky & Katz
Florida
$34K -$144K -4,041 -81%
CP
48
Corbenic Partners
Pennsylvania
$32K
IF
49
Ironwood Financial
Arizona
$30K
Fifth Third Bancorp
50
Fifth Third Bancorp
Ohio
$18K -$30.9K -863 -63%