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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
$608K -$6.11K -177 -1%
BC
27
Brinker Capital
Pennsylvania
$567K +$578K +16,743 New
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$564K -$529K -15,329 -48%
TAG
29
Tactical Allocation Group
Michigan
$543K -$37.5K -1,087 -6%
GF
30
Gerstein Fisher
New York
$513K +$523K +15,155 New
CA
31
Cetera Advisors
Colorado
$471K -$27.3K -790 -5%
NPC
32
National Planning Corporation
California
$468K +$4.11K +119 +0.9%
NC
33
NewSquare Capital
Pennsylvania
$453K -$59.2K -1,715 -11%
SC
34
Scotia Capital
Ontario, Canada
$395K +$403K +11,664 New
SCA
35
Strategic Capital Alternatives
United States
$386K +$394K +11,407 New
HFS
36
HL Financial Services
Kentucky
$362K -$254K -7,372 -41%
SI
37
SII Investments
Wisconsin
$355K +$36K +1,043 +11%
CAN
38
Cetera Advisor Networks
California
$351K +$58.4K +1,691 +19%
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$350K -$4.83K -140 -1%
PAG
40
Private Advisor Group
New Jersey
$336K +$13.2K +381 +4%
PWAG
41
Polaris Wealth Advisory Group
California
$332K -$58.7K -1,701 -15%
Citadel Advisors
42
Citadel Advisors
Florida
$315K +$321K +9,306 New
AIG
43
American International Group
New York
$268K -$31.4K -910 -10%
ACM
44
Acertus Capital Management
New Jersey
$259K -$325K -9,423 -55%
BIAS
45
Beacon Investment Advisory Services
New Jersey
$259K -$325K -9,423 -55%
KC
46
Kingfisher Capital
North Carolina
$253K +$258K +7,480 New
ACS
47
Archford Capital Strategies
Illinois
$247K -$62.6K -1,815 -20%
W
48
Wealthquest
Ohio
$247K -$49.3K -1,429 -16%
Janney Montgomery Scott
49
Janney Montgomery Scott
Pennsylvania
$247K -$7.97K -231 -3%
RIA
50
Regal Investment Advisors
Michigan
$201K +$204K +5,924 +16,926%