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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
26
Cetera Advisors
Colorado
$774K +$304K +8,815 +63%
NEIRG
27
New England Investment & Retirement Group
Massachusetts
$747K +$757K +21,936 New
JWM
28
Jackson Wealth Management
Florida
$719K -$56.1K -1,626 -7%
MFS
29
Madrona Financial Services
Washington
$695K -$9K -261 -1%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$689K +$123K +3,580 +21%
WA
31
Waverly Advisors
Alabama
$651K +$25.7K +746 +4%
BSWM
32
Boston Standard Wealth Management
Massachusetts
$620K +$2.83K +82 +0.5%
SFWA
33
Summit Financial Wealth Advisors
Louisiana
$587K +$594K +17,225 New
TAG
34
Tactical Allocation Group
Michigan
$552K +$6.28K +182 +1%
NPC
35
National Planning Corporation
California
$522K +$79K +2,290 +17%
NC
36
NewSquare Capital
Pennsylvania
$485K +$30.5K +885 +7%
M&T Bank
37
M&T Bank
New York
$478K +$485K +14,052 New
SFG
38
StrategIQ Financial Group
Indiana
$445K +$451K +13,063 New
WP
39
WealthPLAN Partners
Nebraska
$440K +$445K +12,914 New
HighTower Advisors
40
HighTower Advisors
Illinois
$419K +$424K +12,301 New
SC
41
Scotia Capital
Ontario, Canada
$395K
IA
42
IFP Advisors
Florida
$380K +$384K +11,147 New
CAN
43
Cetera Advisor Networks
California
$353K
PAG
44
Private Advisor Group
New Jersey
$346K +$8.69K +252 +3%
PWAG
45
Polaris Wealth Advisory Group
California
$316K -$17.7K -514 -5%
Fiera Capital (Canada)
46
Fiera Capital (Canada)
Quebec, Canada
$272K +$275K +7,975 New
FAAS
47
First Allied Advisory Services
California
$257K +$260K +7,545 New
MFS
48
MSI Financial Services
Massachusetts
$252K +$156K +4,526 +157%
Janney Montgomery Scott
49
Janney Montgomery Scott
Pennsylvania
$246K -$2.38K -69 -0.9%
ACS
50
Archford Capital Strategies
Illinois
$241K -$8.14K -236 -3%