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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$717K +$12.7K +376 +2%
JWM
27
Jackson Wealth Management
Florida
$708K -$31.4K -934 -4%
BSWM
28
Boston Standard Wealth Management
Massachusetts
$666K +$32.3K +960 +5%
SFWA
29
Summit Financial Wealth Advisors
Louisiana
$599K
Goldman Sachs
30
Goldman Sachs
New York
$568K +$549K +16,314 New
TAG
31
Tactical Allocation Group
Michigan
$562K -$2.46K -73 -0.5%
WA
32
Waverly Advisors
Alabama
$543K -$119K -3,527 -18%
GF
33
Gerstein Fisher
New York
$537K +$520K +15,445 New
SFG
34
StrategIQ Financial Group
Indiana
$517K +$60.5K +1,797 +14%
CAN
35
Cetera Advisor Networks
California
$510K +$145K +4,300 +41%
NC
36
NewSquare Capital
Pennsylvania
$498K +$2.22K +66 +0.5%
VKH
37
Virtu KCG Holdings
New York
$460K +$445K +13,214 New
NPC
38
National Planning Corporation
California
$459K -$86.3K -2,563 -16%
SI
39
SII Investments
Wisconsin
$445K +$431K +12,795 New
PAG
40
Private Advisor Group
New Jersey
$363K +$8.25K +245 +2%
RIA
41
Regal Investment Advisors
Michigan
$338K +$88.8K +2,638 +37%
AIG
42
American International Group
New York
$321K +$80.8K +2,401 +35%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$285K -$652K -19,385 -70%
BCM
44
Brookstone Capital Management
Illinois
$278K +$269K +8,002 New
ACS
45
Archford Capital Strategies
Illinois
$278K +$30.8K +916 +13%
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
$252K
PWAG
47
Polaris Wealth Advisory Group
California
$251K -$70.3K -2,088 -22%
Jane Street
48
Jane Street
New York
$243K +$235K +6,974 New
MFS
49
MSI Financial Services
Massachusetts
$229K -$27.9K -830 -11%
RCG
50
Ruggie Capital Group
Florida
$191K +$185K +5,497 New