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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EA
26
Efficient Advisors
Ohio
$925K +$39.3K +1,125 +4%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$785K +$57.1K +1,635 +8%
CFA
28
Cahill Financial Advisors
Minnesota
$762K +$754K +21,576 New
JWM
29
Jackson Wealth Management
Florida
$734K +$8.07K +231 +1%
BSWM
30
Boston Standard Wealth Management
Massachusetts
$677K +$2.58K +74 +0.4%
DWM
31
Darwin Wealth Management
Florida
$670K +$663K +18,974 New
Goldman Sachs
32
Goldman Sachs
New York
$620K +$43.3K +1,239 +8%
SFWA
33
Summit Financial Wealth Advisors
Louisiana
$608K
CAN
34
Cetera Advisor Networks
California
$603K +$84.7K +2,425 +17%
TAG
35
Tactical Allocation Group
Michigan
$566K -$3.63K -104 -0.6%
GF
36
Gerstein Fisher
New York
$554K +$9.15K +262 +2%
SFG
37
StrategIQ Financial Group
Indiana
$531K +$6.18K +177 +1%
BCM
38
Brookstone Capital Management
Illinois
$526K +$241K +6,892 +86%
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$484K +$227K +6,498 +90%
NPC
40
National Planning Corporation
California
$474K +$4.72K +135 +1%
IA
41
IFP Advisors
Florida
$467K +$316K +9,054 +216%
PAG
42
Private Advisor Group
New Jersey
$452K +$84.7K +2,424 +23%
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$447K +$443K +12,672 New
VKH
44
Virtu KCG Holdings
New York
$445K -$21.1K -605 -5%
SI
45
SII Investments
Wisconsin
$441K -$9.47K -271 -2%
AG
46
Advisor Group
Arizona
$401K +$399K +11,434 New
MFS
47
MSI Financial Services
Massachusetts
$393K +$159K +4,564 +69%
WP
48
WealthPLAN Partners
Nebraska
$379K +$375K +10,724 New
ACS
49
Archford Capital Strategies
Illinois
$349K +$66.8K +1,913 +24%
RIA
50
Regal Investment Advisors
Michigan
$342K -$1.22K -35 -0.4%