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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
$1.16M +$227K +6,415 +24%
MHS
27
M Holdings Securities
Oregon
$1.14M +$15.7K +444 +1%
SCA
28
Snowden Capital Advisors
New York
$1.14M -$11.5K -325 -1%
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$1.12M +$1.12M +31,730 New
RJA
30
Raymond James & Associates
Florida
$1.01M +$617K +17,440 +156%
Jane Street
31
Jane Street
New York
$960K +$431K +12,184 +81%
EA
32
Efficient Advisors
Ohio
$914K -$177 -5 -0%
SFG
33
StrategIQ Financial Group
Indiana
$893K +$18.1K +511 +2%
Wolverine Trading
34
Wolverine Trading
Illinois
$792K +$795K +22,481 New
TWMH
35
Tiedemann Wealth Management Holdings
New York
$767K
NWM
36
Northwest Wealth Management
Iowa
$735K +$738K +20,876 New
CFA
37
Cahill Financial Advisors
Minnesota
$716K -$29.9K -845 -4%
JWM
38
Jackson Wealth Management
Florida
$712K -$3.25K -92 -0.5%
CAN
39
Cetera Advisor Networks
California
$655K +$32.5K +918 +5%
SPIA
40
Steward Partners Investment Advisory
New York
$630K +$633K +17,900 New
ACP
41
Aveo Capital Partners
Colorado
$626K +$628K +17,761 New
SFWA
42
Summit Financial Wealth Advisors
Louisiana
$607K
CA
43
Cetera Advisors
Colorado
$579K -$628K -17,752 -52%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$573K +$385K +10,881 +201%
IA
45
IFP Advisors
Florida
$537K +$61.6K +1,742 +13%
BSWM
46
Boston Standard Wealth Management
Massachusetts
$521K -$161K -4,543 -23%
AG
47
Advisor Group
Arizona
$513K +$16.8K +475 +3%
RPG
48
Risk Paradigm Group
Texas
$499K -$103K -2,904 -17%
ACS
49
Archford Capital Strategies
Illinois
$474K +$45.9K +1,299 +11%
SI
50
SII Investments
Wisconsin
$434K +$42.2K +1,194 +11%