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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
26
PNC Financial Services Group
Pennsylvania
$1.1M -$77.5K -2,100 -7%
EA
27
Efficient Advisors
Ohio
$960K -$43.2K -1,170 -4%
WDL
28
Well Done LLC
Michigan
$943K
NG
29
Northstar Group
New York
$892K +$829K +22,450 New
SFG
30
StrategIQ Financial Group
Indiana
$836K -$46.7K -1,266 -5%
NWM
31
Northwest Wealth Management
Iowa
$778K -$21.9K -594 -3%
CAN
32
Cetera Advisor Networks
California
$774K +$1.77K +48 +0.2%
ACS
33
Archford Capital Strategies
Illinois
$719K +$128K +3,460 +22%
AG
34
Advisor Group
Arizona
$707K +$8.6K +233 +1%
SPIA
35
Steward Partners Investment Advisory
New York
$667K
IA
36
IFP Advisors
Florida
$649K +$31.5K +852 +5%
EK
37
Evensky & Katz
Florida
$647K +$418K +11,334 +187%
ACP
38
Aveo Capital Partners
Colorado
$633K +$71.5K +1,937 +13%
CA
39
Cetera Advisors
Colorado
$600K
RJA
40
Raymond James & Associates
Florida
$577K +$36.9K +1,000 +7%
Jane Street
41
Jane Street
New York
$548K +$543K +14,715 New
Lido Advisors
42
Lido Advisors
California
$545K +$540K +14,618 New
SI
43
SII Investments
Wisconsin
$535K +$190K +5,148 +56%
SFWA
44
Summit Financial Wealth Advisors
Louisiana
$516K -$125K -3,375 -20%
RPG
45
Risk Paradigm Group
Texas
$484K -$9.67K -262 -2%
RIA
46
Regal Investment Advisors
Michigan
$457K +$702 +19 +0.2%
BSWM
47
Boston Standard Wealth Management
Massachusetts
$413K -$19.6K -532 -5%
AIP
48
Ahrens Investment Partners
Louisiana
$399K +$395K +10,700 New
Creative Planning
49
Creative Planning
Kansas
$394K +$369K +10,000 +1,754%
ICOA
50
Investment Centers of America
North Dakota
$391K +$135K +3,659 +54%