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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NG
26
Northstar Group
New York
$2.14M +$721K +18,850 +50%
GFPC
27
Global Financial Private Capital
Florida
$2.06M +$413K +10,797 +118%
WA
28
Waverly Advisors
Alabama
$1.87M +$385K +10,051 +26%
AAS
29
Annex Advisory Services
Wisconsin
$1.84M +$124K +3,227 +7%
CCM
30
Coldstream Capital Management
Washington
$1.82M +$70K +1,830 +4%
VF
31
Virtu Financial
New York
$1.75M +$1.26M +32,891 +249%
FA
32
FDx Advisors
Illinois
$1.63M +$18.6K +485 +1%
PAMG
33
Patton Albertson Miller Group
Tennessee
$1.6M -$3.02K -79 -0.2%
MHS
34
M Holdings Securities
Oregon
$1.58M -$12.1K -315 -0.8%
JP Morgan Chase
35
JP Morgan Chase
New York
$1.48M +$1.4M +36,599 +1,675%
MSA
36
Marino Stram & Associates
Massachusetts
$1.25M +$1.26M +32,859 New
PAG
37
Private Advisor Group
New Jersey
$1.22M -$2.75M -71,768 -69%
UBS Group
38
UBS Group
Switzerland
$1.21M -$50.5K -1,320 -4%
PA
39
PFG Advisors
Arizona
$1.19M +$1.2M +31,321 New
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$1.13M
RJA
41
Raymond James & Associates
Florida
$1.01M +$421K +11,005 +71%
WDL
42
Well Done LLC
Michigan
$975K +$12.6K +329 +1%
EA
43
Efficient Advisors
Ohio
$907K -$24.1K -629 -3%
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$830K +$515K +13,448 +161%
SFG
45
StrategIQ Financial Group
Indiana
$828K -$52.4K -1,368 -6%
BBA
46
Braun-Bostich & Associates
Pennsylvania
$804K +$809K +21,129 New
AFP
47
Ausdal Financial Partners
Iowa
$775K +$433K +11,315 +125%
Jane Street
48
Jane Street
New York
$763K +$491K +12,826 +177%
ACS
49
Archford Capital Strategies
Illinois
$754K -$16.9K -441 -2%
ACP
50
Aveo Capital Partners
Colorado
$753K +$39.1K +1,021 +5%