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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GFPC
26
Global Financial Private Capital
Florida
$1.95M -$16.6K -435 -2%
WA
27
Waverly Advisors
Alabama
$1.77M -$81.9K -2,149 -4%
MHS
28
M Holdings Securities
Oregon
$1.57M +$8.84K +232 +0.6%
PA
29
PFG Advisors
Arizona
$1.33M +$147K +3,848 +12%
PAMG
30
Patton Albertson Miller Group
Tennessee
$1.32M -$276K -7,244 -17%
MSA
31
Marino Stram & Associates
Massachusetts
$1.23M -$11.6K -305 -0.9%
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$1.12M
UBS Group
33
UBS Group
Switzerland
$1.08M -$121K -3,184 -10%
WDL
34
Well Done LLC
Michigan
$968K
NWM
35
Northwest Wealth Management
Iowa
$951K +$302K +7,926 +46%
AFP
36
Ausdal Financial Partners
Iowa
$915K +$146K +3,843 +19%
EA
37
Efficient Advisors
Ohio
$832K -$69.5K -1,823 -8%
SFG
38
StrategIQ Financial Group
Indiana
$820K -$2.25K -59 -0.3%
ACS
39
Archford Capital Strategies
Illinois
$805K +$36.1K +947 +5%
ACP
40
Aveo Capital Partners
Colorado
$796K +$48.2K +1,264 +6%
MML Investors Services
41
MML Investors Services
Massachusetts
$725K +$307K +8,063 +72%
SPIA
42
Steward Partners Investment Advisory
New York
$676K
CAN
43
Cetera Advisor Networks
California
$652K -$44.3K -1,163 -6%
Jane Street
44
Jane Street
New York
$640K -$118K -3,107 -15%
BBA
45
Braun-Bostich & Associates
Pennsylvania
$565K -$235K -6,160 -29%
RJA
46
Raymond James & Associates
Florida
$557K -$446K -11,702 -44%
AIP
47
Ahrens Investment Partners
Louisiana
$551K +$72.4K +1,900 +15%
Vanguard Capital Wealth Advisors
48
Vanguard Capital Wealth Advisors
Colorado
$539K +$546K +14,340 New
VFP
49
Verus Financial Partners
Virginia
$533K -$460K -12,085 -46%
IA
50
IFP Advisors
Florida
$529K