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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WA
26
Waverly Advisors
Alabama
$1.89M +$122K +3,247 +7%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$1.74M +$1.75M +46,443 New
HB
28
Homrich & Berg
Georgia
$1.68M -$1.75M -46,620 -51%
MHS
29
M Holdings Securities
Oregon
$1.56M -$790 -21 -0.1%
PA
30
PFG Advisors
Arizona
$1.45M +$135K +3,584 +10%
PAMG
31
Patton Albertson Miller Group
Tennessee
$1.21M -$96.6K -2,568 -7%
VF
32
Virtu Financial
New York
$1.18M +$1.18M +31,347 New
MSA
33
Marino Stram & Associates
Massachusetts
$1.13M -$90.2K -2,398 -7%
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$1.11M
UBS Group
35
UBS Group
Switzerland
$1.04M -$38.6K -1,025 -4%
NWM
36
Northwest Wealth Management
Iowa
$939K -$6.43K -171 -0.7%
SFG
37
StrategIQ Financial Group
Indiana
$930K +$116K +3,086 +14%
SPC
38
Sigma Planning Corp
Michigan
$929K +$931K +24,751 New
AFP
39
Ausdal Financial Partners
Iowa
$907K -$1.88K -50 -0.2%
RJA
40
Raymond James & Associates
Florida
$871K +$319K +8,474 +58%
ACP
41
Aveo Capital Partners
Colorado
$837K +$46.8K +1,243 +6%
EA
42
Efficient Advisors
Ohio
$834K +$7.9K +210 +1%
BC
43
Brinker Capital
Pennsylvania
$824K +$826K +21,966 New
EK
44
Evensky & Katz
Florida
$805K +$766K +20,347 +1,831%
CA
45
Cetera Advisors
Colorado
$759K -$1.19M -31,734 -61%
MML Investors Services
46
MML Investors Services
Massachusetts
$749K +$28.7K +764 +4%
CF
47
Centaurus Financial
California
$678K +$544K +14,457 +402%
SPIA
48
Steward Partners Investment Advisory
New York
$672K
VFP
49
Verus Financial Partners
Virginia
$663K +$133K +3,540 +25%
ACS
50
Archford Capital Strategies
Illinois
$650K -$130K -3,449 -17%