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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
$2.04M +$53.2K +1,411 +7%
Citadel Advisors
27
Citadel Advisors
Florida
$1.59M +$1.58M +41,966 New
WA
28
Waverly Advisors
Alabama
$1.55M -$348K -9,227 -18%
MHS
29
M Holdings Securities
Oregon
$1.52M -$59.6K -1,580 -4%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$1.48M -$277K -7,352 -16%
PNC Financial Services Group
31
PNC Financial Services Group
Pennsylvania
$1.39M +$264K +6,996 +24%
PA
32
PFG Advisors
Arizona
$1.24M -$184K -4,876 -13%
PAMG
33
Patton Albertson Miller Group
Tennessee
$1.16M -$5.62K -149 -0.5%
MSA
34
Marino Stram & Associates
Massachusetts
$1.14M +$1.55K +41 +0.1%
SPC
35
Sigma Planning Corp
Michigan
$1M +$61.4K +1,628 +7%
SFG
36
StrategIQ Financial Group
Indiana
$985K +$45.7K +1,212 +5%
UBS Group
37
UBS Group
Switzerland
$967K -$80.5K -2,134 -8%
RIA
38
Regal Investment Advisors
Michigan
$875K +$871K +23,085 New
EA
39
Efficient Advisors
Ohio
$826K -$16.5K -438 -2%
VFP
40
Verus Financial Partners
Virginia
$808K +$138K +3,658 +21%
CA
41
Cetera Advisors
Colorado
$796K +$32.5K +862 +4%
SPIA
42
Steward Partners Investment Advisory
New York
$683K +$5.21K +138 +0.8%
CAN
43
Cetera Advisor Networks
California
$678K +$24.5K +650 +4%
ACP
44
Aveo Capital Partners
Colorado
$666K -$154K -4,069 -18%
RJA
45
Raymond James & Associates
Florida
$661K -$217K -5,754 -25%
CF
46
Centaurus Financial
California
$646K -$39.8K -1,056 -6%
ACS
47
Archford Capital Strategies
Illinois
$632K -$24.9K -661 -4%
Vanguard Capital Wealth Advisors
48
Vanguard Capital Wealth Advisors
Colorado
$612K +$82.7K +2,192 +16%
NWM
49
Northwest Wealth Management
Iowa
$602K -$344K -9,111 -36%
DAS
50
Dynamic Advisor Solutions
Arizona
$601K -$42.4K -1,125 -7%