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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
26
Geneos Wealth Management
Colorado
$2.97M +$74.5K +2,042 +3%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$2.72M +$23.6K +647 +0.9%
TC
28
Trilogy Capital
California
$2.65M +$2.61M +71,616 +2,711%
MAS
29
Madden Advisory Services
Florida
$2.63M
MFS
30
Madrona Financial Services
Washington
$2.38M -$228K -6,249 -9%
GFPC
31
Global Financial Private Capital
Florida
$2.26M +$1.35M +36,994 +173%
Citadel Advisors
32
Citadel Advisors
Florida
$2.2M +$717K +19,653 +47%
CWM
33
Cahaba Wealth Management
Georgia
$2.09M +$2.13M +58,508 New
AAS
34
Annex Advisory Services
Wisconsin
$2.06M +$126K +3,464 +6%
SWP
35
Stratos Wealth Partners
Ohio
$1.83M +$1.83M +50,050 +4,469%
NG
36
Northstar Group
New York
$1.72M -$277K -7,598 -14%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$1.56M +$1.59M +43,733 New
Stifel Financial
38
Stifel Financial
Missouri
$1.4M +$1.43M +39,222 New
LFA
39
Legacy Financial Advisors
Kentucky
$1.39M +$1.42M +38,837 New
ACA
40
Anchor Capital Advisors
Massachusetts
$1.32M +$1.35M +37,065 New
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$1.31M
MHS
42
M Holdings Securities
Oregon
$1.3M -$132K -3,615 -9%
PAG
43
Private Advisor Group
New Jersey
$1.27M -$1.32M -36,109 -50%
WA
44
Waverly Advisors
Alabama
$1.23M -$236K -6,484 -16%
MML Investors Services
45
MML Investors Services
Massachusetts
$1.21M +$683K +18,737 +124%
FIA
46
Foundations Investment Advisors
Arizona
$1.19M +$805K +22,066 +221%
RIA
47
Regal Investment Advisors
Michigan
$1.18M +$363K +9,956 +43%
NS
48
NewDay Solutions
New Hampshire
$1.17M +$1.19M +32,643 New
PWAG
49
Polaris Wealth Advisory Group
California
$1.06M +$889K +24,389 +454%
MSA
50
Marino Stram & Associates
Massachusetts
$1.03M -$52.9K -1,450 -5%