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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MFS
26
Madrona Financial Services
Washington
$2.56M +$16.2K +438 +0.7%
AAS
27
Annex Advisory Services
Wisconsin
$2.28M +$89.2K +2,404 +4%
UBS Group
28
UBS Group
Switzerland
$2.06M -$5.81M -156,575 -74%
GFPC
29
Global Financial Private Capital
Florida
$1.81M -$404K -10,881 -19%
NG
30
Northstar Group
New York
$1.79M -$44.4K -1,197 -2%
FIA
31
Foundations Investment Advisors
Arizona
$1.59M +$359K +9,690 +30%
MML Investors Services
32
MML Investors Services
Massachusetts
$1.44M +$143K +3,866 +11%
CAN
33
Cetera Advisor Networks
California
$1.42M +$831K +22,408 +151%
WA
34
Waverly Advisors
Alabama
$1.41M +$92.2K +2,485 +7%
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$1.39M
MHS
36
M Holdings Securities
Oregon
$1.31M -$72.4K -1,951 -5%
EK
37
Evensky & Katz
Florida
$1.27M +$991K +26,720 +397%
PAG
38
Private Advisor Group
New Jersey
$1.19M -$160K -4,309 -12%
Citadel Advisors
39
Citadel Advisors
Florida
$1.18M -$1.13M -30,544 -50%
RCA
40
Rowland Carmichael Advisors
Arizona
$1.15M +$1.03M +27,885 +1,206%
VFP
41
Verus Financial Partners
Virginia
$1.1M +$278K +7,505 +35%
SFG
42
StrategIQ Financial Group
Indiana
$1.07M -$7.57K -204 -0.7%
Bank of New York Mellon
43
Bank of New York Mellon
New York
$1.07M
MSA
44
Marino Stram & Associates
Massachusetts
$1.06M -$28.4K -766 -3%
CAPTRUST Financial Advisors
45
CAPTRUST Financial Advisors
North Carolina
$1.04M +$741K +19,968 +268%
PWAG
46
Polaris Wealth Advisory Group
California
$965K -$166K -4,465 -15%
Wolverine Trading
47
Wolverine Trading
Illinois
$959K +$934K +25,192 New
BC
48
Brinker Capital
Pennsylvania
$937K -$17.4M -468,012 -95%
PA
49
PFG Advisors
Arizona
$904K -$122K -3,299 -12%
WWM
50
Western Wealth Management
Colorado
$835K +$814K +21,948 New