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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
26
UBS Group
Switzerland
$2.06M -$49.9K -1,303 -2%
NG
27
Northstar Group
New York
$1.81M -$22.9K -598 -1%
RCA
28
Rowland Carmichael Advisors
Arizona
$1.72M +$534K +13,954 +46%
FIA
29
Foundations Investment Advisors
Arizona
$1.63M -$3.6K -94 -0.2%
MFS
30
Madrona Financial Services
Washington
$1.61M -$997K -26,048 -39%
VFP
31
Verus Financial Partners
Virginia
$1.55M +$184K +4,809 +17%
MML Investors Services
32
MML Investors Services
Massachusetts
$1.5M +$30.9K +807 +2%
WA
33
Waverly Advisors
Alabama
$1.5M +$56.1K +1,465 +4%
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$1.49M +$55.1K +1,441 +4%
CAN
35
Cetera Advisor Networks
California
$1.32M -$130K -3,399 -9%
MHS
36
M Holdings Securities
Oregon
$1.32M -$29.2K -764 -2%
BC
37
Brinker Capital
Pennsylvania
$1.16M +$191K +4,996 +20%
PAG
38
Private Advisor Group
New Jersey
$1.15M -$72.1K -1,884 -6%
SFG
39
StrategIQ Financial Group
Indiana
$1.11M +$17.9K +469 +2%
AWM
40
AE Wealth Management
Kansas
$1.11M +$267K +6,966 +32%
Bank of New York Mellon
41
Bank of New York Mellon
New York
$1.09M
MSA
42
Marino Stram & Associates
Massachusetts
$1.09M +$1.19K +31 +0.1%
ACP
43
Aveo Capital Partners
Colorado
$1.01M +$161K +4,199 +19%
CAPTRUST Financial Advisors
44
CAPTRUST Financial Advisors
North Carolina
$963K -$106K -2,758 -10%
DAS
45
Dynamic Advisor Solutions
Arizona
$903K +$349K +9,119 +65%
NS
46
NewDay Solutions
New Hampshire
$894K +$872K +22,780 New
WWM
47
Western Wealth Management
Colorado
$860K +$1.95K +51 +0.2%
EA
48
Efficient Advisors
Ohio
$833K -$7.73K -202 -0.9%
SPIA
49
Steward Partners Investment Advisory
New York
$778K +$3.94K +103 +0.5%
Vanguard Capital Wealth Advisors
50
Vanguard Capital Wealth Advisors
Colorado
$766K +$307K +8,013 +69%