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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
26
Raymond James Financial Services Advisors
Florida
$2.23M +$30K +769 +1%
UBS Group
27
UBS Group
Switzerland
$1.95M -$127K -3,257 -6%
V
28
Veritable
Delaware
$1.85M +$1.84M +47,209 New
NG
29
Northstar Group
New York
$1.76M -$66.1K -1,696 -4%
RCA
30
Rowland Carmichael Advisors
Arizona
$1.75M +$17K +436 +1%
CAPTRUST Financial Advisors
31
CAPTRUST Financial Advisors
North Carolina
$1.66M +$685K +17,589 +71%
MFS
32
Madrona Financial Services
Washington
$1.57M -$50K -1,285 -3%
MF
33
Madrona Funds
Washington
$1.57M +$1.55M +39,884 New
WA
34
Waverly Advisors
Alabama
$1.51M -$2.65K -68 -0.2%
CAN
35
Cetera Advisor Networks
California
$1.34M +$5.84K +150 +0.4%
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$1.3M -$190K -4,880 -13%
MHS
37
M Holdings Securities
Oregon
$1.3M -$27.3K -700 -2%
ACP
38
Aveo Capital Partners
Colorado
$1.26M +$225K +5,778 +22%
EK
39
Evensky & Katz
Florida
$1.24M +$592K +15,212 +93%
BC
40
Brinker Capital
Pennsylvania
$1.22M +$52.3K +1,343 +5%
PAG
41
Private Advisor Group
New Jersey
$1.18M +$25.3K +650 +2%
MML Investors Services
42
MML Investors Services
Massachusetts
$1.16M -$352K -9,032 -23%
SFG
43
StrategIQ Financial Group
Indiana
$1.14M +$21.3K +548 +2%
VFP
44
Verus Financial Partners
Virginia
$1.07M -$250K -6,413 -19%
MSA
45
Marino Stram & Associates
Massachusetts
$994K -$106K -2,718 -10%
DAS
46
Dynamic Advisor Solutions
Arizona
$981K +$70.5K +1,810 +8%
NS
47
NewDay Solutions
New Hampshire
$898K +$5.8K +149 +0.7%
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$898K +$269K +6,897 +43%
WWM
49
Western Wealth Management
Colorado
$874K +$8.92K +229 +1%
CA
50
Cetera Advisors
Colorado
$873K +$249K +6,387 +40%