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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
$2.87M +$581K +14,671 +26%
MAS
27
Madden Advisory Services
Florida
$2.82M
AAS
28
Annex Advisory Services
Wisconsin
$2.57M -$18.8K -475 -0.7%
SS
29
Simplicity Solutions
Minnesota
$2.46M -$5.74M -144,971 -70%
JAWM
30
J. Arnold Wealth Management
Ohio
$2.31M +$2.28M +57,553 New
RCA
31
Rowland Carmichael Advisors
Arizona
$2.14M +$342K +8,644 +19%
UBS Group
32
UBS Group
Switzerland
$1.93M -$58.7K -1,481 -3%
NG
33
Northstar Group
New York
$1.74M -$59.3K -1,498 -3%
CAPTRUST Financial Advisors
34
CAPTRUST Financial Advisors
North Carolina
$1.58M -$116K -2,929 -7%
MFS
35
Madrona Financial Services
Washington
$1.55M -$47K -1,186 -3%
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$1.5M +$165K +4,172 +13%
BFA
37
Beacon Financial Advisory
Ohio
$1.5M +$1.48M +37,396 New
PAG
38
Private Advisor Group
New Jersey
$1.47M +$255K +6,449 +21%
ACP
39
Aveo Capital Partners
Colorado
$1.37M +$95.9K +2,422 +8%
MHS
40
M Holdings Securities
Oregon
$1.33M +$6.18K +156 +0.5%
WA
41
Waverly Advisors
Alabama
$1.32M -$241K -6,080 -16%
TCBWMS
42
Texas Capital Bank Wealth Management Services
Texas
$1.3M +$1.29M +32,450 New
CAN
43
Cetera Advisor Networks
California
$1.26M -$103K -2,607 -8%
SFG
44
StrategIQ Financial Group
Indiana
$1.16M -$2.34K -59 -0.2%
RJA
45
Raymond James & Associates
Florida
$1.14M +$755K +19,057 +204%
VFP
46
Verus Financial Partners
Virginia
$1.11M +$19.8K +501 +2%
Renaissance Technologies
47
Renaissance Technologies
New York
$1.09M +$636K +16,063 +145%
MML Investors Services
48
MML Investors Services
Massachusetts
$1.05M -$131K -3,296 -11%
DAS
49
Dynamic Advisor Solutions
Arizona
$1.03M +$31.1K +784 +3%
MSA
50
Marino Stram & Associates
Massachusetts
$1.02M +$2.81K +71 +0.3%