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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$2.52M -$418K -10,662 -13%
Ameriprise
27
Ameriprise
Minnesota
$2.51M -$911K -23,267 -25%
RCA
28
Rowland Carmichael Advisors
Arizona
$2.03M +$80.6K +2,057 +4%
CIA
29
Compass Ion Advisors
Pennsylvania
$1.93M -$47.7M -1,218,769 -96%
CAN
30
Cetera Advisor Networks
California
$1.75M +$639K +16,306 +52%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$1.64M -$1.05M -26,769 -37%
NG
32
Northstar Group
New York
$1.53M -$46.9K -1,197 -3%
BFA
33
Beacon Financial Advisory
Ohio
$1.43M +$58.7K +1,500 +4%
AWM
34
AE Wealth Management
Kansas
$1.41M -$1.87M -47,666 -55%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$1.39M +$675K +17,225 +84%
MFS
36
Madrona Financial Services
Washington
$1.37M -$58.7K -1,500 -4%
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$1.33M -$40.4K -1,031 -3%
ACP
38
Aveo Capital Partners
Colorado
$1.31M +$66.7K +1,704 +5%
AAS
39
Annex Advisory Services
Wisconsin
$1.29M -$1.13M -28,870 -45%
TCBWMS
40
Texas Capital Bank Wealth Management Services
Texas
$1.19M
WA
41
Waverly Advisors
Alabama
$1.19M +$2.74K +70 +0.2%
MML Investors Services
42
MML Investors Services
Massachusetts
$1.19M +$240K +6,122 +23%
MHS
43
M Holdings Securities
Oregon
$1.17M -$50.4K -1,286 -4%
SFG
44
StrategIQ Financial Group
Indiana
$1.08M +$17.2K +438 +2%
VFP
45
Verus Financial Partners
Virginia
$988K -$32.3K -825 -3%
RBFC
46
Roman Butler Fullerton & Co
Missouri
$919K +$17.2K +440 +2%
DAS
47
Dynamic Advisor Solutions
Arizona
$903K -$45.9K -1,173 -5%
PAG
48
Private Advisor Group
New Jersey
$834K -$542K -13,844 -38%
MSA
49
Marino Stram & Associates
Massachusetts
$795K -$146K -3,724 -15%
EK
50
Evensky & Katz
Florida
$777K +$822K +21,000 +1,815%