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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MA
26
Mutual Advisors
Nebraska
$2.23M +$111K +2,830 +5%
WA
27
Waverly Advisors
Alabama
$1.92M -$112K -2,872 -5%
AAS
28
Annex Advisory Services
Wisconsin
$1.83M +$63.8K +1,630 +3%
KAS
29
Kestra Advisory Services
Texas
$1.8M -$89.3K -2,279 -4%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$1.64M +$111K +2,830 +7%
PAMG
31
Patton Albertson Miller Group
Tennessee
$1.51M -$792K -20,224 -33%
ACP
32
Aveo Capital Partners
Colorado
$1.48M -$11.6K -296 -0.7%
SPIA
33
Steward Partners Investment Advisory
New York
$1.43M +$444K +11,336 +41%
Mercer Global Advisors
34
Mercer Global Advisors
Colorado
$1.35M +$10.6K +271 +0.7%
CAN
35
Cetera Advisor Networks
California
$1.33M +$256K +6,536 +22%
KA
36
Kovack Advisors
Florida
$1.26M +$30.6K +780 +2%
Jane Street
37
Jane Street
New York
$1.26M -$426K -10,884 -24%
JWCA
38
J.W. Cole Advisors
Florida
$1.25M +$497K +12,691 +59%
MHS
39
M Holdings Securities
Oregon
$1.23M -$19.7K -504 -1%
SFG
40
StrategIQ Financial Group
Indiana
$1.22M +$41.6K +1,062 +3%
OAM
41
Oppenheimer Asset Management
New York
$1.21M +$1.3M +33,108 New
RWM
42
Reston Wealth Management
Virginia
$1.19M -$715K -18,243 -36%
UBS Group
43
UBS Group
Switzerland
$1.18M -$2.23M -56,983 -64%
IFG
44
Independent Financial Group
California
$1.12M -$213K -5,430 -15%
RFN
45
RDA Financial Network
Iowa
$1.04M -$3.92K -100 -0.4%
MSA
46
Marino Stram & Associates
Massachusetts
$1.02M +$279K +7,127 +34%
GW
47
GW & Wade
Massachusetts
$961K
NG
48
Northstar Group
New York
$940K -$112K -2,850 -10%
RWM
49
Ritholtz Wealth Management
New York
$911K -$717K -18,299 -42%
FHC
50
Fort Henry Capital
West Virginia
$895K -$85.7K -2,187 -8%