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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MA
26
Mutual Advisors
Nebraska
$3.06M +$338K +8,593 +13%
WA
27
Waverly Advisors
Alabama
$3.03M +$988K +25,153 +49%
RFM
28
Royal Fund Management
Florida
$3.01M -$13.7K -348 -0.5%
PAMG
29
Patton Albertson Miller Group
Tennessee
$3M -$2.85M -72,429 -49%
PA
30
Paragon Advisors
Texas
$2.95M +$174K +4,438 +6%
FA
31
Financial Advisors
Massachusetts
$2.65M -$2.34M -59,518 -47%
SAF
32
Smith Anglin Financial
Texas
$2.51M +$326K +8,300 +15%
AL
33
Aspiriant LLC
California
$2.48M -$96.7K -2,460 -4%
BFA
34
Beacon Financial Advisory
Ohio
$2.45M -$55.3K -1,408 -2%
CAN
35
Cetera Advisor Networks
California
$2.28M +$265K +6,756 +13%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$2.21M -$2.56M -65,239 -54%
UBS Group
37
UBS Group
Switzerland
$2.19M -$115K -2,915 -5%
CA
38
Cetera Advisors
Colorado
$2M -$89.6K -2,280 -4%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$1.87M -$330K -8,410 -15%
OCM
40
One Capital Management
California
$1.86M +$79.3K +2,017 +5%
RL
41
Retireful LLC
Michigan
$1.67M +$1.65M +41,994 New
KAS
42
Kestra Advisory Services
Texas
$1.61M -$8.29K -211 -0.5%
Renaissance Technologies
43
Renaissance Technologies
New York
$1.58M +$1.3M +33,027 +502%
SL
44
Sentinus LLC
Illinois
$1.54M +$615K +15,648 +68%
KA
45
Kovack Advisors
Florida
$1.45M +$89.2K +2,271 +7%
ACP
46
Aveo Capital Partners
Colorado
$1.44M -$189K -4,798 -12%
RWM
47
Reston Wealth Management
Virginia
$1.35M +$55.4K +1,411 +4%
Citadel Advisors
48
Citadel Advisors
Florida
$1.34M +$1.32M +33,514 New
MHS
49
M Holdings Securities
Oregon
$1.31M -$12.6K -320 -1%
GW
50
GW & Wade
Massachusetts
$1.28M