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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RIA
51
Regal Investment Advisors
Michigan
$241K +$38.9K +1,127 +19%
HFS
52
HL Financial Services
Kentucky
$240K -$126K -3,650 -34%
AIG
53
American International Group
New York
$232K -$38K -1,101 -14%
OAJ
54
Ogorek Anthony Joseph
New York
$164K -$3.55K -103 -2%
Fifth Third Bancorp
55
Fifth Third Bancorp
Ohio
$120K +$101K +2,925 +488%
ACM
56
Argentus Capital Management
Texas
$109K -$554K -16,056 -83%
AFP
57
Ausdal Financial Partners
Iowa
$105K +$107K +3,089 New
Creative Planning
58
Creative Planning
Kansas
$44K -$17K -494 -28%
Carson Wealth (CWM LLC)
59
Carson Wealth (CWM LLC)
Nebraska
$42K -$21K -608 -33%
CP
60
Corbenic Partners
Pennsylvania
$31K
TFO
61
Tarbox Family Office
California
$25K +$25K +726 New
AIP
62
Ameritas Investment Partners
Nebraska
$10K
AWM
63
AllSquare Wealth Management
New York
$8K
NFG
64
Next Financial Group
Texas
$6K
SEI Investments
65
SEI Investments
Pennsylvania
$5K +$4.66K +135 New
CCS
66
Crosspoint Capital Strategies
California
$1K +$1.21K +35 New
RCM
67
Rain Capital Management
Oregon
$437 +$414 +12 New
Jane Street
68
Jane Street
New York
-$2.75M -81,111 Closed
Susquehanna International Group
69
Susquehanna International Group
Pennsylvania
-$945K -27,908 Closed
VKH
70
Virtu KCG Holdings
New York
-$648K -19,135 Closed
GF
71
Gerstein Fisher
New York
-$513K -15,155 Closed
SI
72
SII Investments
Wisconsin
-$355K -10,473 Closed
PNC Financial Services Group
73
PNC Financial Services Group
Pennsylvania
-$350K -10,346 Closed
Citadel Advisors
74
Citadel Advisors
Florida
-$315K -9,306 Closed
ACM
75
Acertus Capital Management
New Jersey
-$259K -7,652 Closed