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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EK
51
Evensky & Katz
Florida
$165K -$967K -28,719 -86%
IA
52
IFP Advisors
Florida
$161K -$234K -6,960 -62%
GWM
53
Geneos Wealth Management
Colorado
$160K +$155K +4,604 New
OAJ
54
Ogorek Anthony Joseph
New York
$159K -$7.84K -233 -5%
Fifth Third Bancorp
55
Fifth Third Bancorp
Ohio
$121K -$1.58K -47 -1%
TFO
56
Tarbox Family Office
California
$51K +$25.2K +749 +103%
Creative Planning
57
Creative Planning
Kansas
$46K +$909 +27 +2%
Carson Wealth (CWM LLC)
58
Carson Wealth (CWM LLC)
Nebraska
$43K
CP
59
Corbenic Partners
Pennsylvania
$32K
RCA
60
Rowland Carmichael Advisors
Arizona
$32K +$30.6K +910 New
IF
61
Ironwood Financial
Arizona
$30K +$29K +861 New
AIP
62
Ameritas Investment Partners
Nebraska
$10K
AWM
63
AllSquare Wealth Management
New York
$8K
NFG
64
Next Financial Group
Texas
$6K
CFA
65
Carroll Financial Associates
North Carolina
$3K +$3.23K +96 New
RCM
66
Rain Capital Management
Oregon
$1.48K +$1.01K +30 +250%
HT
67
Hefren-Tillotson
Pennsylvania
-$38.1M -1,119,854 Closed
BC
68
Brinker Capital
Pennsylvania
-$6.46M -189,581 Closed
CS
69
Credit Suisse
Switzerland
-$2.28M -67,003 Closed
NEIRG
70
New England Investment & Retirement Group
Massachusetts
-$747K -21,936 Closed
M&T Bank
71
M&T Bank
New York
-$478K -14,052 Closed
HighTower Advisors
72
HighTower Advisors
Illinois
-$419K -12,301 Closed
SC
73
Scotia Capital
Ontario, Canada
-$395K -11,664 Closed
Fiera Capital (Canada)
74
Fiera Capital (Canada)
Quebec, Canada
-$272K -7,975 Closed
FAAS
75
First Allied Advisory Services
California
-$257K -7,545 Closed