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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SBL
51
Sargent Bickham Lagudis
Colorado
$320K -$1.02M -29,144 -76%
Fidelity Investments
52
Fidelity Investments
Massachusetts
$301K +$299K +8,570 New
SCA
53
Snowden Capital Advisors
New York
$287K +$284K +8,132 New
EK
54
Evensky & Katz
Florida
$247K +$78.9K +2,258 +48%
PWAG
55
Polaris Wealth Advisory Group
California
$245K -$9.33K -267 -4%
Envestnet Asset Management
56
Envestnet Asset Management
Illinois
$222K -$66K -1,889 -23%
RJA
57
Raymond James & Associates
Florida
$219K +$217K +6,213 New
AFP
58
Ausdal Financial Partners
Iowa
$208K +$206K +5,889 New
RCG
59
Ruggie Capital Group
Florida
$168K -$26K -745 -14%
GWM
60
Geneos Wealth Management
Colorado
$168K +$5.24K +150 +3%
OAJ
61
Ogorek Anthony Joseph
New York
$159K -$2.06K -59 -1%
ACM
62
Argentus Capital Management
Texas
$152K +$151K +4,313 New
RCA
63
Rowland Carmichael Advisors
Arizona
$85K +$52.2K +1,493 +164%
CCM
64
Cribstone Capital Management
Maine
$81K +$80.4K +2,300 New
TFO
65
Tarbox Family Office
California
$62K +$10K +287 +19%
SEI Investments
66
SEI Investments
Pennsylvania
$38K +$37.4K +1,070 New
Creative Planning
67
Creative Planning
Kansas
$36K -$10K -287 -22%
Carson Wealth (CWM LLC)
68
Carson Wealth (CWM LLC)
Nebraska
$33K -$10.1K -290 -24%
CP
69
Corbenic Partners
Pennsylvania
$32K
IF
70
Ironwood Financial
Arizona
$30K
WA
71
WFG Advisors
Texas
$26K +$26K +745 New
AWM
72
Avior Wealth Management
Nebraska
$22K +$21.6K +619 New
JP Morgan Chase
73
JP Morgan Chase
New York
$17K +$17.2K +491 New
Fifth Third Bancorp
74
Fifth Third Bancorp
Ohio
$12K -$109K -3,127 -90%
NC
75
NewSquare Capital
Pennsylvania
$11K -$489K -13,995 -98%