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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
51
Avior Wealth Management
Nebraska
$280K +$256K +7,145 +1,154%
ERIM
52
Eagle Ridge Investment Management
Connecticut
$260K +$258K +7,200 New
Janney Montgomery Scott
53
Janney Montgomery Scott
Pennsylvania
$248K -$246K -6,864 -50%
HighTower Advisors
54
HighTower Advisors
Illinois
$231K +$231K +6,441 New
AFP
55
Ausdal Financial Partners
Iowa
$230K +$17.4K +486 +8%
GWM
56
Geneos Wealth Management
Colorado
$226K +$54.7K +1,528 +32%
PWAG
57
Polaris Wealth Advisory Group
California
$220K -$29.9K -835 -12%
Envestnet Asset Management
58
Envestnet Asset Management
Illinois
$195K -$31.9K -891 -14%
CWM
59
Concert Wealth Management
California
$188K +$185K +5,170 New
RCA
60
Rowland Carmichael Advisors
Arizona
$83K -$3.76K -105 -4%
CCM
61
Cribstone Capital Management
Maine
$77K -$4.83K -135 -6%
TFO
62
Tarbox Family Office
California
$64K
Creative Planning
63
Creative Planning
Kansas
$37K +$394 +11 +1%
Carson Wealth (CWM LLC)
64
Carson Wealth (CWM LLC)
Nebraska
$34K
CP
65
Corbenic Partners
Pennsylvania
$33K
DADC
66
D.A. Davidson & Co
Montana
$33K +$33.7K +940 New
IF
67
Ironwood Financial
Arizona
$31K
WA
68
WFG Advisors
Texas
$27K +$179 +5 +0.7%
OAJ
69
Ogorek Anthony Joseph
New York
$16K -$146K -4,073 -90%
Fifth Third Bancorp
70
Fifth Third Bancorp
Ohio
$13K
NFG
71
Next Financial Group
Texas
$12K +$4.48K +125 +63%
JP Morgan Chase
72
JP Morgan Chase
New York
$4K -$14K -391 -80%
AWM
73
AllSquare Wealth Management
New York
$4K
Citigroup
74
Citigroup
New York
$4K +$3.58K +100 New
CFA
75
Carroll Financial Associates
North Carolina
$3K