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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MFS
51
MSI Financial Services
Massachusetts
$400K +$19.5K +551 +5%
AWM
52
Avior Wealth Management
Nebraska
$363K +$90.2K +2,551 +33%
RIA
53
Regal Investment Advisors
Michigan
$344K +$2.58K +73 +0.8%
Citadel Advisors
54
Citadel Advisors
Florida
$327K +$329K +9,291 New
SBL
55
Sargent Bickham Lagudis
Colorado
$319K
Baird Financial Group
56
Baird Financial Group
Wisconsin
$299K +$300K +8,480 New
Stifel Financial
57
Stifel Financial
Missouri
$279K +$281K +7,950 New
B
58
Bridgeworth
Alabama
$273K +$270K +7,635 New
Janney Montgomery Scott
59
Janney Montgomery Scott
Pennsylvania
$259K +$17.7K +500 +7%
AFP
60
Ausdal Financial Partners
Iowa
$258K +$33.6K +949 +15%
ERIM
61
Eagle Ridge Investment Management
Connecticut
$254K
PCFFS
62
Pacific Center for Financial Services
California
$253K +$254K +7,181 New
GWM
63
Geneos Wealth Management
Colorado
$238K +$16.8K +474 +8%
HighTower Advisors
64
HighTower Advisors
Illinois
$234K +$9.37K +265 +4%
PWAG
65
Polaris Wealth Advisory Group
California
$221K +$6.43K +182 +3%
ODG
66
O'Dell Group
Ohio
$212K +$213K +6,030 New
NPC
67
National Planning Corporation
California
$210K -$244K -6,887 -54%
JP Morgan Chase
68
JP Morgan Chase
New York
$79K +$75.9K +2,146 +2,146%
RCA
69
Rowland Carmichael Advisors
Arizona
$72K -$8.66K -245 -11%
CCM
70
Cribstone Capital Management
Maine
$72K -$5.13K -145 -7%
TFO
71
Tarbox Family Office
California
$62K
PA
72
Parallel Advisors
California
$55K +$55.3K +1,565 New
Carson Wealth (CWM LLC)
73
Carson Wealth (CWM LLC)
Nebraska
$33K
DADC
74
D.A. Davidson & Co
Montana
$33K
CP
75
Corbenic Partners
Pennsylvania
$32K