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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ACM
51
Acertus Capital Management
New Jersey
$369K +$366K +9,905 New
BIAS
52
Beacon Investment Advisory Services
New Jersey
$369K +$366K +9,905 New
AWM
53
Avior Wealth Management
Nebraska
$364K +$960 +26 +0.3%
AFP
54
Ausdal Financial Partners
Iowa
$347K +$9.56K +259 +3%
MML Investors Services
55
MML Investors Services
Massachusetts
$344K +$341K +9,226 New
B
56
Bridgeworth
Alabama
$342K +$28.1K +762 +9%
SBL
57
Sargent Bickham Lagudis
Colorado
$338K
HighTower Advisors
58
HighTower Advisors
Illinois
$308K +$75.8K +2,054 +33%
GWM
59
Geneos Wealth Management
Colorado
$302K +$49.3K +1,335 +20%
Janney Montgomery Scott
60
Janney Montgomery Scott
Pennsylvania
$261K -$7.38K -200 -3%
OAM
61
Occidental Asset Management
California
$258K +$256K +6,922 New
VFP
62
Verus Financial Partners
Virginia
$251K -$6.09K -165 -2%
Susquehanna International Group
63
Susquehanna International Group
Pennsylvania
$248K -$907K -24,559 -79%
ERIM
64
Eagle Ridge Investment Management
Connecticut
$246K -$9.23K -250 -4%
PCFFS
65
Pacific Center for Financial Services
California
$243K -$24.8K -671 -9%
AWM
66
AE Wealth Management
Kansas
$234K +$232K +6,273 New
VFA
67
Voya Financial Advisors
Connecticut
$226K -$10.4K -281 -4%
ODG
68
O'Dell Group
Ohio
$225K
Envestnet Asset Management
69
Envestnet Asset Management
Illinois
$219K +$74 +2 +0%
CFD
70
Creative Financial Designs
Indiana
$161K +$88.7K +2,401 +126%
RCA
71
Rowland Carmichael Advisors
Arizona
$142K +$18.5K +500 +15%
JP Morgan Chase
72
JP Morgan Chase
New York
$120K +$36.3K +984 +44%
PA
73
Parallel Advisors
California
$56K -$2.21K -60 -4%
OAJ
74
Ogorek Anthony Joseph
New York
$54K
TCOV
75
Trust Company of Vermont
Vermont
$54K +$54K +1,462 New