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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AIP
51
Ahrens Investment Partners
Louisiana
$456K +$48.8K +1,300 +12%
SI
52
SII Investments
Wisconsin
$428K -$114K -3,028 -21%
MML Investors Services
53
MML Investors Services
Massachusetts
$387K +$35.9K +957 +10%
Lido Advisors
54
Lido Advisors
California
$377K -$178K -4,736 -32%
AWM
55
Avior Wealth Management
Nebraska
$373K +$1.73K +46 +0.5%
AFP
56
Ausdal Financial Partners
Iowa
$344K -$9.16K -244 -3%
SBL
57
Sargent Bickham Lagudis
Colorado
$344K
Susquehanna International Group
58
Susquehanna International Group
Pennsylvania
$318K +$64K +1,705 +26%
SFWA
59
Summit Financial Wealth Advisors
Louisiana
$312K -$211K -5,625 -41%
Envestnet Asset Management
60
Envestnet Asset Management
Illinois
$306K +$81.9K +2,180 +37%
OAM
61
Occidental Asset Management
California
$305K +$41.3K +1,101 +16%
AWM
62
AE Wealth Management
Kansas
$293K +$54K +1,439 +23%
VFP
63
Verus Financial Partners
Virginia
$277K +$21.6K +575 +9%
Jane Street
64
Jane Street
New York
$275K -$281K -7,482 -51%
RPG
65
Risk Paradigm Group
Texas
$273K -$217K -5,789 -45%
Janney Montgomery Scott
66
Janney Montgomery Scott
Pennsylvania
$266K
HighTower Advisors
67
HighTower Advisors
Illinois
$249K -$63.8K -1,698 -21%
BCI
68
Brinker Capital Investments
Pennsylvania
$249K +$246K +6,558 +72,867%
ODG
69
O'Dell Group
Ohio
$244K +$14.9K +397 +7%
ICOA
70
Investment Centers of America
North Dakota
$238K -$159K -4,226 -40%
VFA
71
Voya Financial Advisors
Connecticut
$230K
PWAG
72
Polaris Wealth Advisory Group
California
$229K +$226K +6,031 New
PCFFS
73
Pacific Center for Financial Services
California
$222K -$25.3K -675 -10%
CFD
74
Creative Financial Designs
Indiana
$164K
RCA
75
Rowland Carmichael Advisors
Arizona
$153K +$8.45K +225 +6%