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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAN
51
Cetera Advisor Networks
California
$701K +$5.28K +138 +0.8%
SPIA
52
Steward Partners Investment Advisory
New York
$680K
NWM
53
Northwest Wealth Management
Iowa
$656K +$32.9K +860 +5%
TSS
54
Two Sigma Securities
New York
$651K +$655K +17,109 New
Citadel Advisors
55
Citadel Advisors
Florida
$598K +$601K +15,715 New
WP
56
WealthPLAN Partners
Nebraska
$541K +$35.7K +934 +7%
Renaissance Technologies
57
Renaissance Technologies
New York
$535K +$539K +14,073 New
IA
58
IFP Advisors
Florida
$529K -$146K -3,809 -21%
FAIM
59
Financial Advocates Investment Management
Washington
$525K +$528K +13,800 New
AWM
60
AE Wealth Management
Kansas
$511K +$219K +5,712 +74%
AIP
61
Ahrens Investment Partners
Louisiana
$483K +$26.8K +700 +6%
DAS
62
Dynamic Advisor Solutions
Arizona
$480K -$1.42K -37 -0.3%
BSWM
63
Boston Standard Wealth Management
Massachusetts
$424K -$128K -3,348 -23%
MML Investors Services
64
MML Investors Services
Massachusetts
$423K +$36.2K +947 +9%
OAM
65
Occidental Asset Management
California
$420K +$115K +3,013 +38%
JWM
66
Jackson Wealth Management
Florida
$405K +$404K +10,546 New
AWM
67
Avior Wealth Management
Nebraska
$386K +$12.6K +328 +3%
FAAS
68
First Allied Advisory Services
California
$381K +$383K +10,008 New
Lido Advisors
69
Lido Advisors
California
$375K
MA
70
Mutual Advisors
Nebraska
$349K +$351K +9,181 New
SBL
71
Sargent Bickham Lagudis
Colorado
$345K
Envestnet Asset Management
72
Envestnet Asset Management
Illinois
$331K +$24.7K +646 +8%
SFWA
73
Summit Financial Wealth Advisors
Louisiana
$313K
CCM
74
Crabel Capital Management
California
$297K +$299K +7,803 New
SS
75
Simplicity Solutions
Minnesota
$292K +$293K +7,665 New