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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
51
MML Investors Services
Massachusetts
$574K -$181K -4,805 -24%
FAIM
52
Financial Advocates Investment Management
Washington
$544K -$3.47K -92 -0.6%
IA
53
IFP Advisors
Florida
$492K +$5.74K +152 +1%
BC
54
Brinker Capital
Pennsylvania
$482K -$348K -9,234 -42%
AIP
55
Ahrens Investment Partners
Louisiana
$479K -$130K -3,450 -21%
OAM
56
Occidental Asset Management
California
$464K -$9.73K -258 -2%
TSS
57
Two Sigma Securities
New York
$411K +$409K +10,843 New
AWM
58
AE Wealth Management
Kansas
$400K +$116K +3,087 +41%
AFP
59
Ausdal Financial Partners
Iowa
$399K -$515K -13,640 -56%
BBA
60
Braun-Bostich & Associates
Pennsylvania
$387K -$69.2K -1,835 -15%
FIA
61
Foundations Investment Advisors
Arizona
$377K +$376K +9,963 New
FAAS
62
First Allied Advisory Services
California
$361K -$5.55K -147 -2%
CCM
63
Coldstream Capital Management
Washington
$357K +$10.1K +268 +3%
BSWM
64
Boston Standard Wealth Management
Massachusetts
$352K +$353K +9,354 New
MPPLM
65
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$345K +$5.81K +154 +2%
SBL
66
Sargent Bickham Lagudis
Colorado
$343K
MA
67
Mutual Advisors
Nebraska
$333K +$302 +8 +0.1%
CG
68
CFO4Life Group
Texas
$321K
AWM
69
Avior Wealth Management
Nebraska
$318K +$3.4K +90 +1%
BCI
70
Brinker Capital Investments
Pennsylvania
$310K -$14.4K -382 -4%
SFWA
71
Summit Financial Wealth Advisors
Louisiana
$298K -$2.83K -75 -0.9%
HighTower Advisors
72
HighTower Advisors
Illinois
$277K +$3.21K +85 +1%
Lido Advisors
73
Lido Advisors
California
$275K -$125K -3,308 -31%
SC
74
Scotia Capital
Ontario, Canada
$275K
BIAS
75
Beacon Investment Advisory Services
New Jersey
$272K