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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RBFC
51
Roman Butler Fullerton & Co
Missouri
$1.02M +$1.03M +28,265 New
SFG
52
StrategIQ Financial Group
Indiana
$1.01M +$82.1K +2,250 +9%
Bank of New York Mellon
53
Bank of New York Mellon
New York
$999K +$1.02M +28,000 New
PA
54
PFG Advisors
Arizona
$996K -$257K -7,048 -21%
VFP
55
Verus Financial Partners
Virginia
$808K
EA
56
Efficient Advisors
Ohio
$738K -$40.7K -1,115 -5%
CG
57
CFO4Life Group
Texas
$704K +$411K +11,266 +133%
SPIA
58
Steward Partners Investment Advisory
New York
$647K +$3.46K +95 +0.5%
AWM
59
AE Wealth Management
Kansas
$632K +$261K +7,150 +68%
SS
60
Simplicity Solutions
Minnesota
$632K +$646K +17,717 New
ACP
61
Aveo Capital Partners
Colorado
$627K -$24.4K -668 -4%
CA
62
Cetera Advisors
Colorado
$605K -$149K -4,090 -19%
BHWM
63
Bay Harbor Wealth Management
Maryland
$559K +$571K +15,668 New
NWM
64
Northwest Wealth Management
Iowa
$554K -$13.4K -367 -2%
CAN
65
Cetera Advisor Networks
California
$532K -$110K -3,025 -17%
PV
66
Private Vista
Illinois
$532K +$544K +14,908 New
DAS
67
Dynamic Advisor Solutions
Arizona
$524K -$56.5K -1,549 -10%
WIA
68
World Investment Advisors
California
$513K +$524K +14,370 New
GWMIA
69
Global Wealth Management Investment Advisory
Florida
$512K +$523K +14,352 New
MIC
70
Means Investment Company
Maine
$489K +$500K +13,706 New
ACS
71
Archford Capital Strategies
Illinois
$476K -$122K -3,334 -20%
GWAG
72
Garrett Wealth Advisory Group
Texas
$476K +$487K +13,350 New
KA
73
Kovack Advisors
Florida
$467K +$477K +13,087 New
RWM
74
Ritholtz Wealth Management
New York
$459K +$212K +5,826 +83%
FAIM
75
Financial Advocates Investment Management
Washington
$450K -$63.8K -1,750 -12%