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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ACP
51
Aveo Capital Partners
Colorado
$825K +$152K +4,101 +23%
EA
52
Efficient Advisors
Ohio
$820K +$32.6K +879 +4%
AWM
53
AE Wealth Management
Kansas
$817K +$139K +3,757 +21%
RBFC
54
Roman Butler Fullerton & Co
Missouri
$756K -$312K -8,403 -30%
SPIA
55
Steward Partners Investment Advisory
New York
$754K +$63.2K +1,703 +9%
CG
56
CFO4Life Group
Texas
$731K -$20K -538 -3%
SS
57
Simplicity Solutions
Minnesota
$706K +$30.6K +826 +5%
NAS
58
Nicolet Advisory Services
Wisconsin
$704K +$686K +18,492 New
LFA
59
Legacy Financial Advisors
Kentucky
$700K -$759K -20,455 -53%
NWM
60
Northwest Wealth Management
Iowa
$677K +$83.6K +2,254 +15%
Susquehanna International Group
61
Susquehanna International Group
Pennsylvania
$669K +$652K +17,579 New
BHWM
62
Bay Harbor Wealth Management
Maryland
$600K +$3.34K +90 +0.6%
Envestnet Asset Management
63
Envestnet Asset Management
Illinois
$570K -$1.07M -28,762 -66%
CA
64
Cetera Advisors
Colorado
$560K -$83.2K -2,244 -13%
SF
65
Summit Financial
New Jersey
$553K +$539K +14,528 New
DAS
66
Dynamic Advisor Solutions
Arizona
$534K -$10.6K -285 -2%
ACS
67
Archford Capital Strategies
Illinois
$519K +$10.7K +289 +2%
EWA
68
ERTS Wealth Advisors
Michigan
$515K +$40.4K +1,089 +9%
GWAG
69
Garrett Wealth Advisory Group
Texas
$508K
KA
70
Kovack Advisors
Florida
$499K +$705 +19 +0.1%
Citigroup
71
Citigroup
New York
$480K
FAIM
72
Financial Advocates Investment Management
Washington
$479K -$1K -27 -0.2%
MIC
73
Means Investment Company
Maine
$458K -$61.9K -1,670 -12%
RWM
74
Ritholtz Wealth Management
New York
$446K -$41.9K -1,129 -9%
ACA
75
Anchor Capital Advisors
Massachusetts
$442K -$944K -25,440 -69%