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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NAS
51
Nicolet Advisory Services
Wisconsin
$743K +$21.4K +560 +3%
LFA
52
Legacy Financial Advisors
Kentucky
$717K
PA
53
PFG Advisors
Arizona
$684K -$230K -6,002 -26%
RBFC
54
Roman Butler Fullerton & Co
Missouri
$647K -$126K -3,290 -17%
RWM
55
Ritholtz Wealth Management
New York
$645K +$184K +4,801 +41%
EK
56
Evensky & Katz
Florida
$637K -$655K -17,124 -51%
Envestnet Asset Management
57
Envestnet Asset Management
Illinois
$622K +$37.4K +978 +7%
CA
58
Cetera Advisors
Colorado
$619K +$42.1K +1,100 +7%
Susquehanna International Group
59
Susquehanna International Group
Pennsylvania
$614K -$70.2K -1,836 -10%
NWM
60
Northwest Wealth Management
Iowa
$611K -$81.8K -2,138 -12%
FI
61
FormulaFolio Investments
Michigan
$580K +$568K +14,854 New
KA
62
Kovack Advisors
Florida
$563K +$51.1K +1,335 +10%
BHWM
63
Bay Harbor Wealth Management
Maryland
$550K -$63.2K -1,651 -10%
DC
64
Davenport & Co
Virginia
$541K +$530K +13,862 New
ACS
65
Archford Capital Strategies
Illinois
$524K -$7.31K -191 -1%
GWAG
66
Garrett Wealth Advisory Group
Texas
$521K
EWA
67
ERTS Wealth Advisors
Michigan
$506K -$21.3K -557 -4%
MIC
68
Means Investment Company
Maine
$474K +$7.08K +185 +2%
Citigroup
69
Citigroup
New York
$468K -$22.8K -597 -5%
ACA
70
Anchor Capital Advisors
Massachusetts
$454K
CCM
71
Coldstream Capital Management
Washington
$427K +$42.9K +1,122 +11%
BIAS
72
Beacon Investment Advisory Services
New Jersey
$420K
SS
73
Simplicity Solutions
Minnesota
$417K -$301K -7,859 -42%
OAM
74
Occidental Asset Management
California
$417K -$16.4K -429 -4%
RJA
75
Raymond James & Associates
Florida
$417K -$1.49K -39 -0.4%