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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NAS
51
Nicolet Advisory Services
Wisconsin
$866K +$117K +2,999 +16%
KA
52
Kovack Advisors
Florida
$855K +$285K +7,324 +51%
RBFC
53
Roman Butler Fullerton & Co
Missouri
$832K +$179K +4,608 +28%
EA
54
Efficient Advisors
Ohio
$759K -$79.7K -2,046 -10%
SPIA
55
Steward Partners Investment Advisory
New York
$727K -$55.1K -1,415 -7%
LFA
56
Legacy Financial Advisors
Kentucky
$722K
RWM
57
Ritholtz Wealth Management
New York
$698K +$47.9K +1,229 +7%
FAIM
58
Financial Advocates Investment Management
Washington
$692K +$270K +6,941 +65%
Susquehanna International Group
59
Susquehanna International Group
Pennsylvania
$650K +$31.1K +799 +5%
RFN
60
RDA Financial Network
Iowa
$626K +$300K +7,695 +95%
NWM
61
Northwest Wealth Management
Iowa
$623K +$8.3K +213 +1%
Vanguard Capital Wealth Advisors
62
Vanguard Capital Wealth Advisors
Colorado
$604K -$165K -4,241 -22%
ACS
63
Archford Capital Strategies
Illinois
$588K +$59.9K +1,539 +11%
BHWM
64
Bay Harbor Wealth Management
Maryland
$555K +$1.17K +30 +0.2%
DC
65
Davenport & Co
Virginia
$541K
GWAG
66
Garrett Wealth Advisory Group
Texas
$525K
EWA
67
ERTS Wealth Advisors
Michigan
$517K +$7.44K +191 +1%
Citigroup
68
Citigroup
New York
$477K +$5.8K +149 +1%
MIC
69
Means Investment Company
Maine
$472K -$12.9K -332 -3%
WP
70
WealthPLAN Partners
Nebraska
$462K +$224K +5,759 +98%
Renaissance Technologies
71
Renaissance Technologies
New York
$436K +$66.2K +1,700 +18%
PA
72
PFG Advisors
Arizona
$435K -$248K -6,361 -36%
ACA
73
Anchor Capital Advisors
Massachusetts
$435K -$21.6K -555 -5%
OAM
74
Occidental Asset Management
California
$420K +$78 +2 +0%
CWM
75
Cahaba Wealth Management
Georgia
$409K +$2.3K +59 +0.6%