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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JWCA
51
J.W. Cole Advisors
Florida
$1M +$987K +24,907 New
V
52
Veritable
Delaware
$987K -$895K -22,606 -48%
RBFC
53
Roman Butler Fullerton & Co
Missouri
$986K +$134K +3,395 +16%
NAS
54
Nicolet Advisory Services
Wisconsin
$982K +$96K +2,424 +11%
BSAM
55
Blue Sky Asset Management
Colorado
$954K +$942K +23,783 New
WWM
56
Western Wealth Management
Colorado
$861K -$30.5K -771 -3%
Stifel Financial
57
Stifel Financial
Missouri
$856K +$845K +21,338 New
WP
58
WealthPLAN Partners
Nebraska
$851K +$361K +9,120 +78%
NWM
59
Northwest Wealth Management
Iowa
$849K +$209K +5,286 +33%
KA
60
Kovack Advisors
Florida
$831K -$42.2K -1,065 -5%
Envestnet Asset Management
61
Envestnet Asset Management
Illinois
$823K -$92.3K -2,330 -10%
SPIA
62
Steward Partners Investment Advisory
New York
$753K +$9.51K +240 +1%
LFA
63
Legacy Financial Advisors
Kentucky
$738K
EA
64
Efficient Advisors
Ohio
$731K -$43.6K -1,102 -6%
FAIM
65
Financial Advocates Investment Management
Washington
$729K +$21.2K +536 +3%
RWM
66
Ritholtz Wealth Management
New York
$678K -$34.6K -874 -5%
DC
67
Davenport & Co
Virginia
$678K +$120K +3,031 +22%
APA
68
American Portfolios Advisors
New York
$674K +$584K +14,751 +720%
RFN
69
RDA Financial Network
Iowa
$669K +$30.7K +775 +5%
SWP
70
Stratos Wealth Partners
Ohio
$661K +$652K +16,473 New
VWA
71
Visionary Wealth Advisors
Illinois
$613K +$606K +15,295 New
CA
72
Cetera Advisors
Colorado
$605K -$281K -7,106 -32%
NS
73
NewDay Solutions
New Hampshire
$589K -$326K -8,240 -36%
ACS
74
Archford Capital Strategies
Illinois
$552K -$48K -1,211 -8%
Susquehanna International Group
75
Susquehanna International Group
Pennsylvania
$537K -$125K -3,161 -19%