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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FAIM
51
Financial Advocates Investment Management
Washington
$846K +$129K +3,351 +19%
PAG
52
Private Advisor Group
New Jersey
$821K -$81.4K -2,109 -9%
RBFC
53
Roman Butler Fullerton & Co
Missouri
$819K -$173K -4,472 -18%
RWM
54
Ritholtz Wealth Management
New York
$791K +$90.6K +2,347 +13%
SPIA
55
Steward Partners Investment Advisory
New York
$790K +$40.4K +1,047 +6%
NAS
56
Nicolet Advisory Services
Wisconsin
$756K -$31K -804 -4%
EA
57
Efficient Advisors
Ohio
$694K -$48.1K -1,246 -7%
Koshinski Asset Management
58
Koshinski Asset Management
Illinois
$683K +$661K +17,140 New
CAPTRUST Financial Advisors
59
CAPTRUST Financial Advisors
North Carolina
$648K +$109K +2,830 +21%
VWA
60
Visionary Wealth Advisors
Illinois
$644K -$28.8K -747 -4%
NWM
61
Northwest Wealth Management
Iowa
$639K -$81.6K -2,114 -12%
Envestnet Asset Management
62
Envestnet Asset Management
Illinois
$637K -$839K -21,754 -58%
Deutsche Bank
63
Deutsche Bank
Germany
$609K +$28K +726 +5%
SS
64
Simplicity Solutions
Minnesota
$604K +$51.2K +1,327 +10%
SWP
65
Stratos Wealth Partners
Ohio
$601K +$117K +3,042 +25%
WP
66
WealthPLAN Partners
Nebraska
$596K -$121K -3,136 -18%
APA
67
American Portfolios Advisors
New York
$592K -$53.2K -1,378 -8%
DC
68
Davenport & Co
Virginia
$556K -$95.7K -2,480 -15%
AAP
69
Arax Advisory Partners
Colorado
$553K +$56.3K +1,460 +12%
CA
70
Cetera Advisors
Colorado
$550K +$27.6K +716 +5%
GWAG
71
Garrett Wealth Advisory Group
Texas
$532K
MAFM
72
Mid Atlantic Financial Management
Pennsylvania
$527K -$38.6K -1,000 -7%
ACS
73
Archford Capital Strategies
Illinois
$514K -$3.43K -89 -0.7%
Citigroup
74
Citigroup
New York
$514K +$134K +3,460 +37%
AWM
75
Avior Wealth Management
Nebraska
$497K +$299K +7,753 +164%