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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWA
76
Burt Wealth Advisors
Maryland
$52K +$52.2K +1,415 New
CCM
77
Cribstone Capital Management
Maine
$50K -$369 -10 -0.7%
CTC
78
Central Trust Company
Missouri
$40K +$40K +1,082 New
IWM
79
IHT Wealth Management
Illinois
$39K +$1.29M +34,868 +9,398%
JFA
80
JNBA Financial Advisors
Minnesota
$38K -$25.2K -682 -40%
WIM
81
Westside Investment Management
California
$37K – – –
Carson Wealth (CWM LLC)
82
Carson Wealth (CWM LLC)
Nebraska
$35K – – –
DADC
83
D.A. Davidson & Co
Montana
$35K – – –
TFO
84
Tarbox Family Office
California
$32K -$33.1K -896 -51%
IF
85
Ironwood Financial
Arizona
$32K – – –
WAM
86
Watermark Asset Management
California
$28K – – –
IIC
87
Integrated Investment Consultants
Michigan
$28K +$27.7K +750 New
JWA
88
JFS Wealth Advisors
Pennsylvania
$27K +$26.9K +728 New
CP
89
Corbenic Partners
Pennsylvania
$19K – – –
Fifth Third Bancorp
90
Fifth Third Bancorp
Ohio
$13K – – –
PFGIA
91
Patriot Financial Group Insurance Agency
Massachusetts
$6K +$37 +1 +0.6%
CFA
92
Carroll Financial Associates
North Carolina
$3K – – –
WA
93
WFG Advisors
Texas
$2K +$1.88K +51 New
VWA
94
V Wealth Advisors
Kansas
$1K +$1.07K +29 New
Citadel Advisors
95
Citadel Advisors
Florida
– -$1.4M -38,630 Closed
Wolverine Trading
96
Wolverine Trading
Illinois
– -$897K -24,635 Closed
JWM
97
Jackson Wealth Management
Florida
– -$682K -18,816 Closed
CFA
98
Cahill Financial Advisors
Minnesota
– -$637K -17,501 Closed
VKH
99
Virtu KCG Holdings
New York
– -$631K -17,351 Closed
Baird Financial Group
100
Baird Financial Group
Wisconsin
– -$218K -6,000 Closed