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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BIAS
76
Beacon Investment Advisory Services
New Jersey
$272K -$3.78M -98,844 -93%
RPG
77
Risk Paradigm Group
Texas
$270K -$3.83K -100 -1%
Janney Montgomery Scott
78
Janney Montgomery Scott
Pennsylvania
$266K
HighTower Advisors
79
HighTower Advisors
Illinois
$262K +$11.7K +306 +5%
MPPLM
80
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$258K +$260K +6,790 New
BCI
81
Brinker Capital Investments
Pennsylvania
$251K +$1.11K +29 +0.4%
ODG
82
O'Dell Group
Ohio
$245K +$651 +17 +0.3%
VFA
83
Voya Financial Advisors
Connecticut
$231K
Stifel Financial
84
Stifel Financial
Missouri
$224K +$225K +5,890 New
EK
85
Evensky & Katz
Florida
$223K -$2.4M -62,630 -91%
PCFFS
86
Pacific Center for Financial Services
California
$222K
PWAG
87
Polaris Wealth Advisory Group
California
$203K -$26.7K -697 -12%
CFD
88
Creative Financial Designs
Indiana
$173K +$9.57K +250 +6%
RCA
89
Rowland Carmichael Advisors
Arizona
$160K +$6.89K +180 +4%
CA
90
Calton & Associates
Florida
$159K +$157K +4,096 New
AF
91
Advisornet Financial
Minnesota
$127K +$128K +3,340 New
CFA
92
Carroll Financial Associates
North Carolina
$105K
AWA
93
Acorn Wealth Advisors
Michigan
$84K +$84K +2,196 New
SWP
94
Stratos Wealth Partners
Ohio
$79K +$79.2K +2,070 New
WAM
95
Watermark Asset Management
California
$58K +$29.3K +765 +101%
PA
96
Parallel Advisors
California
$57K -$191 -5 -0.3%
TCOV
97
Trust Company of Vermont
Vermont
$56K
JWA
98
JFS Wealth Advisors
Pennsylvania
$56K +$28.3K +739 +101%
CCM
99
Cribstone Capital Management
Maine
$55K +$1.72K +45 +3%
BWA
100
Burt Wealth Advisors
Maryland
$54K