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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
76
Janney Montgomery Scott
Pennsylvania
$262K
ODG
77
O'Dell Group
Ohio
$245K +$640 +17 +0.3%
CI
78
CX Institutional
Indiana
$236K +$237K +6,292 New
VFA
79
Voya Financial Advisors
Connecticut
$233K
PCFFS
80
Pacific Center for Financial Services
California
$219K
JP Morgan Chase
81
JP Morgan Chase
New York
$218K
CFD
82
Creative Financial Designs
Indiana
$216K +$19.9K +530 +10%
PWAG
83
Polaris Wealth Advisory Group
California
$215K
CWM
84
Chesapeake Wealth Management
Virginia
$214K +$214K +5,695 New
LFG
85
LifePlan Financial Group
Ohio
$189K
S
86
SignatureFD
Georgia
$133K +$15.2K +403 +13%
JWA
87
JFS Wealth Advisors
Pennsylvania
$122K +$94.7K +2,517 +342%
CFA
88
Carroll Financial Associates
North Carolina
$104K
TC
89
Trilogy Capital
California
$96K +$14.5K +385 +18%
AF
90
Advisornet Financial
Minnesota
$93K -$4.4K -117 -5%
RCA
91
Rowland Carmichael Advisors
Arizona
$87K
PA
92
Parallel Advisors
California
$85K +$29.5K +783 +52%
AWA
93
Acorn Wealth Advisors
Michigan
$77K
FHA
94
Flagship Harbor Advisors
Massachusetts
$77K +$77.4K +2,056 New
CCM
95
Cribstone Capital Management
Maine
$59K
WP
96
WealthShield Partners
North Carolina
$59K
WAM
97
Watermark Asset Management
California
$58K +$113 +3 +0.2%
Fifth Third Bancorp
98
Fifth Third Bancorp
Ohio
$57K -$564 -15 -1%
JFA
99
JNBA Financial Advisors
Minnesota
$52K +$5K +133 +11%
Carson Wealth (CWM LLC)
100
Carson Wealth (CWM LLC)
Nebraska
$43K