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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RWM
76
Ritholtz Wealth Management
New York
$266K +$265K +7,032 New
RPG
77
Risk Paradigm Group
Texas
$262K -$6.79K -180 -3%
Janney Montgomery Scott
78
Janney Montgomery Scott
Pennsylvania
$254K -$10.3K -274 -4%
ODG
79
O'Dell Group
Ohio
$249K +$1.21K +32 +0.5%
JP Morgan Chase
80
JP Morgan Chase
New York
$244K +$24.3K +645 +11%
VFA
81
Voya Financial Advisors
Connecticut
$242K +$5.66K +150 +2%
PCFFS
82
Pacific Center for Financial Services
California
$221K
CFD
83
Creative Financial Designs
Indiana
$218K
CWM
84
Chesapeake Wealth Management
Virginia
$216K
CI
85
CX Institutional
Indiana
$214K -$24.3K -645 -10%
PWAG
86
Polaris Wealth Advisory Group
California
$203K -$12K -317 -6%
LFG
87
LifePlan Financial Group
Ohio
$166K -$24.8K -657 -13%
S
88
SignatureFD
Georgia
$134K
AAP
89
Arax Advisory Partners
Colorado
$133K +$133K +3,519 New
CFA
90
Carroll Financial Associates
North Carolina
$105K
TC
91
Trilogy Capital
California
$100K +$3.51K +93 +4%
PA
92
Parallel Advisors
California
$96K +$9.88K +262 +11%
AF
93
Advisornet Financial
Minnesota
$94K
RCA
94
Rowland Carmichael Advisors
Arizona
$88K
FHA
95
Flagship Harbor Advisors
Massachusetts
$78K
OIA
96
Optimum Investment Advisors
Illinois
$72K +$60.4K +1,600 +533%
WP
97
WealthShield Partners
North Carolina
$61K +$2.04K +54 +3%
CCM
98
Cribstone Capital Management
Maine
$60K +$943 +25 +2%
WAM
99
Watermark Asset Management
California
$57K -$1.02K -27 -2%
Carson Wealth (CWM LLC)
100
Carson Wealth (CWM LLC)
Nebraska
$49K +$5.47K +145 +13%