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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
76
Citigroup
New York
$450K +$434K +11,890 +1,675%
EWA
77
ERTS Wealth Advisors
Michigan
$444K +$453K +12,434 New
Vanguard Capital Wealth Advisors
78
Vanguard Capital Wealth Advisors
Colorado
$434K -$145K -3,972 -25%
OAM
79
Occidental Asset Management
California
$424K -$13.4K -368 -3%
BBA
80
Braun-Bostich & Associates
Pennsylvania
$368K +$3.21K +88 +0.9%
SPC
81
Sigma Planning Corp
Michigan
$363K -$591K -16,200 -61%
TSS
82
Two Sigma Securities
New York
$361K -$27K -739 -7%
CCM
83
Coldstream Capital Management
Washington
$359K +$23.5K +645 +7%
IA
84
IFP Advisors
Florida
$346K -$119K -3,269 -25%
MPPLM
85
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$346K +$20.9K +574 +6%
FAAS
86
First Allied Advisory Services
California
$339K -$875 -24 -0.3%
Creative Planning
87
Creative Planning
Kansas
$328K +$335K +9,193 New
SBL
88
Sargent Bickham Lagudis
Colorado
$323K
AFP
89
Ausdal Financial Partners
Iowa
$312K -$65.7K -1,801 -17%
AIP
90
Ahrens Investment Partners
Louisiana
$303K -$152K -4,160 -33%
MA
91
Mutual Advisors
Nebraska
$294K -$19.6K -538 -6%
BCI
92
Brinker Capital Investments
Pennsylvania
$292K
SFWA
93
Summit Financial Wealth Advisors
Louisiana
$291K
AWM
94
Avior Wealth Management
Nebraska
$269K -$30.2K -829 -10%
CAPTRUST Financial Advisors
95
CAPTRUST Financial Advisors
North Carolina
$268K +$272K +7,460 New
SC
96
Scotia Capital
Ontario, Canada
$259K
BIAS
97
Beacon Investment Advisory Services
New Jersey
$255K -$1.75K -48 -0.7%
HighTower Advisors
98
HighTower Advisors
Illinois
$253K -$5.07K -139 -2%
W
99
Wealthquest
Ohio
$251K +$257K +7,057 New
RPG
100
Risk Paradigm Group
Texas
$248K +$839 +23 +0.3%