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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Capital Wealth Advisors
76
Vanguard Capital Wealth Advisors
Colorado
$442K -$20.7K -557 -5%
GWMIA
77
Global Wealth Management Investment Advisory
Florida
$429K -$115K -3,091 -22%
OAM
78
Occidental Asset Management
California
$423K -$28.9K -780 -7%
BIAS
79
Beacon Investment Advisory Services
New Jersey
$409K +$134K +3,623 +51%
RJA
80
Raymond James & Associates
Florida
$408K -$14.3M -385,623 -97%
FAAS
81
First Allied Advisory Services
California
$399K +$37.1K +1,000 +11%
CWM
82
Cahaba Wealth Management
Georgia
$376K -$1.8M -48,619 -83%
CCM
83
Coldstream Capital Management
Washington
$374K -$8.72K -235 -2%
MPPLM
84
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$368K -$816 -22 -0.2%
SBL
85
Sargent Bickham Lagudis
Colorado
$345K
BCI
86
Brinker Capital Investments
Pennsylvania
$316K +$4.82K +130 +2%
AIP
87
Ahrens Investment Partners
Louisiana
$309K -$13.7K -370 -4%
MA
88
Mutual Advisors
Nebraska
$303K -$10.5K -282 -3%
SPC
89
Sigma Planning Corp
Michigan
$293K -$91.7K -2,473 -24%
AWM
90
Avior Wealth Management
Nebraska
$289K +$1.74K +47 +0.6%
W
91
Wealthquest
Ohio
$289K +$20.8K +562 +8%
SC
92
Scotia Capital
Ontario, Canada
$276K
HighTower Advisors
93
HighTower Advisors
Illinois
$276K +$2.34K +63 +0.9%
TPWA
94
TRUE Private Wealth Advisors
Oregon
$275K +$269K +7,250 New
RFWA
95
RPg Family Wealth Advisory
Massachusetts
$274K +$267K +7,190 New
Lido Advisors
96
Lido Advisors
California
$273K +$266K +7,181 New
JFA
97
JNBA Financial Advisors
Minnesota
$265K +$216K +5,816 +507%
SFWA
98
Summit Financial Wealth Advisors
Louisiana
$259K -$50.1K -1,350 -17%
ODG
99
O'Dell Group
Ohio
$252K +$1.08K +29 +0.4%
BSWM
100
Boston Standard Wealth Management
Massachusetts
$249K +$3.19K +86 +1%