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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
76
Stratos Wealth Partners
Ohio
$442K -$174K -4,450 -27%
WC
77
Waterloo Capital
Texas
$440K +$469K +11,964 New
BHWM
78
Bay Harbor Wealth Management
Maryland
$439K +$12.3K +315 +3%
NP
79
NorthRock Partners
Minnesota
$401K -$352 -9 -0.1%
ACA
80
Anchor Capital Advisors
Massachusetts
$397K
Stifel Financial
81
Stifel Financial
Missouri
$389K -$424K -10,819 -51%
MA
82
Mutual Advisors
Nebraska
$387K -$10.2K -261 -2%
SBL
83
Sargent Bickham Lagudis
Colorado
$387K +$57.6K +1,472 +16%
CI
84
CX Institutional
Indiana
$370K +$56K +1,430 +17%
OAM
85
Occidental Asset Management
California
$350K -$53.6K -1,370 -13%
Citigroup
86
Citigroup
New York
$347K -$104K -2,644 -22%
CWM
87
Cahaba Wealth Management
Georgia
$342K -$46.8K -1,196 -11%
FAAS
88
First Allied Advisory Services
California
$342K -$23.4K -597 -6%
MIC
89
Means Investment Company
Maine
$326K -$98.6K -2,518 -23%
NS
90
NewDay Solutions
New Hampshire
$325K -$240K -6,137 -42%
SWP
91
Summit Wealth Partners
Florida
$321K +$11.7K +299 +4%
CWC
92
Carolinas Wealth Consulting
North Carolina
$313K +$334K +8,539 New
Renaissance Technologies
93
Renaissance Technologies
New York
$312K -$731K -18,663 -69%
PA
94
PFG Advisors
Arizona
$305K -$64.8K -1,655 -17%
CG
95
CFO4Life Group
Texas
$292K
FSG
96
Financial Strategies Group
Michigan
$290K -$18.4K -471 -6%
F
97
F3Logic
Minnesota
$288K -$39.5K -1,009 -11%
CCFM
98
Clear Creek Financial Management
Washington
$285K +$31.2K +797 +12%
BC
99
Brio Consultants
California
$278K +$26K +663 +10%
GWMIA
100
Global Wealth Management Investment Advisory
Florida
$277K +$4.5K +115 +2%