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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MA
76
Mutual Advisors
Nebraska
$535K +$124K +3,018 +30%
SPC
77
Sigma Planning Corp
Michigan
$530K +$46.7K +1,140 +10%
CAPTRUST Financial Advisors
78
CAPTRUST Financial Advisors
North Carolina
$517K -$150K -3,650 -23%
MIC
79
Means Investment Company
Maine
$505K +$71K +1,732 +17%
FFG
80
Fullen Financial Group
Ohio
$502K +$10.6K +259 +2%
CA
81
Cetera Advisors
Colorado
$498K -$68.6K -1,673 -12%
ACS
82
Archford Capital Strategies
Illinois
$493K -$36.4K -889 -7%
BHWM
83
Bay Harbor Wealth Management
Maryland
$483K -$5.86K -143 -1%
SW
84
SlateStone Wealth
Florida
$480K -$1.21M -29,604 -72%
CI
85
CX Institutional
Indiana
$462K -$5.74K -140 -1%
Stifel Financial
86
Stifel Financial
Missouri
$460K -$902 -22 -0.2%
CIAS
87
Capital Investment Advisory Services
North Carolina
$450K +$352K +8,592 +362%
NP
88
NorthRock Partners
Minnesota
$448K -$164 -4 -0%
ACA
89
Anchor Capital Advisors
Massachusetts
$437K
SBL
90
Sargent Bickham Lagudis
Colorado
$432K
BIAS
91
Beacon Investment Advisory Services
New Jersey
$417K -$84K -2,049 -17%
OAM
92
Occidental Asset Management
California
$392K -$3.69K -90 -0.9%
CWC
93
Carolinas Wealth Consulting
North Carolina
$391K +$1.11K +27 +0.3%
SWP
94
Summit Wealth Partners
Florida
$382K +$29.2K +713 +8%
KA
95
Kovack Advisors
Florida
$356K -$4.71K -115 -1%
AWM
96
Avior Wealth Management
Nebraska
$354K -$157K -3,824 -31%
FIG
97
FundX Investment Group
California
$353K -$6.66M -162,500 -95%
Charles Schwab
98
Charles Schwab
California
$341K +$340K +8,304 New
FAAS
99
First Allied Advisory Services
California
$338K -$20K -489 -6%
FPCP
100
Fort Point Capital Partners
California
$338K +$28.4K +692 +9%