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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Deutsche Bank
76
Deutsche Bank
Germany
$676K
SWP
77
Stratos Wealth Partners
Ohio
$653K +$46.7K +1,110 +8%
CI
78
CX Institutional
Indiana
$633K +$143K +3,404 +30%
AAP
79
Arax Advisory Partners
Colorado
$632K +$17.6K +419 +3%
CA
80
Cetera Advisors
Colorado
$613K +$86.7K +2,060 +17%
SWP
81
Summit Wealth Partners
Florida
$599K +$192K +4,558 +49%
DC
82
Davenport & Co
Virginia
$597K -$5.22K -124 -0.9%
BIAS
83
Beacon Investment Advisory Services
New Jersey
$567K +$125K +2,973 +29%
ACS
84
Archford Capital Strategies
Illinois
$565K +$41.3K +981 +8%
MA
85
Mutual Advisors
Nebraska
$564K +$337 +8 +0.1%
Janney Montgomery Scott
86
Janney Montgomery Scott
Pennsylvania
$550K +$536K +12,736 New
CAPTRUST Financial Advisors
87
CAPTRUST Financial Advisors
North Carolina
$538K -$4.59K -109 -0.9%
CWP
88
Corepath Wealth Partners
Arizona
$536K +$522K +12,400 New
MIC
89
Means Investment Company
Maine
$534K +$1.3K +31 +0.3%
FFG
90
Fullen Financial Group
Ohio
$532K +$3.49K +83 +0.7%
SPC
91
Sigma Planning Corp
Michigan
$529K -$28.3K -672 -5%
WAS
92
Wealth Advisory Solutions
Indiana
$525K +$512K +12,172 New
Cetera Investment Advisers
93
Cetera Investment Advisers
Illinois
$504K +$491K +11,660 New
GWAG
94
Garrett Wealth Advisory Group
Texas
$501K -$73.7K -1,750 -13%
CIAS
95
Capital Investment Advisory Services
North Carolina
$500K +$26K +617 +6%
WP
96
WealthPLAN Partners
Nebraska
$492K -$97.5K -2,315 -17%
Stifel Financial
97
Stifel Financial
Missouri
$489K +$4.46K +106 +0.9%
NP
98
NorthRock Partners
Minnesota
$471K
FIG
99
FundX Investment Group
California
$464K +$90.9K +2,158 +25%
MML Investors Services
100
MML Investors Services
Massachusetts
$463K -$701K -16,652 -61%