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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ARC
76
Advisor Resource Council
Texas
$657K +$318K +7,006 +91%
SFG
77
Sovereign Financial Group
Connecticut
$653K +$307K +6,778 +87%
PPA
78
Parametric Portfolio Associates
Washington
$653K +$662K +14,601 New
WSTAM
79
Wilbanks Smith & Thomas Asset Management
Virginia
$649K +$658K +14,500 New
CI
80
CX Institutional
Indiana
$647K +$19.9K +439 +3%
FHC
81
First Heartland Consultants
Missouri
$645K +$262K +5,780 +67%
Susquehanna International Group
82
Susquehanna International Group
Pennsylvania
$637K +$69.8K +1,540 +12%
FAAM
83
First Ascent Asset Management
Colorado
$636K +$437K +9,625 +209%
DC
84
Davenport & Co
Virginia
$635K +$2.77K +61 +0.4%
GFPC
85
Global Financial Private Client
Florida
$623K +$18.5K +407 +3%
UCFA
86
United Capital Financial Advisors
Texas
$622K -$601K -13,244 -49%
MML Investors Services
87
MML Investors Services
Massachusetts
$611K +$145K +3,197 +31%
BIAS
88
Beacon Investment Advisory Services
New Jersey
$607K -$34.7K -765 -5%
Cetera Investment Advisers
89
Cetera Investment Advisers
Illinois
$606K -$17K -374 -3%
ACS
90
Archford Capital Strategies
Illinois
$570K -$47.8K -1,053 -8%
FDCDDQ
91
Federation des caisses Desjardins du Quebec
Quebec, Canada
$556K +$179K +3,940 +46%
RBFC
92
Roman Butler Fullerton & Co
Missouri
$556K -$10.9K -240 -2%
FFG
93
Fullen Financial Group
Ohio
$547K +$19.1K +421 +4%
AAP
94
Arax Advisory Partners
Colorado
$521K +$33.4K +737 +7%
GWAG
95
Garrett Wealth Advisory Group
Texas
$519K
VWA
96
Visionary Wealth Advisors
Illinois
$514K +$24.1K +532 +5%
CIAS
97
Capital Investment Advisory Services
North Carolina
$502K
SSC
98
Syverson Strege & Co
Iowa
$494K +$3.08K +68 +0.6%
VWM
99
Vigilare Wealth Management
Arizona
$489K +$124K +2,742 +34%
AFP
100
Ausdal Financial Partners
Iowa
$485K -$33.8K -745 -6%