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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SEI Investments
101
SEI Investments
Pennsylvania
$54K +$54K +1,411 New
Carson Wealth (CWM LLC)
102
Carson Wealth (CWM LLC)
Nebraska
$43K
OAJ
103
Ogorek Anthony Joseph
New York
$43K
JFA
104
JNBA Financial Advisors
Minnesota
$42K -$957 -25 -2%
WIM
105
Westside Investment Management
California
$38.5K
IF
106
Ironwood Financial
Arizona
$33K
TFO
107
Tarbox Family Office
California
$33K
CTC
108
Central Trust Company
Missouri
$31K
CAC
109
Certified Advisory Corp
Florida
$30K +$31K +810 New
APA
110
American Portfolios Advisors
New York
$25.6K +$25.7K +672 New
PG
111
Patten Group
Tennessee
$24K +$9.38K +245 +63%
CP
112
Corbenic Partners
Pennsylvania
$20K
WCM
113
Wealthcare Capital Management
Virginia
$19K +$18.9K +495 New
ME
114
McIlrath & Eck
Washington
$19K +$19.3K +504 New
SWM
115
SeaCrest Wealth Management
New York
$18K +$18.3K +477 New
IWM
116
IHT Wealth Management
Illinois
$14K
Fifth Third Bancorp
117
Fifth Third Bancorp
Ohio
$13K
BFEC
118
Benjamin F. Edwards & Company
Missouri
$10K +$6.32K +165 +165%
PFGIA
119
Patriot Financial Group Insurance Agency
Massachusetts
$6K
AWM
120
AllSquare Wealth Management
New York
$5K
CJA
121
C-J Advisory
California
$3K +$3.1K +81 New
PCG
122
Private Capital Group
Connecticut
$3K +$3.29K +86 New
AIP
123
Ameritas Investment Partners
Nebraska
$1K +$919 +24 New
NPC
124
National Planning Corporation
California
-$1.84M -48,532 Closed
RIA
125
Regal Investment Advisors
Michigan
-$525K -13,838 Closed