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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EK
101
Evensky & Katz
Florida
$41K -$181K -4,756 -81%
PFGIA
102
Patriot Financial Group Insurance Agency
Massachusetts
$40K +$34.3K +900 +556%
WIM
103
Westside Investment Management
California
$37.5K
IF
104
Ironwood Financial
Arizona
$33K
TFO
105
Tarbox Family Office
California
$33K
CAC
106
Certified Advisory Corp
Florida
$30K
JWA
107
JFS Wealth Advisors
Pennsylvania
$28K -$28K -736 -50%
IIC
108
Integrated Investment Consultants
Michigan
$28K +$28.6K +750 New
APA
109
American Portfolios Advisors
New York
$26.4K +$991 +26 +4%
William Blair & Company
110
William Blair & Company
Illinois
$26K +$26.7K +700 New
Citigroup
111
Citigroup
New York
$25K +$25K +657 New
PG
112
Patten Group
Tennessee
$24K
BA
113
Ballew Advisors
Mississippi
$23K +$23.1K +606 New
KC
114
KHP Capital
Oklahoma
$21K +$20.8K +546 New
ME
115
McIlrath & Eck
Washington
$19K
WCM
116
Wealthcare Capital Management
Virginia
$19K
SWM
117
SeaCrest Wealth Management
New York
$17K -$571 -15 -3%
GI
118
Gradient Investments
Minnesota
$15K +$14.9K +390 New
IWM
119
IHT Wealth Management
Illinois
$13K
MPWT
120
MassMutual Private Wealth & Trust
Connecticut
$11.3K +$11.4K +300 New
BFEC
121
Benjamin F. Edwards & Company
Missouri
$11K +$533 +14 +5%
OIA
122
Optimum Investment Advisors
Illinois
$11K +$11.4K +300 New
AWM
123
AllSquare Wealth Management
New York
$5K
AIP
124
Ameritas Investment Partners
Nebraska
$4K +$3.43K +90 +375%
RWP
125
RWA Wealth Partners
Massachusetts
$4K +$3.89K +102 New