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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OAJ
101
Ogorek Anthony Joseph
New York
$43K – – –
KC
102
KHP Capital
Oklahoma
$41K +$21K +558 +102%
BA
103
Ballew Advisors
Mississippi
$38K +$15K +400 +66%
IF
104
Ironwood Financial
Arizona
$32K – – –
CAC
105
Certified Advisory Corp
Florida
$30K – – –
APA
106
American Portfolios Advisors
New York
$26.2K – – –
William Blair & Company
107
William Blair & Company
Illinois
$26K – – –
Citigroup
108
Citigroup
New York
$26K +$1.47K +39 +6%
PG
109
Patten Group
Tennessee
$24K – – –
ME
110
McIlrath & Eck
Washington
$19K – – –
WCM
111
Wealthcare Capital Management
Virginia
$19K – – –
SWM
112
SeaCrest Wealth Management
New York
$19K +$1.73K +46 +10%
WAP
113
Wealthcare Advisory Partners
Pennsylvania
$17K +$14.7K +391 +521%
GI
114
Gradient Investments
Minnesota
$15K – – –
MPWT
115
MassMutual Private Wealth & Trust
Connecticut
$11.3K – – –
OIA
116
Optimum Investment Advisors
Illinois
$11K – – –
RWP
117
RWA Wealth Partners
Massachusetts
$11K +$6.96K +185 +181%
SEI Investments
118
SEI Investments
Pennsylvania
$11K +$10.5K +280 New
BFEC
119
Benjamin F. Edwards & Company
Missouri
$10K – – –
AWM
120
AllSquare Wealth Management
New York
$5K – – –
AIP
121
Ameritas Investment Partners
Nebraska
$5K +$1.73K +46 +40%
CJA
122
C-J Advisory
California
$3K – – –
PCG
123
Private Capital Group
Connecticut
$3K – – –
SFM
124
Signet Financial Management
New Jersey
$2K – – –
WDL
125
Well Done LLC
Michigan
– -$968K -25,630 Closed