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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
101
Stratos Wealth Partners
Ohio
$42K +$42.3K +1,120 New
OAJ
102
Ogorek Anthony Joseph
New York
$39K -$3.77K -100 -9%
IF
103
Ironwood Financial
Arizona
$37K +$3.92K +104 +12%
BA
104
Ballew Advisors
Mississippi
$36K – – –
CAC
105
Certified Advisory Corp
Florida
$31K – – –
JWA
106
JFS Wealth Advisors
Pennsylvania
$28K -$95K -2,517 -77%
William Blair & Company
107
William Blair & Company
Illinois
$27K – – –
Citigroup
108
Citigroup
New York
$27K +$528 +14 +2%
APA
109
American Portfolios Advisors
New York
$26.4K – – –
Fifth Third Bancorp
110
Fifth Third Bancorp
Ohio
$24K -$34K -900 -59%
PG
111
Patten Group
Tennessee
$24K – – –
KC
112
KHP Capital
Oklahoma
$21K -$20.6K -546 -49%
SWM
113
SeaCrest Wealth Management
New York
$19K – – –
WCM
114
Wealthcare Capital Management
Virginia
$19K – – –
WAP
115
Wealthcare Advisory Partners
Pennsylvania
$18K – – –
MWPCG
116
Measured Wealth Private Client Group
New Hampshire
$11K +$11.3K +300 New
Fidelity Investments
117
Fidelity Investments
Massachusetts
$9K +$8.64K +229 New
AIP
118
Ameritas Investment Partners
Nebraska
$6K +$38 +1 +0.6%
AWM
119
AllSquare Wealth Management
New York
$5K – – –
BFEC
120
Benjamin F. Edwards & Company
Missouri
$4K -$6.22K -165 -59%
CJA
121
C-J Advisory
California
$3K – – –
PCG
122
Private Capital Group
Connecticut
$3K – – –
HB
123
Homrich & Berg
Georgia
– -$1.68M -44,770 Closed
VF
124
Virtu Financial
New York
– -$1.18M -31,347 Closed
Envestnet Asset Management
125
Envestnet Asset Management
Illinois
– -$387K -10,308 Closed