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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EK
101
Evensky & Katz
Florida
$239K -$2M -54,747 -89%
JP Morgan Chase
102
JP Morgan Chase
New York
$239K +$9.55K +262 +4%
ODG
103
O'Dell Group
Ohio
$235K +$766 +21 +0.3%
BSWM
104
Boston Standard Wealth Management
Massachusetts
$230K -$106K -2,900 -31%
VFA
105
Voya Financial Advisors
Connecticut
$220K -$7.11K -195 -3%
Janney Montgomery Scott
106
Janney Montgomery Scott
Pennsylvania
$215K -$23.9K -656 -10%
BC
107
Brio Consultants
California
$210K +$215K +5,882 New
LNC
108
Lincoln National Corp
Pennsylvania
$205K +$209K +5,734 New
CF
109
Centaurus Financial
California
$177K -$438K -12,000 -71%
CI
110
CX Institutional
Indiana
$175K -$26.9K -738 -13%
LFG
111
LifePlan Financial Group
Ohio
$153K -$3.43K -94 -2%
PCFFS
112
Pacific Center for Financial Services
California
$148K -$61.2K -1,679 -29%
AAP
113
Arax Advisory Partners
Colorado
$144K +$19K +521 +15%
S
114
SignatureFD
Georgia
$112K -$14.7K -403 -11%
CIAS
115
Capital Investment Advisory Services
North Carolina
$93K +$95.3K +2,614 New
RCA
116
Rowland Carmichael Advisors
Arizona
$83K
FHA
117
Flagship Harbor Advisors
Massachusetts
$82K +$9.23K +253 +12%
CFD
118
Creative Financial Designs
Indiana
$81K -$128K -3,505 -61%
AF
119
Advisornet Financial
Minnesota
$75K -$13.7K -375 -15%
Carson Wealth (CWM LLC)
120
Carson Wealth (CWM LLC)
Nebraska
$72K +$26.7K +733 +57%
OIA
121
Optimum Investment Advisors
Illinois
$68K
APA
122
American Portfolios Advisors
New York
$63.5K +$39.4K +1,081 +155%
WP
123
WealthShield Partners
North Carolina
$58K
WAM
124
Watermark Asset Management
California
$58K +$4.23K +116 +8%
William Blair & Company
125
William Blair & Company
Illinois
$58K +$33.6K +921 +132%