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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RIA
126
Realta Investment Advisors
Delaware
$50K +$48.7K +1,314 New
JP Morgan Chase
127
JP Morgan Chase
New York
$42K -$207K -5,593 -83%
William Blair & Company
128
William Blair & Company
Illinois
$40K -$21K -565 -35%
PA
129
Parallel Advisors
California
$40K – – –
IF
130
Ironwood Financial
Arizona
$37K – – –
CAC
131
Certified Advisory Corp
Florida
$31K – – –
JWA
132
JFS Wealth Advisors
Pennsylvania
$27K +$1.11K +30 +4%
CFGS
133
Concourse Financial Group Securities
Alabama
$27K +$7.42K +200 +38%
Fifth Third Bancorp
134
Fifth Third Bancorp
Ohio
$20K – – –
SWM
135
SeaCrest Wealth Management
New York
$19K – – –
WAP
136
Wealthcare Advisory Partners
Pennsylvania
$18K – – –
GSWM
137
Golden State Wealth Management
California
$17K +$16.9K +456 New
Deutsche Bank
138
Deutsche Bank
Germany
$11K +$11.1K +299 New
LPWM
139
Lake Point Wealth Management
Texas
$8K -$15.7K -423 -68%
CFD
140
Creative Financial Designs
Indiana
$7K -$77K -2,075 -92%
WCM
141
WealthBridge Capital Management
Ohio
$7K – – –
AIP
142
Ameritas Investment Partners
Nebraska
$6K +$297 +8 +5%
AWM
143
AllSquare Wealth Management
New York
$5K – – –
BFEC
144
Benjamin F. Edwards & Company
Missouri
$4K – – –
ASN
145
Advisory Services Network
Georgia
$3K – – –
CFA
146
Carroll Financial Associates
North Carolina
$3K – – –
CJA
147
C-J Advisory
California
$3K – – –
PCG
148
Private Capital Group
Connecticut
$3K – – –
FPS
149
Fieldpoint Private Securities
Connecticut
$2K – – –
AIC
150
Ameritas Investment Company
Nebraska
$1K +$1.11K +30 New