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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RA
126
RFG Advisory
Alabama
$339K +$76.8K +1,921 +28%
CFGSD
127
Compass Financial Group (South Dakota)
South Dakota
$337K -$25.1K -629 -7%
S
128
Syntrinsic
Colorado
$335K +$357K +8,939 New
MCWS
129
McKinley Carter Wealth Services
West Virginia
$331K +$34K +850 +11%
CFGS
130
Concourse Financial Group Securities
Alabama
$331K +$184K +4,614 +119%
TGAM
131
TBH Global Asset Management
Tennessee
$316K
CG
132
CFO4Life Group
Texas
$309K
SOS
133
Silver Oak Securities
Tennessee
$302K -$147K -3,686 -32%
BHWM
134
Bay Harbor Wealth Management
Maryland
$298K -$400 -10 -0.1%
FA
135
Financial Advisors
Massachusetts
$293K +$301K +7,533 New
AAP
136
Arax Advisory Partners
Colorado
$290K -$38.9K -972 -12%
AA
137
Advisory Alpha
Michigan
$290K +$43.5K +1,088 +17%
AT
138
American Trust
Kentucky
$289K +$297K +7,434 New
AWM
139
Axxcess Wealth Management
California
$284K
Janney Montgomery Scott
140
Janney Montgomery Scott
Pennsylvania
$284K +$292K +7,300 New
OWA
141
Octavia Wealth Advisors
Ohio
$277K +$285K +7,127 New
SWA
142
SOA Wealth Advisors
New York
$274K +$1.76K +44 +0.6%
IP
143
Investment Partners
Ohio
$268K +$275K +6,892 New
KA
144
Kovack Advisors
Florida
$266K +$32.1K +802 +13%
ODG
145
O'Dell Group
Ohio
$256K -$3.68K -92 -1%
NRI
146
NFP Retirement Inc
California
$252K +$259K +6,470 New
JWA
147
JFS Wealth Advisors
Pennsylvania
$251K -$4.92K -123 -2%
ACA
148
Anchor Capital Advisors
Massachusetts
$246K -$21.1K -527 -8%
HWM
149
Howard Wealth Management
Connecticut
$243K +$8.75K +219 +4%
Comerica Bank
150
Comerica Bank
Texas
$243K +$249K +6,232 New