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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
176
AllSquare Wealth Management
New York
$5K
NFG
177
Next Financial Group
Texas
$5K +$4.59K +112 New
WAS
178
Winch Advisory Services
Wisconsin
$5K +$4.96K +121 New
MIM
179
Macroview Investment Management
Maryland
$4K
PCG
180
Private Capital Group
Connecticut
$4K
FCH
181
Freestone Capital Holdings
Washington
$3.69K +$3.69K +90 New
RCM
182
Rain Capital Management
Oregon
$3K -$164 -4 -5%
SL
183
Savior LLC
Massachusetts
$3K
CFB
184
Cullen/Frost Bankers
Texas
$3K +$2.87K +70 New
GFPC
185
Global Financial Private Client
Florida
$2.1K
MF
186
Manchester Financial
California
$1K +$615 +15 New
F
187
F3Logic
Minnesota
$253 +$205 +5 +0.1%
Jane Street
188
Jane Street
New York
-$1.27M -31,801 Closed
VFP
189
Verus Financial Partners
Virginia
-$1.07M -26,881 Closed
TSS
190
Two Sigma Securities
New York
-$418K -10,491 Closed
CCFM
191
Clear Creek Financial Management
Washington
-$387K -9,721 Closed
CBFP
192
Cedar Brook Financial Partners
Ohio
-$242K -6,071 Closed
Janney Montgomery Scott
193
Janney Montgomery Scott
Pennsylvania
-$237K -5,937 Closed
PAM
194
Peak Asset Management
Colorado
-$222K -5,575 Closed
FHC
195
First Heartland Consultants
Missouri
-$221K -5,554 Closed
FIA
196
Foundations Investment Advisors
Arizona
-$205K -5,140 Closed
S
197
SignatureFD
Georgia
-$125K -3,130 Closed
CAAS
198
Capital Asset Advisory Services
Michigan
-$80K -1,944 Closed
WIM
199
Westside Investment Management
California
-$39 -1,000 Closed
FWM
200
FSA Wealth Management
Massachusetts
-$39K -990 Closed