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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Koshinski Asset Management
226
Koshinski Asset Management
Illinois
– -$745K -17,250 Closed
5L
227
55I LLC
Massachusetts
– -$732K -16,945 Closed
Janney Montgomery Scott
228
Janney Montgomery Scott
Pennsylvania
– -$550K -12,736 Closed
CWP
229
Corepath Wealth Partners
Arizona
– -$536K -12,400 Closed
CCFM
230
Clear Creek Financial Management
Washington
– -$406K -9,400 Closed
ATPW
231
Ashton Thomas Private Wealth
Arizona
– -$360K -8,323 Closed
FHA
232
Flagship Harbor Advisors
Massachusetts
– -$311K -7,199 Closed
PAM
233
Peak Asset Management
Colorado
– -$280K -6,489 Closed
BFS
234
Bard Financial Services
Connecticut
– -$268K -6,200 Closed
F
235
F3Logic
Minnesota
– -$266K -6,173 Closed
SAM
236
Synergy Asset Management
Washington
– -$251K -5,814 Closed
ASN
237
Advisory Services Network
Georgia
– -$229K -5,304 Closed
PA
238
PFG Advisors
Arizona
– -$222K -5,135 Closed
TPWA
239
TRUE Private Wealth Advisors
Oregon
– -$157K -3,635 Closed
PWM
240
Perigon Wealth Management
California
– -$74K -1,721 Closed
OIA
241
Optimum Investment Advisors
Illinois
– -$74K -1,716 Closed
WAS
242
Wealth Advisory Solutions
Indiana
– -$52.9K -1,215 -10%
FWM
243
FSA Wealth Management
Massachusetts
– -$49K -1,143 Closed
JP Morgan Chase
244
JP Morgan Chase
New York
– -$43K -1,000 Closed
ICP
245
Interchange Capital Partners
Pennsylvania
– -$29K -677 Closed
PWPS
246
Pinnacle Wealth Planning Services
Ohio
– -$23K -526 Closed
CAAS
247
Capital Asset Advisory Services
Michigan
– -$22K -515 Closed
BWM
248
Birchcreek Wealth Management
Ohio
– -$21K -500 Closed
TRCT
249
Tower Research Capital (TRC)
New York
– -$4K -101 Closed
FCH
250
Freestone Capital Holdings
Washington
– -$3.89K -90 Closed