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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GIA
226
Goodwin Investment Advisory
Georgia
$1.09K – – –
FCA
227
FinTrust Capital Advisors
South Carolina
$1K – – –
KFI
228
Key Financial Inc
Pennsylvania
$1K – – –
SAM
229
Strategic Asset Management
Minnesota
$1K +$121 +3 +12%
SFP
230
Sweet Financial Partners
Minnesota
– -$5.64M -131,235 Closed
FA
231
FDx Advisors
Illinois
– -$5.57M -129,512 Closed
WA
232
Win Advisors
Florida
– -$2.96M -68,996 Closed
GM
233
GeoWealth Management
Illinois
– -$1.75M -40,731 Closed
Susquehanna International Group
234
Susquehanna International Group
Pennsylvania
– -$1.73M -40,193 Closed
SWRP
235
Summit Wealth & Retirement Planning
California
– -$1.54M -35,828 Closed
OAM
236
Oppenheimer Asset Management
New York
– -$1.36M -31,591 Closed
RWA
237
Redhawk Wealth Advisors
Minnesota
– -$645K -15,010 Closed
GWAG
238
Garrett Wealth Advisory Group
Texas
– -$498K -11,600 Closed
CWM
239
Cahaba Wealth Management
Georgia
– -$431K -10,655 Closed
LAS
240
Lloyd Advisory Services
Georgia
– -$425K -9,901 Closed
AA
241
Advisory Alpha
Michigan
– -$420K -9,781 Closed
UCFA
242
United Capital Financial Advisors
Texas
– -$350K -8,134 Closed
CIA
243
Compass Ion Advisors
Pennsylvania
– -$318K -7,389 Closed
ATPW
244
Ashton Thomas Private Wealth
Arizona
– -$295K -6,855 Closed
CWA
245
Consilium Wealth Advisory
Texas
– -$286K -6,651 Closed
BNP Paribas Financial Markets
246
BNP Paribas Financial Markets
France
– -$261K -6,069 Closed
WAP
247
Wealthcare Advisory Partners
Pennsylvania
– -$253K -5,880 Closed
RSWM
248
Robertson Stephens Wealth Management
California
– -$247K -5,750 Closed
SOS
249
Silver Oak Securities
Tennessee
– -$231K -5,489 Closed
W
250
Wealthquest
Ohio
– -$248K -5,455 Closed