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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VAS
226
Vestmark Advisory Solutions
Massachusetts
– -$525K -13,469 Closed
RBFC
227
Roman Butler Fullerton & Co
Missouri
– -$439K -11,265 Closed
MF
228
Manchester Financial
California
– -$355K -9,100 Closed
HAS
229
HBW Advisory Services
California
– -$325K -8,348 Closed
FAIM
230
Financial Advocates Investment Management
Washington
– -$240K -6,156 Closed
ARC
231
Advisor Resource Council
Texas
– -$236K -6,071 Closed
Thrivent Financial for Lutherans
232
Thrivent Financial for Lutherans
Minnesota
– -$233K -5,968 Closed
HighTower Advisors
233
HighTower Advisors
Illinois
– -$233K -5,935 Closed
EA
234
Efficient Advisors
Ohio
– -$228K -5,842 Closed
Bank of New York Mellon
235
Bank of New York Mellon
New York
– -$212K -5,434 Closed
CBFP
236
Cedar Brook Financial Partners
Ohio
– -$207K -5,313 Closed
FSG
237
Financial Strategies Group
Michigan
– -$206K -5,287 Closed
LFAS
238
Level Four Advisory Services
Texas
– -$205K -5,263 Closed
COCM
239
Charter Oak Capital Management
New Hampshire
– -$201K -5,154 Closed
AIP
240
Ahrens Investment Partners
Louisiana
– -$118K -3,040 Closed
Qube Research & Technologies (QRT)
241
Qube Research & Technologies (QRT)
United Kingdom
– -$107K -2,741 Closed
EWA
242
EverSource Wealth Advisors
Alabama
– -$90K -2,322 Closed
GWMIA
243
Global Wealth Management Investment Advisory
Florida
– -$29K -744 Closed
IWP
244
IAG Wealth Partners
Wisconsin
– -$22K -559 Closed
CWP
245
Concord Wealth Partners
Virginia
– -$21K -533 Closed
Northwestern Mutual Wealth Management
246
Northwestern Mutual Wealth Management
Wisconsin
– -$17K -445 Closed
SCA
247
Stonebridge Capital Advisors
Minnesota
– -$12K -321 Closed
CPFP
248
Clear Perspectives Financial Planning
Ohio
– -$6K -144 Closed
GIA
249
Goodwin Investment Advisory
Georgia
– -$1.09K -28 Closed
GWANC
250
Guardian Wealth Advisors (North Carolina)
North Carolina
– +$353 +9 New