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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KWM
226
Keebeck Wealth Management
Illinois
-$621K -15,572 Closed
RPSA
227
Richard P. Slaughter Associates
Texas
-$541K -13,578 Closed
CCM
228
Coldstream Capital Management
Washington
-$502K -12,586 Closed
DC
229
Davenport & Co
Virginia
-$487K -12,215 Closed
AWE
230
Avidian Wealth Enterprises
Texas
-$458K -11,503 Closed
PA
231
PFG Advisors
Arizona
-$348K -8,733 Closed
AT
232
American Trust
Kentucky
-$290K -7,244 Closed
OAM
233
Occidental Asset Management
California
-$283K -7,092 Closed
NP
234
NorthRock Partners
Minnesota
-$276K -6,936 Closed
Thrivent Financial for Lutherans
235
Thrivent Financial for Lutherans
Minnesota
-$227K -5,743 Closed
MIC
236
Means Investment Company
Maine
-$217K -5,456 Closed
BOPW
237
Brandywine Oak Private Wealth
Pennsylvania
-$214K -5,371 Closed
FPAS
238
Focus Partners Advisor Solutions
Missouri
-$205K -5,138 Closed
BAM
239
Belpointe Asset Management
Nevada
-$139K -3,493 Closed
ASN
240
Advisory Services Network
Georgia
-$133K -3,329 Closed
TWA
241
TCI Wealth Advisors
Arizona
-$125K -3,126 Closed
BA
242
Bellwether Advisors
Nebraska
-$22.6K -566 Closed
TWM
243
Tradition Wealth Management
Minnesota
-$20K -490 Closed