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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AA
226
Ancora Advisors
Ohio
$4.11K – – –
NB
227
NBT Bank
New York
$3.21K – – –
VF
228
VitalStone Financial
Texas
$3K – – –
KFI
229
Key Financial Inc
Pennsylvania
$1.11K – – –
TRCT
230
Tower Research Capital (TRC)
New York
$1.11K +$1.09K +26 New
BNP Paribas Financial Markets
231
BNP Paribas Financial Markets
France
$813 +$794 +19 New
Fidelity Investments
232
Fidelity Investments
Massachusetts
$43 – – –
IRC
233
Investors Research Corp
Georgia
$43 – – –
EWA
234
EverSource Wealth Advisors
Alabama
$27 +$42 +1 New
KCPG
235
Kavar Capital Partners Group
Kansas
– -$11.4M -274,530 Closed
BCI
236
Brinker Capital Investments
Pennsylvania
– -$4.62M -112,171 Closed
OPS
237
Orion Portfolio Solutions
Nebraska
– -$4.62M -112,171 Closed
PA
238
Paragon Advisors
Texas
– -$3.91M -94,149 Closed
TCMP
239
Thrive Capital Management (Pennsylvania)
Pennsylvania
– -$3.88M -93,414 Closed
Janney Montgomery Scott
240
Janney Montgomery Scott
Pennsylvania
– -$3.55M -85,607 Closed
WA
241
Win Advisors
Florida
– -$1.46M -35,153 Closed
OAM
242
Oppenheimer Asset Management
New York
– -$1.36M -32,815 Closed
FIA
243
Foundations Investment Advisors
Arizona
– -$820K -19,612 Closed
WIA
244
World Investment Advisors
California
– -$507K -12,220 Closed
WA
245
WestEnd Advisors
North Carolina
– -$491K -11,831 Closed
RAG
246
RIA Advisory Group
Iowa
– -$585K -11,002 Closed
LIG
247
Lokken Investment Group
Delaware
– -$402K -9,687 Closed
Corient Private Wealth
248
Corient Private Wealth
Florida
– -$343K -8,271 Closed
KIG
249
Kowal Investment Group
Wisconsin
– -$321K -7,736 Closed
ZIM
250
Zacks Investment Management
Illinois
– -$321K -7,736 Closed