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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FM
251
Forward Management
California
– -$673K -18,380 Closed
SA
252
Shilanski & Associates
Alaska
– -$546K -14,913 Closed
WSTAM
253
Wilbanks Smith & Thomas Asset Management
Virginia
– -$531K -14,500 Closed
Northern Trust
254
Northern Trust
Illinois
– -$518K -14,159 Closed
Citadel Advisors
255
Citadel Advisors
Florida
– -$409K -11,165 Closed
TWP
256
Tempus Wealth Planning
California
– -$375K -10,238 Closed
HGERS
257
Householder Group Estate & Retirement Specialist
Arizona
– -$359K -9,811 Closed
SOS
258
Silver Oak Securities
Tennessee
– -$302K -7,762 Closed
MFS
259
Madrona Financial Services
Washington
– -$256K -7,001 Closed
WWM
260
Western Wealth Management
Colorado
– -$247K -6,748 Closed
TC
261
Trilogy Capital
California
– -$223K -6,103 Closed
AIM
262
Acropolis Investment Management
Missouri
– -$128K -3,503 Closed
PFA
263
Professional Financial Advisors
Nebraska
– -$127K -3,463 Closed
AIP
264
Almanack Investment Partners
Pennsylvania
– -$51K -1,400 Closed
EWM
265
Evermay Wealth Management
Virginia
– -$46K -1,252 Closed
CL
266
COWA LLC
Oklahoma
– -$22K -590 Closed
SJIA
267
St. James Investment Advisors
New York
– -$15K -402 Closed
FCAS
268
First Command Advisory Services
Texas
– -$8.57K -226 -35%
HR
269
Howe & Rusling
New York
– -$8K -223 Closed
AWM
270
AllSquare Wealth Management
New York
– -$4K -122 Closed
Fifth Third Bancorp
271
Fifth Third Bancorp
Ohio
– -$4K -100 Closed