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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWA
251
Acorn Wealth Advisors
Michigan
-$263K -6,926 Closed
BAM
252
BOS Asset Management
Illinois
-$256K -6,741 Closed
GM
253
GeoWealth Management
Illinois
-$239K -6,290 Closed
CAAS
254
Capital Asset Advisory Services
Michigan
-$234K -6,156 Closed
WFAG
255
Worth Financial Advisory Group
North Carolina
-$218K -5,740 Closed
WIM
256
WealthPlan Investment Management
Nebraska
-$225K -5,643 Closed
EA
257
Efficient Advisors
Ohio
-$202K -5,308 Closed
LFAS
258
Level Four Advisory Services
Texas
-$200K -5,263 Closed
AF
259
Affiance Financial
Minnesota
-$74.9K -1,971 Closed
MCC
260
Money Concepts Capital
Florida
-$49.5K -1,303 Closed
LFG
261
Larson Financial Group
Missouri
-$26.9K -708 Closed
NA
262
NewEdge Advisors
Louisiana
-$11.8K -311 Closed
MA
263
Montag & Associates
Georgia
-$7.6K -200 Closed
AWM
264
Accurate Wealth Management
Florida
-$5.53K -142 Closed
USCWA
265
U.S. Capital Wealth Advisors
Texas
-$4.03K -106 Closed
GIA
266
Goodwin Investment Advisory
Georgia
-$3K -79 Closed
MSCM
267
McElhenny Sheffield Capital Management
Texas
-$2.36K -62 Closed
EE
268
EWG Elevate
California
-$1.25K -33 Closed