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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WC
251
Waterloo Capital
Texas
-$304K -7,328 Closed
CCM
252
Crabel Capital Management
California
-$292K -7,028 Closed
HWM
253
Howard Wealth Management
Connecticut
-$266K -6,399 Closed
ODG
254
O'Dell Group
Ohio
-$251K -6,039 Closed
EMAM
255
Encompass More Asset Management
California
-$229K -5,528 Closed
FA
256
Financial Advisors
Massachusetts
-$209K -5,045 Closed
NRI
257
NFP Retirement Inc
California
-$209K -5,029 Closed
ASN
258
Advisory Services Network
Georgia
-$157K -3,770 Closed
TFGT
259
TS Financial Group (TSFG)
Illinois
-$58K -1,400 Closed
TVAMP
260
Tennessee Valley Asset Management Partners
Tennessee
-$36.6K -882 Closed
AWM
261
Able Wealth Management
New Jersey
-$33K -796 Closed
LPP
262
Life Planning Partners
Florida
-$29.9K -720 Closed
HWP
263
Highline Wealth Partners
California
-$20.8K -502 Closed
GWMIA
264
Global Wealth Management Investment Advisory
Florida
-$17.9K -432 Closed
T
265
Tidemark
California
-$9.56K -230 Closed
HFS
266
Hantz Financial Services
Michigan
-$7K -167 Closed
HGERS
267
Householder Group Estate & Retirement Specialist
Arizona
-$6K -163 Closed
IGWM
268
ICA Group Wealth Management
Colorado
-$3.53K -85 Closed
RIM
269
Rockbridge Investment Management
New York
-$582 -14 Closed
GWANC
270
Guardian Wealth Advisors (North Carolina)
North Carolina
-$166 -4 Closed
MSWM
271
McGlone Suttner Wealth Management
Wisconsin
-$83 -2 Closed