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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HNW
301
High Note Wealth
Minnesota
$32 – – –
KCPG
302
Kavar Capital Partners Group
Kansas
– -$12.3M -259,957 Closed
KFP
303
KMG Fiduciary Partners
Ohio
– -$1.08M -22,695 Closed
RL
304
Retireful LLC
Michigan
– -$651K -13,737 Closed
FPCP
305
Fort Point Capital Partners
California
– -$398K -8,412 Closed
IWM
306
IHT Wealth Management
Illinois
– -$376K -7,944 Closed
CBU
307
CIBC Bancorp USA
Illinois
– -$333K -7,029 Closed
IAA
308
Independent Advisor Alliance
North Carolina
– -$284K -6,003 Closed
BCI
309
Brinker Capital Investments
Pennsylvania
– -$284K -5,994 Closed
KA
310
Kovack Advisors
Florida
– -$251K -5,296 Closed
Susquehanna International Group
311
Susquehanna International Group
Pennsylvania
– -$245K -5,163 Closed
SWA
312
Sightline Wealth Advisors
Connecticut
– -$242K -5,113 Closed
KL
313
KilterHowling LLC
Colorado
– -$237K -5,000 Closed
P
314
&Partners
Tennessee
– -$236K -4,990 Closed
RWP
315
RWA Wealth Partners
Massachusetts
– -$225K -4,742 Closed
WWM
316
Walser Wealth Management
Florida
– -$221K -4,674 Closed
RFP
317
Root Financial Partners
California
– -$139K -2,925 Closed
SIS
318
Sound Income Strategies
Florida
– -$30.9K -649 Closed
AP
319
Advisortrust Partners
North Carolina
– -$26.1K -550 Closed
US Bancorp
320
US Bancorp
Minnesota
– -$11.3K -239 Closed
KCM
321
Key Capital Management
Tennessee
– -$4.03K -85 Closed
NB
322
NBT Bank
New York
– -$3.55K -75 Closed
CFD
323
Creative Financial Designs
Indiana
– -$2.45K -52 Closed
SA
324
Scarborough Advisors
Maryland
– -$2.09K -44 Closed
TRCT
325
Tower Research Capital (TRC)
New York
– -$47 -1 Closed