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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WFAG
301
Worth Financial Advisory Group
North Carolina
-$349K -7,310 Closed
PCS
302
Private Client Services
Kentucky
-$263K -5,508 Closed
Nomura Asset Management
303
Nomura Asset Management
Japan
-$263K -5,500 Closed
FEG
304
Financial Enhancement Group
Indiana
-$252K -5,246 Closed
AWM
305
Adams Wealth Management
Utah
-$237K -4,968 Closed
CI
306
CacheTech Inc
Utah
-$237K -4,968 Closed
AWA
307
Aquire Wealth Advisors
Utah
-$207K -4,330 Closed
TGAM
308
TBH Global Asset Management
Tennessee
-$261K -3,050 Closed
SA
309
Strategic Advocates
Utah
-$135K -2,823 Closed
VWWMG
310
Vermillion & White Wealth Management Group
Pennsylvania
-$68.1K -1,427 Closed
FHA
311
Flagship Harbor Advisors
Massachusetts
-$28K -587 Closed
SAG
312
SageView Advisory Group
California
-$21K -439 Closed
CIA
313
Cape Investment Advisory
Georgia
-$19.3K -404 Closed
NL
314
Navalign LLC
California
-$13K -272 Closed
DF
315
DecisionPoint Financial
Arizona
-$12.6K -265 Closed
LAS
316
Lloyd Advisory Services
Georgia
-$11.3K -238 Closed
MAFA
317
MJT & Associates Financial Advisory
Minnesota
-$3.1K -65 Closed
BNP Paribas Financial Markets
318
BNP Paribas Financial Markets
France
-$1.19K -25 Closed
KFAS
319
Keating Financial Advisory Services
Kansas
-$620 -13 Closed