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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BTS
151
BB&T Securities
Virginia
– -$8.51M -238,372 Closed
OAM
152
Oppenheimer Asset Management
New York
– -$3.44M -96,321 Closed
SWP
153
Stratos Wealth Partners
Ohio
– -$1.83M -51,170 Closed
Stifel Financial
154
Stifel Financial
Missouri
– -$1.4M -39,222 Closed
RIA
155
Regal Investment Advisors
Michigan
– -$1.18M -33,041 Closed
PV
156
Private Vista
Illinois
– -$532K -14,908 Closed
WIA
157
World Investment Advisors
California
– -$513K -14,370 Closed
TSS
158
Two Sigma Securities
New York
– -$361K -10,104 Closed
Creative Planning
159
Creative Planning
Kansas
– -$328K -9,193 Closed
AFP
160
Ausdal Financial Partners
Iowa
– -$312K -8,731 Closed
Northwestern Mutual Wealth Management
161
Northwestern Mutual Wealth Management
Wisconsin
– -$44K -1,239 Closed
WA
162
WestEnd Advisors
North Carolina
– -$40K -1,122 Closed
OAJ
163
Ogorek Anthony Joseph
New York
– -$37K -1,050 Closed
SGS
164
Sterling Global Strategies
California
– -$33.5K -939 Closed
MWA
165
Meridian Wealth Advisors
Texas
– -$27K -770 Closed
PG
166
Patten Group
Tennessee
– -$21K -590 Closed
BOPW
167
Brandywine Oak Private Wealth
Pennsylvania
– -$11K -325 Closed
DWM
168
Doyle Wealth Management
Florida
– -$7K -183 Closed
NFG
169
Next Financial Group
Texas
– -$6K -167 Closed