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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