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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PCG
151
Private Capital Group
Connecticut
$3K
WAP
152
Wealthcare Advisory Partners
Pennsylvania
$3K
RCM
153
Rain Capital Management
Oregon
$3K +$3.04K +78 New
BFEC
154
Benjamin F. Edwards & Company
Missouri
$1K -$3.9K -100 -88%
FIA
155
Foundations Investment Advisors
Arizona
-$1.63M -41,625 Closed
Bank of New York Mellon
156
Bank of New York Mellon
New York
-$1.09M -28,000 Closed
FI
157
FormulaFolio Investments
Michigan
-$580K -14,854 Closed
CCM
158
Coldstream Capital Management
Washington
-$427K -10,944 Closed
Janney Montgomery Scott
159
Janney Montgomery Scott
Pennsylvania
-$246K -6,314 Closed
BSWM
160
Boston Standard Wealth Management
Massachusetts
-$234K -6,028 Closed
Wolverine Trading
161
Wolverine Trading
Illinois
-$211K -5,395 Closed
BBA
162
Braun-Bostich & Associates
Pennsylvania
-$150K -3,843 Closed
AIP
163
Almanack Investment Partners
Pennsylvania
-$102K -2,610 Closed
MWM
164
Mascoma Wealth Management
New Hampshire
-$12K -311 Closed
DWM
165
Doyle Wealth Management
Florida
-$7K -185 Closed
CTC
166
Central Trust Company
Missouri
-$6K -150 Closed
FPS
167
Fieldpoint Private Securities
Connecticut
-$2K -55 Closed
RWA
168
Redhawk Wealth Advisors
Minnesota
-$1K -38 Closed