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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JWCA
176
J.W. Cole Advisors
Florida
– -$1M -24,907 Closed
V
177
Veritable
Delaware
– -$987K -24,603 Closed
BSAM
178
Blue Sky Asset Management
Colorado
– -$954K -23,783 Closed
WWM
179
Western Wealth Management
Colorado
– -$861K -21,457 Closed
LFA
180
Legacy Financial Advisors
Kentucky
– -$738K -18,382 Closed
EWA
181
ERTS Wealth Advisors
Michigan
– -$521K -12,973 Closed
ODG
182
O'Dell Group
Ohio
– -$269K -6,697 Closed
AFP
183
Ausdal Financial Partners
Iowa
– -$240K -5,944 Closed
PWAG
184
Polaris Wealth Advisory Group
California
– -$225K -5,526 Closed
VFA
185
Voya Financial Advisors
Connecticut
– -$206K -5,157 Closed
EBT
186
Enterprise Bank & Trust
Massachusetts
– -$203K -5,058 Closed
AIA
187
Arbor Investment Advisors
North Carolina
– -$202K -5,029 Closed
CFG
188
CMC Financial Group
Georgia
– -$201K -4,998 Closed
TPWA
189
TRUE Private Wealth Advisors
Oregon
– -$171K -4,367 -100%
ACM
190
Anfield Capital Management
California
– -$158K -3,885 Closed
Northwestern Mutual Wealth Management
191
Northwestern Mutual Wealth Management
Wisconsin
– -$59K -1,459 Closed
RIA
192
Realta Investment Advisors
Delaware
– -$54K -1,335 Closed
APC
193
Aspire Private Capital
North Carolina
– -$49K -1,228 Closed
PWP
194
Personal Wealth Partners
Minnesota
– -$47K -1,177 Closed
AWA
195
Arkadios Wealth Advisors
Georgia
– -$26.6K -650 Closed
CTC
196
Central Trust Company
Missouri
– -$15K -379 Closed
TA
197
TFG Advisers
Michigan
– -$11K -292 Closed
GI
198
Gradient Investments
Minnesota
– -$6K -140 Closed
Qube Research & Technologies (QRT)
199
Qube Research & Technologies (QRT)
United Kingdom
– -$5K -118 Closed