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iShares Core Moderate Allocation ETF
AOM

Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$153M +$2.01M +40,947 +1%
LPL Financial
2
LPL Financial
California
$60.3M -$2.44M -49,622 -4%
FIA
3
Foundations Investment Advisors
Arizona
$28.8M +$821K +16,714 +3%
Morgan Stanley
4
Morgan Stanley
New York
$27M -$8.56M -174,200 -24%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$17M +$172K +3,509 +1%
WFS
6
Weitzel Financial Services
Iowa
$15.6M +$131K +2,671 +0.9%
Wells Fargo
7
Wells Fargo
California
$15.2M +$580K +11,815 +4%
AA
8
AJ Advisors
Tennessee
$14.1M +$404K +8,229 +3%
Bank of America
9
Bank of America
North Carolina
$13.6M -$700K -14,243 -5%
Ameriprise
10
Ameriprise
Minnesota
$12.9M -$175K -3,567 -1%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$11.7M +$885K +18,004 +8%
WS
12
Wedbush Securities
California
$9.66M +$9.05M +184,210 +1,941%
WCG
13
Weaver Consulting Group
California
$8.89M +$85.7K +1,745 +1%
IAG
14
Investment Advisory Group
Massachusetts
$8.06M +$597K +12,155 +8%
Osaic Holdings
15
Osaic Holdings
Arizona
$7.72M +$185K +3,769 +2%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$7.33M -$436K -8,884 -6%
LPAM
17
Lodestar Private Asset Management
California
$7.25M -$216K -4,394 -3%
AAS
18
Ameritas Advisory Services
Nebraska
$6.84M +$3.01M +61,177 +81%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$5.96M -$272K -5,538 -4%
WWM
20
Western Wealth Management
Colorado
$5.88M +$1.1M +22,491 +24%
RFM
21
Royal Fund Management
Florida
$5.67M +$155K +3,164 +3%
Raymond James Financial
22
Raymond James Financial
Florida
$5.51M +$410K +8,348 +8%
FFN
23
Focus Financial Network
Minnesota
$5.47M -$309K -6,296 -5%
Truist Financial
24
Truist Financial
North Carolina
$4.5M +$43K +876 +1%
WA
25
Waverly Advisors
Alabama
$4.21M -$22.3K -453 -0.5%
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