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iShares Core Moderate Allocation ETF
AOM

Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$4.85M +$291K +8,243 +6%
BIT
2
BlackRock Institutional Trust
California
$4.25M +$2.24M +63,449 +109%
Bank of America
3
Bank of America
North Carolina
$2.82M -$110K -3,122 -4%
U
4
UBS
Switzerland
$2.38M -$86.3K -2,440 -3%
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$1.7M -$88.7K -2,509 -5%
Wells Fargo
6
Wells Fargo
California
$1.22M +$91.7K +2,595 +8%
NC
7
NewSquare Capital
Pennsylvania
$897K -$30.4K -859 -3%
VFS
8
VSR Financial Services
Kansas
$891K +$247K +6,984 +38%
Ameriprise
9
Ameriprise
Minnesota
$883K +$792K +22,413 +751%
EA
10
Efficient Advisors
Ohio
$878K +$1.24K +35 +0.1%
Morgan Stanley
11
Morgan Stanley
New York
$863K +$105K +2,962 +14%
AAS
12
Annex Advisory Services
Wisconsin
$827K +$67.7K +1,914 +9%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$767K -$53K -1,500 -6%
TAG
14
Tactical Allocation Group
Michigan
$761K -$192K -5,439 -20%
MAS
15
Madden Advisory Services
Florida
$757K – – –
ACM
16
Acertus Capital Management
New Jersey
$734K -$976K -27,607 -57%
MG
17
MDE Group
New Jersey
$734K -$976K -27,607 -57%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$691K +$700K +19,799 New
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$676K +$64.9K +1,835 +10%
NPC
20
National Planning Corporation
California
$630K -$4.45K -126 -0.7%
WA
21
Waverly Advisors
Alabama
$535K -$8.7K -246 -2%
GF
22
Gerstein Fisher
New York
$417K +$98.9K +2,797 +31%
AIG
23
American International Group
New York
$316K +$156K +4,403 +95%
PAG
24
Private Advisor Group
New Jersey
$268K +$271K +7,671 New
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$265K +$212 +6 +0.1%
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