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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$22.8M +$21.5M +614,421 +1,760%
MAA
2
Managed Account Advisors
New Jersey
$14.4M +$14.3M +408,301 New
Bank of America
3
Bank of America
North Carolina
$10.3M +$7.4M +211,132 +262%
BIT
4
BlackRock Institutional Trust
California
$6M +$1.71M +48,898 +40%
LPL Financial
5
LPL Financial
California
$5.89M +$974K +27,773 +20%
UBS Group
6
UBS Group
Switzerland
$2.71M +$2.7M +77,097 New
VKH
7
Virtu KCG Holdings
New York
$2.54M +$2.53M +72,197 New
SWP
8
Stratos Wealth Partners
Ohio
$2.43M +$2.42M +69,105 New
VFS
9
VSR Financial Services
Kansas
$2.15M +$1.25M +35,556 +139%
LTFS
10
Ladenburg Thalmann Financial Services
Florida
$1.79M +$76.6K +2,184 +4%
JWM
11
Jackson Wealth Management
Florida
$1.43M +$1.42M +40,636 New
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$1.34M +$659K +18,787 +97%
Ameriprise
13
Ameriprise
Minnesota
$1.28M +$390K +11,117 +44%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$1.04M +$263K +7,498 +34%
Morgan Stanley
15
Morgan Stanley
New York
$980K +$110K +3,129 +13%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$889K +$621K +17,697 +233%
EA
17
Efficient Advisors
Ohio
$870K -$14.3K -409 -2%
AAS
18
Annex Advisory Services
Wisconsin
$854K +$21.4K +611 +3%
MFS
19
Madrona Financial Services
Washington
$784K +$782K +22,298 New
NC
20
NewSquare Capital
Pennsylvania
$769K -$134K -3,832 -15%
MAS
21
Madden Advisory Services
Florida
$762K
TAG
22
Tactical Allocation Group
Michigan
$759K -$7.4K -211 -1%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$645K +$643K +18,349 New
NPC
24
National Planning Corporation
California
$601K -$32.9K -939 -5%
WA
25
Waverly Advisors
Alabama
$585K +$45.8K +1,306 +9%