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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TT
1
Tiedemann Trust
Delaware
$40.1M -$47.4K -1,357 -0.1%
BIT
2
BlackRock Institutional Trust
California
$17.9M +$1.74M +49,797 +11%
LPL Financial
3
LPL Financial
California
$7.48M -$10.4M -297,879 -58%
Bank of America
4
Bank of America
North Carolina
$7.27M +$1.69M +48,330 +31%
Morgan Stanley
5
Morgan Stanley
New York
$6.66M +$2.08M +59,490 +46%
VFS
6
VSR Financial Services
Kansas
$6.57M +$731K +20,933 +13%
Wells Fargo
7
Wells Fargo
California
$5.2M +$2.68M +76,644 +108%
TA
8
Tiedemann Advisors
New York
$4.62M +$743K +21,265 +19%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$3.27M +$77.7K +2,225 +2%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$3.12M +$351K +10,035 +13%
MAS
11
Madden Advisory Services
Florida
$2.6M -$245K -7,000 -9%
MFS
12
Madrona Financial Services
Washington
$2.51M -$130K -3,726 -5%
UBS Group
13
UBS Group
Switzerland
$2.16M -$196K -5,605 -8%
WDL
14
Well Done LLC
Michigan
$2.1M +$2.07M +59,340 New
RA
15
RFG Advisory
Alabama
$2.06M +$25.7K +735 +1%
Jane Street
16
Jane Street
New York
$1.78M +$1.52M +43,513 +624%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$1.78M +$68.9K +1,971 +4%
Manulife (Manufacturers Life Insurance)
18
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.52M +$1.51M +43,182 New
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$1.48M +$161K +4,598 +12%
Ameriprise
20
Ameriprise
Minnesota
$1.38M +$364K +10,410 +36%
CA
21
Cetera Advisors
Colorado
$1.33M +$103K +2,960 +9%
AAS
22
Annex Advisory Services
Wisconsin
$1.29M +$154K +4,395 +14%
PAMG
23
Patton Albertson Miller Group
Tennessee
$1.25M +$1.23M +35,301 New
WA
24
Waverly Advisors
Alabama
$1.15M +$593K +16,966 +109%
MHS
25
M Holdings Securities
Oregon
$1.09M -$35K -1,002 -3%