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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$100M +$92.5M +2,614,852 +1,172%
TA
2
Tiedemann Advisors
New York
$53M +$4.44M +125,607 +9%
Wells Fargo
3
Wells Fargo
California
$48.6M +$42M +1,187,788 +617%
BIT
4
BlackRock Institutional Trust
California
$22.3M +$2.17M +61,308 +11%
LPL Financial
5
LPL Financial
California
$10.4M +$1.74M +49,129 +20%
BC
6
Brinker Capital
Pennsylvania
$8.39M +$8.39M +237,402 New
Morgan Stanley
7
Morgan Stanley
New York
$7.36M +$408K +11,553 +6%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$7.13M +$4.23M +119,712 +145%
PAG
9
Private Advisor Group
New Jersey
$3.9M +$967K +27,349 +33%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$3.24M -$115K -3,246 -3%
Ameriprise
11
Ameriprise
Minnesota
$3.19M +$1.48M +41,941 +86%
MAS
12
Madden Advisory Services
Florida
$2.6M
MFS
13
Madrona Financial Services
Washington
$2.05M -$117K -3,315 -5%
Manulife (Manufacturers Life Insurance)
14
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.04M +$486K +13,750 +31%
UBS Group
15
UBS Group
Switzerland
$1.55M -$24.5K -693 -2%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$1.47M +$90.8K +2,569 +7%
DWM
17
Darwin Wealth Management
Florida
$1.46M +$743K +21,001 +103%
PAMG
18
Patton Albertson Miller Group
Tennessee
$1.42M +$7.6K +215 +0.5%
WDL
19
Well Done LLC
Michigan
$1.38M -$730K -20,650 -35%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$1.35M -$171K -4,841 -11%
AAS
21
Annex Advisory Services
Wisconsin
$1.34M +$46.2K +1,306 +4%
BCM
22
Brookstone Capital Management
Illinois
$1.28M +$232K +6,559 +22%
WA
23
Waverly Advisors
Alabama
$1.27M -$152K -4,285 -11%
FA
24
FDx Advisors
Illinois
$1.21M +$1.21M +34,214 New
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$1.16M +$49.3K +1,393 +4%