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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TA
1
Tiedemann Advisors
New York
$63.4M +$8.58M +238,980 +16%
BlackRock
2
BlackRock
New York
$24.7M +$24.4M +678,642 New
LPL Financial
3
LPL Financial
California
$11.6M +$892K +24,855 +8%
Wells Fargo
4
Wells Fargo
California
$7.91M -$41.8M -1,162,733 -84%
Bank of America
5
Bank of America
North Carolina
$7.18M -$94.8M -2,640,311 -93%
Morgan Stanley
6
Morgan Stanley
New York
$5.08M -$2.48M -68,974 -33%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$4.26M -$3.07M -85,408 -42%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$3.75M +$407K +11,340 +12%
PAG
9
Private Advisor Group
New Jersey
$3.62M -$346K -9,628 -9%
Ameriprise
10
Ameriprise
Minnesota
$3.38M +$84.6K +2,357 +3%
MFS
11
Madrona Financial Services
Washington
$3.12M +$998K +27,798 +48%
MAS
12
Madden Advisory Services
Florida
$2.68M
BCM
13
Brookstone Capital Management
Illinois
$2.17M +$833K +23,197 +64%
DWM
14
Darwin Wealth Management
Florida
$1.99M +$480K +13,366 +32%
NPC
15
National Planning Corporation
California
$1.84M +$1.6M +44,683 +756%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$1.72M +$198K +5,527 +13%
PAMG
17
Patton Albertson Miller Group
Tennessee
$1.66M +$182K +5,060 +13%
Manulife (Manufacturers Life Insurance)
18
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.64M -$457K -12,725 -22%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$1.59M +$201K +5,588 +15%
AAS
20
Annex Advisory Services
Wisconsin
$1.52M +$137K +3,827 +10%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$1.44M +$243K +6,754 +20%
UBS Group
22
UBS Group
Switzerland
$1.43M -$160K -4,468 -10%
Citadel Advisors
23
Citadel Advisors
Florida
$1.4M +$1.05M +29,339 +316%
FA
24
FDx Advisors
Illinois
$1.32M +$73.9K +2,059 +6%
WA
25
Waverly Advisors
Alabama
$1.18M -$137K -3,823 -11%