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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TA
1
Tiedemann Advisors
New York
$65.7M +$589K +15,963 +0.9%
BlackRock
2
BlackRock
New York
$27.1M +$1.84M +49,775 +7%
Morgan Stanley
3
Morgan Stanley
New York
$12.5M +$7.24M +196,156 +140%
LPL Financial
4
LPL Financial
California
$11.3M -$606K -16,405 -5%
Wells Fargo
5
Wells Fargo
California
$9.6M +$1.47M +39,944 +18%
Bank of America
6
Bank of America
North Carolina
$7.96M +$588K +15,923 +8%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$4.93M +$560K +15,158 +13%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$4.68M +$827K +22,386 +22%
PAG
9
Private Advisor Group
New Jersey
$3.76M +$74.4K +2,016 +2%
Manulife (Manufacturers Life Insurance)
10
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.56M +$1.86M +50,379 +111%
MFS
11
Madrona Financial Services
Washington
$3.17M -$30.2K -817 -1%
Ameriprise
12
Ameriprise
Minnesota
$3.11M -$354K -9,583 -10%
DWM
13
Darwin Wealth Management
Florida
$2.96M +$912K +24,690 +45%
MAS
14
Madden Advisory Services
Florida
$2.75M
BCM
15
Brookstone Capital Management
Illinois
$2.5M +$278K +7,517 +13%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$1.99M +$220K +5,945 +13%
NPC
17
National Planning Corporation
California
$1.84M -$36.9K -999 -2%
PAMG
18
Patton Albertson Miller Group
Tennessee
$1.63M -$73K -1,976 -4%
AAS
19
Annex Advisory Services
Wisconsin
$1.6M +$40.6K +1,099 +3%
MHS
20
M Holdings Securities
Oregon
$1.56M +$348K +9,437 +29%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$1.53M -$102K -2,750 -6%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$1.52M +$39.2K +1,063 +3%
FA
23
FDx Advisors
Illinois
$1.38M +$27.9K +755 +2%
WA
24
Waverly Advisors
Alabama
$1.28M +$78.2K +2,119 +7%
UBS Group
25
UBS Group
Switzerland
$1.22M -$252K -6,820 -17%