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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TA
1
Tiedemann Advisors
New York
$70.4M +$3.87M +101,103 +6%
BlackRock
2
BlackRock
New York
$32.1M +$3.3M +86,113 +11%
SCA
3
Stuart Chaussee & Associates
California
$30.1M +$13.7M +357,525 +82%
Wells Fargo
4
Wells Fargo
California
$23.3M +$13.5M +353,764 +137%
Morgan Stanley
5
Morgan Stanley
New York
$18.2M +$2.38M +62,297 +15%
Bank of America
6
Bank of America
North Carolina
$13.3M +$4.94M +129,192 +59%
LPL Financial
7
LPL Financial
California
$12.5M +$560K +14,634 +5%
BCM
8
Brookstone Capital Management
Illinois
$5.76M +$3.11M +81,227 +116%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$5.35M +$426K +11,128 +9%
Ameriprise
10
Ameriprise
Minnesota
$5.23M +$1.82M +47,480 +53%
BC
11
Brinker Capital
Pennsylvania
$5.05M +$5.06M +132,292 New
VFP
12
Verus Financial Partners
Virginia
$4.97M +$723K +18,897 +259%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$4.54M -$340K -8,882 -7%
DWM
14
Darwin Wealth Management
Florida
$4.31M +$258K +6,731 +6%
Manulife (Manufacturers Life Insurance)
15
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.97M +$94.4K +2,467 +2%
HB
16
Homrich & Berg
Georgia
$3.76M +$3.79M +98,900 New
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$3.4M +$1.31M +34,252 +62%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$3.29M +$958K +25,027 +41%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$3.22M +$1.38M +36,183 +75%
MFS
20
Madrona Financial Services
Washington
$3.16M -$45.7K -1,195 -1%
MAS
21
Madden Advisory Services
Florida
$2.8M
AEPG
22
American Economic Planning Group
New Jersey
$2.6M +$2.61M +68,220 New
AG
23
Advisor Group
Arizona
$2.54M +$1.67M +43,765 +189%
GWM
24
Geneos Wealth Management
Colorado
$2.5M +$301K +7,852 +14%
CA
25
Cetera Advisors
Colorado
$2.29M +$1.58M +41,368 +222%