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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$86.5M -$509K -13,497 -12%
TA
2
Tiedemann Advisors
New York
$73M -$1.06M -28,189 -1%
BlackRock
3
BlackRock
New York
$35.9M +$977K +25,893 +3%
LPL Financial
4
LPL Financial
California
$13.8M +$789K +20,902 +6%
Wells Fargo
5
Wells Fargo
California
$12.7M -$243K -6,445 -2%
Morgan Stanley
6
Morgan Stanley
New York
$8.03M -$1.25M -33,221 -14%
DWM
7
Darwin Wealth Management
Florida
$7.12M +$1.08M +28,612 +18%
Bank of America
8
Bank of America
North Carolina
$6.46M -$1.81M -47,919 -22%
Jane Street
9
Jane Street
New York
$6.12M +$3.48M +92,332 +133%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$4.87M -$166K -4,404 -3%
BCM
11
Brookstone Capital Management
Illinois
$4.71M +$66.1K +1,752 +1%
AEPG
12
American Economic Planning Group
New Jersey
$4.37M -$66.5K -1,763 -2%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$4.33M +$1.11M +29,525 +35%
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$3.91M -$828K -21,934 -18%
GWM
15
Geneos Wealth Management
Colorado
$3.08M +$185K +4,894 +6%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$2.87M -$394K -10,431 -12%
AG
17
Advisor Group
Arizona
$2.82M +$464K +12,304 +20%
MAS
18
Madden Advisory Services
Florida
$2.79M
MFS
19
Madrona Financial Services
Washington
$2.77M -$131K -3,461 -5%
PAG
20
Private Advisor Group
New Jersey
$2.72M +$633K +16,789 +31%
Manulife (Manufacturers Life Insurance)
21
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.35M -$1.78M -47,160 -43%
EK
22
Evensky & Katz
Florida
$2.33M +$1.51M +40,014 +186%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$2.19M -$189K -5,007 -8%
NG
24
Northstar Group
New York
$2.12M -$264K -6,997 -11%
AAS
25
Annex Advisory Services
Wisconsin
$2.05M -$30.9K -819 -1%