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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TA
1
Tiedemann Advisors
New York
$61.6M -$17.6M -474,638 -23%
BlackRock
2
BlackRock
New York
$36.5M -$524K -14,114 -1%
Bank of America
3
Bank of America
North Carolina
$18.4M -$22.5M -606,169 -56%
Wells Fargo
4
Wells Fargo
California
$16.5M -$182M -4,914,935 -92%
LPL Financial
5
LPL Financial
California
$14.5M -$203K -5,468 -1%
SW
6
SlateStone Wealth
Florida
$10.6M -$167K -4,494 -2%
Morgan Stanley
7
Morgan Stanley
New York
$8.05M -$2.93M -79,082 -27%
WCG
8
Weaver Consulting Group
California
$6.79M +$6.54M +176,293 New
PSG
9
Planning Solutions Group
Maryland
$6.71M -$356K -9,586 -5%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$6.34M +$621K +16,734 +11%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$6.07M -$3.41M -91,974 -37%
PAMG
12
Patton Albertson Miller Group
Tennessee
$5.95M -$797K -21,496 -12%
DWM
13
Darwin Wealth Management
Florida
$5.63M -$428K -11,547 -7%
AG
14
Advisor Group
Arizona
$5.45M -$189K -5,084 -3%
TC
15
Trilogy Capital
California
$5.28M +$2.39M +64,483 +87%
RWM
16
Reston Wealth Management
Virginia
$5.24M +$1.77M +47,667 +54%
Ameriprise
17
Ameriprise
Minnesota
$4.08M -$3.26M -87,947 -45%
AEPG
18
American Economic Planning Group
New Jersey
$3.47M -$61.7K -1,663 -2%
BCM
19
Brookstone Capital Management
Illinois
$3.46M -$333K -8,969 -9%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$3.36M -$599K -16,140 -15%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$3.31M +$392K +10,577 +14%
GWM
22
Geneos Wealth Management
Colorado
$3.16M -$10.4K -280 -0.3%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$3.02M -$2.77M -74,552 -48%
MAS
24
Madden Advisory Services
Florida
$2.8M
Jane Street
25
Jane Street
New York
$2.74M +$2.67M +71,947 New