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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TA
1
Tiedemann Advisors
New York
$73.2M +$9.81M +256,503 +16%
BlackRock
2
BlackRock
New York
$39M +$1.55M +40,490 +4%
Bank of America
3
Bank of America
North Carolina
$24.9M +$5.84M +152,726 +32%
LPL Financial
4
LPL Financial
California
$15.2M +$315K +8,235 +2%
Wells Fargo
5
Wells Fargo
California
$14.2M -$2.66M -69,470 -16%
SW
6
SlateStone Wealth
Florida
$11.1M +$262K +6,846 +2%
Morgan Stanley
7
Morgan Stanley
New York
$8.2M -$54.6K -1,426 -0.7%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$7.11M +$599K +15,659 +9%
WCG
9
Weaver Consulting Group
California
$6.93M +$46.6K +1,218 +0.7%
PSG
10
Planning Solutions Group
Maryland
$6.56M -$313K -8,168 -5%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$6.36M +$129K +3,375 +2%
TC
12
Trilogy Capital
California
$5.89M +$487K +12,741 +9%
PAMG
13
Patton Albertson Miller Group
Tennessee
$5.71M -$325K -8,483 -5%
DWM
14
Darwin Wealth Management
Florida
$5.61M -$159K -4,168 -3%
RWM
15
Reston Wealth Management
Virginia
$5.5M +$166K +4,345 +3%
Ameriprise
16
Ameriprise
Minnesota
$4.75M +$554K +14,483 +14%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$4.67M +$1.2M +31,342 +35%
AEPG
18
American Economic Planning Group
New Jersey
$4.59M +$1.01M +26,448 +29%
AG
19
Advisor Group
Arizona
$4.36M -$1.21M -31,623 -22%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$3.61M +$220K +5,750 +7%
BCM
21
Brookstone Capital Management
Illinois
$3.59M +$33.4K +873 +1%
GWM
22
Geneos Wealth Management
Colorado
$3.38M +$138K +3,594 +4%
MAS
23
Madden Advisory Services
Florida
$2.86M -$9.95K -260 -0.4%
AAS
24
Annex Advisory Services
Wisconsin
$2.43M +$84.9K +2,220 +4%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$2.19M -$888K -23,205 -29%