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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TA
1
Tiedemann Advisors
New York
$81.1M +$7.32M +187,963 +10%
BlackRock
2
BlackRock
New York
$41.3M +$2.01M +51,561 +5%
Bank of America
3
Bank of America
North Carolina
$27.1M +$2.07M +53,146 +8%
LPL Financial
4
LPL Financial
California
$16.1M +$784K +20,120 +5%
Wells Fargo
5
Wells Fargo
California
$14M -$219K -5,630 -2%
SW
6
SlateStone Wealth
Florida
$10.9M -$269K -6,918 -2%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$9.33M +$2.16M +55,342 +30%
Morgan Stanley
8
Morgan Stanley
New York
$9.28M +$1.01M +25,987 +12%
AWM
9
AE Wealth Management
Kansas
$8.91M +$7.73M +198,400 +698%
AEPG
10
American Economic Planning Group
New Jersey
$8.4M +$3.75M +96,270 +82%
SS
11
Simplicity Solutions
Minnesota
$8.11M +$7.62M +195,621 +1,831%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$6.96M +$548K +14,063 +9%
TC
13
Trilogy Capital
California
$6.96M +$1.04M +26,682 +18%
WCG
14
Weaver Consulting Group
California
$6.88M -$21.1K -541 -0.3%
RWM
15
Reston Wealth Management
Virginia
$6.39M +$840K +21,555 +15%
Ameriprise
16
Ameriprise
Minnesota
$5.95M +$1.16M +29,690 +24%
PAMG
17
Patton Albertson Miller Group
Tennessee
$5.63M -$176K -4,514 -3%
DWM
18
Darwin Wealth Management
Florida
$5.6M -$49.2K -1,264 -0.9%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$4.54M -$157K -4,042 -3%
BCM
20
Brookstone Capital Management
Illinois
$3.53M -$78.1K -2,005 -2%
GWM
21
Geneos Wealth Management
Colorado
$3.39M -$7.91K -203 -0.2%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$3.32M -$311K -7,996 -9%
AG
23
Advisor Group
Arizona
$2.92M -$1.46M -37,379 -33%
MAS
24
Madden Advisory Services
Florida
$2.76M -$121K -3,111 -4%
AAS
25
Annex Advisory Services
Wisconsin
$2.54M +$90.2K +2,316 +4%