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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TA
1
Tiedemann Advisors
New York
$83.9M +$1.11M +27,998 +1%
BlackRock
2
BlackRock
New York
$67.8M +$25.3M +638,930 +61%
CIA
3
Compass Ion Advisors
Pennsylvania
$51M +$50.4M +1,271,336 New
Bank of America
4
Bank of America
North Carolina
$34.5M +$6.69M +169,027 +24%
Wells Fargo
5
Wells Fargo
California
$24.6M +$10.1M +256,171 +72%
LPL Financial
6
LPL Financial
California
$17.8M +$1.35M +34,193 +8%
SW
7
SlateStone Wealth
Florida
$10.5M -$652K -16,459 -6%
Morgan Stanley
8
Morgan Stanley
New York
$9.85M +$366K +9,246 +4%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$8.7M -$826K -20,858 -9%
TC
10
Trilogy Capital
California
$8.34M +$1.15M +29,119 +16%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$7.39M +$283K +7,140 +4%
RWM
12
Reston Wealth Management
Virginia
$7.31M +$774K +19,548 +12%
WCG
13
Weaver Consulting Group
California
$6.98M +$25.6K +647 +0.4%
SWRP
14
Summit Wealth & Retirement Planning
California
$6.38M +$6.3M +158,937 New
PAMG
15
Patton Albertson Miller Group
Tennessee
$5.55M -$200K -5,040 -4%
DWM
16
Darwin Wealth Management
Florida
$5.35M -$362K -9,144 -6%
BC
17
Brinker Capital
Pennsylvania
$3.81M +$2.53M +63,974 +207%
Ameriprise
18
Ameriprise
Minnesota
$3.68M -$2.36M -59,681 -39%
GWM
19
Geneos Wealth Management
Colorado
$3.67M +$194K +4,898 +6%
AWM
20
AE Wealth Management
Kansas
$3.46M -$5.57M -140,706 -62%
BCM
21
Brookstone Capital Management
Illinois
$3.44M -$165K -4,155 -5%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$3.18M -$212K -5,346 -6%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$3.12M -$1.4M -35,404 -31%
FFC
24
Fure Financial Corporation
Minnesota
$3.06M +$3.02M +76,163 New
AG
25
Advisor Group
Arizona
$2.92M -$53.4K -1,347 -2%