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iShares Core Moderate Allocation ETF
AOM

Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$67.9M +$6.21M +158,634 +9%
TA
2
Tiedemann Advisors
New York
$59.8M -$18.1M -463,308 -22%
TC
3
Trilogy Capital
California
$37M +$29.9M +763,397 +368%
Wells Fargo
4
Wells Fargo
California
$23.7M +$1.27M +32,431 +5%
Bank of America
5
Bank of America
North Carolina
$22.5M -$9.66M -246,658 -29%
LPL Financial
6
LPL Financial
California
$19.5M +$3.38M +86,271 +19%
Morgan Stanley
7
Morgan Stanley
New York
$10.7M +$1.84M +47,096 +19%
SW
8
SlateStone Wealth
Florida
$8.17M -$1.55M -39,695 -15%
Osaic Holdings
9
Osaic Holdings
Arizona
$6.84M +$7.29M +186,073 New
WCG
10
Weaver Consulting Group
California
$6.76M +$254K +6,497 +4%
FIG
11
FundX Investment Group
California
$6.59M +$7.02M +179,367 New
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$6.53M -$1.53M -38,952 -18%
SWRP
13
Summit Wealth & Retirement Planning
California
$6.02M +$196K +5,003 +3%
RWM
14
Reston Wealth Management
Virginia
$5.44M -$1.34M -34,094 -19%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$5.31M -$1.56M -39,765 -22%
RJA
16
Raymond James & Associates
Florida
$5.15M +$4.38M +111,916 +394%
UBS Group
17
UBS Group
Switzerland
$5.04M +$3.5M +89,255 +186%
DWM
18
Darwin Wealth Management
Florida
$4.88M -$15.1K -385 -0.3%
PAMG
19
Patton Albertson Miller Group
Tennessee
$4.82M -$274K -6,989 -5%
BC
20
Brinker Capital
Pennsylvania
$3.87M +$410K +10,474 +11%
Truist Financial
21
Truist Financial
North Carolina
$3.52M +$3.4M +86,729 +965%
GWM
22
Geneos Wealth Management
Colorado
$3.38M +$53.2K +1,359 +1%
AWA
23
ARQ Wealth Advisors
Arizona
$3.05M +$3.26M +83,125 New
FFC
24
Fure Financial Corporation
Minnesota
$2.8M -$2.12K -54 -0.1%
BCM
25
Brookstone Capital Management
Illinois
$2.54M -$650K -16,588 -19%
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