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iShares Core Moderate Allocation ETF
AOM

Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$75.8M +$2.03M +52,600 +3%
TA
2
Tiedemann Advisors
New York
$62M -$2.8M -72,686 -4%
LPL Financial
3
LPL Financial
California
$22.7M +$1.54M +40,010 +8%
Bank of America
4
Bank of America
North Carolina
$18.4M -$5.79M -150,019 -24%
TC
5
Trilogy Capital
California
$17.6M -$20.8M -539,191 -56%
Wells Fargo
6
Wells Fargo
California
$11.7M -$13.6M -351,460 -54%
Morgan Stanley
7
Morgan Stanley
New York
$10.4M -$1.17M -30,341 -10%
Osaic Holdings
8
Osaic Holdings
Arizona
$9.11M +$1.64M +42,414 +23%
AL
9
Aspiriant LLC
California
$8.01M +$7.12M +184,588 +1,131%
WCG
10
Weaver Consulting Group
California
$7.38M +$40.7K +1,056 +0.6%
SWRP
11
Summit Wealth & Retirement Planning
California
$6.83M +$283K +7,336 +4%
FIG
12
FundX Investment Group
California
$6.82M -$319K -8,274 -5%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$6.66M -$415K -10,758 -6%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$5.8M +$38.7K +1,004 +0.7%
BCM
15
Brookstone Capital Management
Illinois
$5.65M +$2.8M +72,618 +105%
Qube Research & Technologies (QRT)
16
Qube Research & Technologies (QRT)
United Kingdom
$5.57M +$5.39M +139,691 New
RWM
17
Reston Wealth Management
Virginia
$5.41M -$476K -12,326 -8%
PAMG
18
Patton Albertson Miller Group
Tennessee
$5.23M -$2.89K -75 -0.1%
Ameriprise
19
Ameriprise
Minnesota
$4.92M +$2.13M +55,100 +81%
DWM
20
Darwin Wealth Management
Florida
$4.9M -$384K -9,948 -7%
CAN
21
Cetera Advisor Networks
California
$4.21M +$2.23M +57,889 +121%
GWM
22
Geneos Wealth Management
Colorado
$3.77M +$90.9K +2,355 +3%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$3.5M +$743K +19,263 +28%
AWA
24
ARQ Wealth Advisors
Arizona
$3.25M -$62.7K -1,624 -2%
FFC
25
Fure Financial Corporation
Minnesota
$2.9M -$127K -3,292 -4%
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