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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$79.1M +$1.09M +26,598 +1%
TA
2
Tiedemann Advisors
New York
$60.3M -$3.56M -86,936 -6%
LPL Financial
3
LPL Financial
California
$24.4M +$986K +24,047 +4%
Bank of America
4
Bank of America
North Carolina
$19.4M +$444K +10,824 +2%
TC
5
Trilogy Capital
California
$17.3M -$423K -10,312 -2%
Wells Fargo
6
Wells Fargo
California
$11.8M -$314K -7,664 -3%
Osaic Holdings
7
Osaic Holdings
Arizona
$11.1M +$1.71M +41,778 +18%
Morgan Stanley
8
Morgan Stanley
New York
$10.1M -$653K -15,929 -6%
Qube Research & Technologies (QRT)
9
Qube Research & Technologies (QRT)
United Kingdom
$9.26M +$3.52M +85,947 +62%
Truist Financial
10
Truist Financial
North Carolina
$9.02M +$8.55M +208,477 +1,857%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$8.49M +$1.63M +39,865 +24%
AL
12
Aspiriant LLC
California
$7.86M -$392K -9,553 -5%
WCG
13
Weaver Consulting Group
California
$7.65M +$46.4K +1,131 +0.6%
SWRP
14
Summit Wealth & Retirement Planning
California
$7.15M +$117K +2,852 +2%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$5.94M -$31K -757 -0.5%
BCM
16
Brookstone Capital Management
Illinois
$5.67M -$153K -3,743 -3%
RWM
17
Reston Wealth Management
Virginia
$5.54M -$29.3K -716 -0.5%
PAMG
18
Patton Albertson Miller Group
Tennessee
$5.34M -$44.2K -1,079 -0.8%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$5.06M +$1.46M +35,501 +40%
Ameriprise
20
Ameriprise
Minnesota
$4.94M -$127K -3,097 -3%
GWM
21
Geneos Wealth Management
Colorado
$4.16M +$279K +6,817 +7%
CAN
22
Cetera Advisor Networks
California
$4.15M -$184K -4,481 -4%
AWA
23
ARQ Wealth Advisors
Arizona
$3.78M +$435K +10,619 +13%
FFC
24
Fure Financial Corporation
Minnesota
$2.96M -$31.3K -763 -1%
FFN
25
Focus Financial Network
Minnesota
$2.69M +$2.69M +65,617 New