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iShares Core Moderate Allocation ETF
AOM

Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$84.9M +$1.6M +38,004 +2%
TA
2
Tiedemann Advisors
New York
$60.8M -$2.51M -59,666 -4%
AWM
3
AE Wealth Management
Kansas
$43.6M +$40.7M +966,163 +2,271%
SS
4
Simplicity Solutions
Minnesota
$39.6M +$38M +903,001 +6,474%
LPL Financial
5
LPL Financial
California
$28.4M +$2.62M +62,189 +10%
TC
6
Trilogy Capital
California
$23M +$4.69M +111,356 +26%
Bank of America
7
Bank of America
North Carolina
$21.9M +$1.38M +32,834 +7%
Osaic Holdings
8
Osaic Holdings
Arizona
$15.7M +$3.94M +93,555 +35%
BCM
9
Brookstone Capital Management
Illinois
$12.9M +$6.73M +159,879 +116%
Wells Fargo
10
Wells Fargo
California
$12.6M +$166K +3,953 +1%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$11.3M +$2.26M +53,779 +26%
Morgan Stanley
12
Morgan Stanley
New York
$11M +$375K +8,907 +4%
Truist Financial
13
Truist Financial
North Carolina
$9.09M -$394K -9,347 -4%
Qube Research & Technologies (QRT)
14
Qube Research & Technologies (QRT)
United Kingdom
$8.16M -$1.54M -36,688 -16%
WCG
15
Weaver Consulting Group
California
$7.95M -$93.5K -2,221 -1%
AL
16
Aspiriant LLC
California
$7.9M -$353K -8,374 -4%
SWRP
17
Summit Wealth & Retirement Planning
California
$7.52M -$5.47K -130 -0.1%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$6.11M +$761K +18,064 +15%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$5.96M -$283K -6,722 -5%
RWM
20
Reston Wealth Management
Virginia
$5.63M -$192K -4,552 -3%
PAMG
21
Patton Albertson Miller Group
Tennessee
$5.25M -$450K -10,683 -8%
Ameriprise
22
Ameriprise
Minnesota
$5.14M -$61.2K -1,454 -1%
IPW
23
IronBridge Private Wealth
Texas
$4.99M +$4.86M +115,465 New
FI
24
FormulaFolio Investments
Michigan
$4.88M +$4.76M +113,015 New
GWM
25
Geneos Wealth Management
Colorado
$4.78M +$599K +14,219 +14%
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