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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$92.2M +$6.58M +151,121 +8%
TA
2
Tiedemann Advisors
New York
$63.5M +$2.16M +49,622 +4%
AWM
3
AE Wealth Management
Kansas
$49.5M +$5.55M +127,499 +13%
LPL Financial
4
LPL Financial
California
$32.5M +$3.94M +90,494 +14%
TC
5
Trilogy Capital
California
$16.3M -$6.89M -158,394 -30%
Osaic Holdings
6
Osaic Holdings
Arizona
$15.4M -$470K -10,791 -3%
Bank of America
7
Bank of America
North Carolina
$13.8M -$8.28M -190,334 -38%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$13.1M +$1.78M +40,964 +16%
Morgan Stanley
9
Morgan Stanley
New York
$12.1M +$998K +22,926 +9%
Wells Fargo
10
Wells Fargo
California
$11.2M -$1.45M -33,208 -11%
SWRP
11
Summit Wealth & Retirement Planning
California
$8.99M +$1.41M +32,339 +19%
WCG
12
Weaver Consulting Group
California
$7.97M -$44.1K -1,014 -0.6%
AL
13
Aspiriant LLC
California
$7.95M -$20.1K -462 -0.3%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$7.68M +$1.52M +34,908 +25%
BCM
15
Brookstone Capital Management
Illinois
$5.83M -$7.14M -164,133 -55%
Ameriprise
16
Ameriprise
Minnesota
$5.26M -$48.1K -1,106 -0.9%
GWM
17
Geneos Wealth Management
Colorado
$5.25M +$78.5K +1,803 +2%
RWM
18
Reston Wealth Management
Virginia
$5.24M -$441K -10,134 -8%
AWA
19
ARQ Wealth Advisors
Arizona
$5.19M +$491K +11,275 +10%
BFA
20
Beacon Financial Advisory
Ohio
$4.93M +$226K +5,187 +5%
PAMG
21
Patton Albertson Miller Group
Tennessee
$4.9M -$302K -6,934 -6%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$4.72M -$1.29M -29,568 -21%
CAN
23
Cetera Advisor Networks
California
$4.3M -$146K -3,346 -3%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$4.09M +$1.9M +43,625 +87%
OMC
25
Old Mission Capital
Illinois
$3.97M +$3.97M +91,226 New