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iShares Core Moderate Allocation ETF
AOM

Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$99.1M +$3.67M +82,306 +4%
TA
2
Tiedemann Advisors
New York
$71.9M +$6.18M +138,695 +10%
LPL Financial
3
LPL Financial
California
$36.9M +$3.21M +72,133 +10%
Osaic Holdings
4
Osaic Holdings
Arizona
$16.8M +$884K +19,840 +6%
TC
5
Trilogy Capital
California
$15.1M -$1.76M -39,461 -11%
Bank of America
6
Bank of America
North Carolina
$15.1M +$822K +18,444 +6%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$14.9M +$1.32M +29,666 +10%
Morgan Stanley
8
Morgan Stanley
New York
$12.7M +$130K +2,910 +1%
Wells Fargo
9
Wells Fargo
California
$11.6M -$33.5K -752 -0.3%
SWRP
10
Summit Wealth & Retirement Planning
California
$9.35M +$54.5K +1,223 +0.6%
AWM
11
AE Wealth Management
Kansas
$9.12M -$41.6M -933,797 -82%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$9.12M +$1.16M +26,045 +15%
AL
13
Aspiriant LLC
California
$8.22M – – –
WCG
14
Weaver Consulting Group
California
$8.21M -$39.9K -895 -0.5%
RWM
15
Reston Wealth Management
Virginia
$6.49M +$1.06M +23,697 +20%
BCM
16
Brookstone Capital Management
Illinois
$6.09M +$60.3K +1,353 +1%
AIC
17
Ameritas Investment Company
Nebraska
$5.82M -$1.38M -30,895 -96%
AWA
18
ARQ Wealth Advisors
Arizona
$5.8M +$424K +9,521 +8%
Ameriprise
19
Ameriprise
Minnesota
$5.61M +$327K +7,332 +6%
GWM
20
Geneos Wealth Management
Colorado
$5.05M -$261K -5,862 -5%
PAMG
21
Patton Albertson Miller Group
Tennessee
$5.03M -$31.9K -716 -0.6%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$4.9M +$21.7K +488 +0.5%
BFA
23
Beacon Financial Advisory
Ohio
$4.85M -$243K -5,461 -5%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$4.54M +$300K +6,733 +7%
TCMP
25
Thrive Capital Management (Pennsylvania)
Pennsylvania
$4.51M +$1.43M +32,107 +47%
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