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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$97.8M -$638K -14,059 -0.6%
TA
2
Tiedemann Advisors
New York
$68.9M -$2.56M -56,432 -4%
AWM
3
AE Wealth Management
Kansas
$57.8M +$49.4M +1,088,371 +538%
LPL Financial
4
LPL Financial
California
$39.4M +$2.8M +61,641 +8%
Osaic Holdings
5
Osaic Holdings
Arizona
$17M +$276K +6,094 +2%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$16.5M +$1.69M +37,306 +11%
Bank of America
7
Bank of America
North Carolina
$15.2M +$270K +5,953 +2%
TC
8
Trilogy Capital
California
$14.4M -$580K -12,796 -4%
Morgan Stanley
9
Morgan Stanley
New York
$13M +$457K +10,086 +4%
Wells Fargo
10
Wells Fargo
California
$12.1M +$601K +13,252 +5%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$10.1M +$1.07M +23,699 +12%
AL
12
Aspiriant LLC
California
$8.38M +$221K +4,862 +3%
WCG
13
Weaver Consulting Group
California
$8.22M +$66.3K +1,461 +0.8%
AIC
14
Ameritas Investment Company
Nebraska
$7.51M +$7.56M +166,602 +12,816%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$6.58M +$1.73M +38,249 +35%
TCMP
16
Thrive Capital Management (Pennsylvania)
Pennsylvania
$5.61M +$1.15M +25,270 +25%
BCM
17
Brookstone Capital Management
Illinois
$5.08M -$984K -21,699 -16%
GWM
18
Geneos Wealth Management
Colorado
$5.07M +$44.9K +991 +0.9%
BFA
19
Beacon Financial Advisory
Ohio
$4.8M -$13.7K -301 -0.3%
SWRP
20
Summit Wealth & Retirement Planning
California
$4.51M -$4.84M -106,696 -51%
Ameriprise
21
Ameriprise
Minnesota
$4.37M -$1.25M -27,483 -22%
FAIM
22
Financial Advocates Investment Management
Washington
$4.37M +$151K +3,324 +4%
CAN
23
Cetera Advisor Networks
California
$4.36M -$72.4K -1,596 -2%
Qube Research & Technologies (QRT)
24
Qube Research & Technologies (QRT)
United Kingdom
$4.22M -$135K -2,975 -3%
PAMG
25
Patton Albertson Miller Group
Tennessee
$4.14M -$865K -19,075 -17%