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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$99.8M +$407K +8,980 +0.4%
TA
2
Tiedemann Advisors
New York
$69M -$1.05M -23,232 -2%
LPL Financial
3
LPL Financial
California
$41.7M +$1.69M +37,323 +4%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$19.3M +$2.55M +56,225 +15%
AWM
5
AE Wealth Management
Kansas
$18.7M -$39.8M -878,636 -68%
Osaic Holdings
6
Osaic Holdings
Arizona
$17.8M +$572K +12,612 +3%
Wells Fargo
7
Wells Fargo
California
$17.6M +$5.28M +116,460 +43%
Bank of America
8
Bank of America
North Carolina
$17.5M +$1.99M +43,980 +13%
CIA
9
Compass Ion Advisors
Pennsylvania
$14.7M +$13.9M +306,897 +1,836%
Morgan Stanley
10
Morgan Stanley
New York
$14.7M +$1.45M +32,049 +11%
TC
11
Trilogy Capital
California
$14.4M -$233K -5,140 -2%
PPA
12
Parametric Portfolio Associates
Washington
$12.2M +$11.5M +253,778 +1,738%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$10.3M +$33.2K +733 +0.3%
Ameriprise
14
Ameriprise
Minnesota
$9.53M +$5.08M +111,988 +115%
GM
15
GeoWealth Management
Illinois
$9.31M +$9.28M +204,735 New
AAS
16
Ameritas Advisory Services
Nebraska
$9.18M +$9.15M +201,829 New
TCMP
17
Thrive Capital Management (Pennsylvania)
Pennsylvania
$8.66M +$2.95M +65,082 +52%
WCG
18
Weaver Consulting Group
California
$8.25M -$98.2K -2,165 -1%
AL
19
Aspiriant LLC
California
$7.9M -$623K -13,731 -7%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$7.6M +$911K +20,083 +14%
RJA
21
Raymond James & Associates
Florida
$6.61M +$5.76M +127,150 +698%
BCM
22
Brookstone Capital Management
Illinois
$6M +$922K +20,328 +18%
PAMG
23
Patton Albertson Miller Group
Tennessee
$5.28M +$1.07M +23,571 +25%
GWM
24
Geneos Wealth Management
Colorado
$5.26M +$121K +2,666 +2%
BFA
25
Beacon Financial Advisory
Ohio
$4.75M -$127K -2,798 -3%