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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$100M +$6.13M +140,704 +6%
TA
2
Tiedemann Advisors
New York
$65.8M +$588K +13,511 +0.9%
AWM
3
AE Wealth Management
Kansas
$52.6M +$35.3M +811,577 +197%
LPL Financial
4
LPL Financial
California
$39.6M +$170K +3,897 +0.4%
BCI
5
Brinker Capital Investments
Pennsylvania
$20.2M +$19.8M +454,184 +3,020%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$18.6M +$394K +9,051 +2%
Osaic Holdings
7
Osaic Holdings
Arizona
$16M -$253K -5,810 -1%
Morgan Stanley
8
Morgan Stanley
New York
$14M +$118K +2,706 +0.8%
Wells Fargo
9
Wells Fargo
California
$12.2M -$4.51M -103,655 -27%
AAS
10
Ameritas Advisory Services
Nebraska
$9.8M +$1.15M +26,317 +13%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$9.5M -$250K -5,748 -3%
Bank of America
12
Bank of America
North Carolina
$8.27M -$8.35M -191,770 -50%
AL
13
Aspiriant LLC
California
$7.81M +$351K +8,058 +5%
WCG
14
Weaver Consulting Group
California
$7.65M -$151K -3,457 -2%
PPA
15
Parametric Portfolio Associates
Washington
$7.57M -$4.01M -92,126 -34%
BCM
16
Brookstone Capital Management
Illinois
$7.47M +$1.95M +44,778 +33%
TCMP
17
Thrive Capital Management (Pennsylvania)
Pennsylvania
$6.97M -$1.23M -28,215 -15%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$5.72M -$1.49M -34,132 -20%
SFP
19
Sweet Financial Partners
Minnesota
$5.64M +$5.72M +131,235 New
FA
20
FDx Advisors
Illinois
$5.57M +$5.64M +129,512 New
IAG
21
Investment Advisory Group
Massachusetts
$4.68M +$60.9K +1,399 +1%
Ameriprise
22
Ameriprise
Minnesota
$4.34M -$4.73M -108,632 -52%
FAIM
23
Financial Advocates Investment Management
Washington
$4.24M -$19.6K -450 -0.5%
PAMG
24
Patton Albertson Miller Group
Tennessee
$4.09M -$911K -20,928 -18%
FFN
25
Focus Financial Network
Minnesota
$3.9M +$3.96M +90,860 New