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iShares Core Moderate Allocation ETF
AOM

Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$85.1M -$618K -15,768 -0.7%
TA
2
Tiedemann Advisors
New York
$52.6M -$5.12M -130,807 -8%
LPL Financial
3
LPL Financial
California
$30.3M -$1.18M -30,115 -4%
Morgan Stanley
4
Morgan Stanley
New York
$17.7M -$2.97M -75,909 -14%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$17.1M +$405K +10,344 +2%
Osaic Holdings
6
Osaic Holdings
Arizona
$11.6M -$1.92M -48,908 -13%
Wells Fargo
7
Wells Fargo
California
$10.5M -$884K -22,581 -7%
RJA
8
Raymond James & Associates
Florida
$9.86M +$6.68M +170,594 +173%
AAS
9
Ameritas Advisory Services
Nebraska
$8.71M -$4.31K -110 -0%
Bank of America
10
Bank of America
North Carolina
$8.67M +$1.65M +42,138 +22%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$7.57M -$385K -9,825 -5%
AWM
12
AE Wealth Management
Kansas
$7.52M +$576K +14,717 +8%
WCG
13
Weaver Consulting Group
California
$7.01M +$474K +12,098 +7%
WFS
14
Weitzel Financial Services
Iowa
$5.59M +$1.51M +38,604 +34%
TCMP
15
Thrive Capital Management (Pennsylvania)
Pennsylvania
$5.14M +$128K +3,258 +2%
LAM
16
LFS Asset Management
California
$4.7M +$572K +14,605 +13%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$4.55M -$4.07K -104 -0.1%
BCM
18
Brookstone Capital Management
Illinois
$4.03M -$1.27M -32,531 -23%
IAG
19
Investment Advisory Group
Massachusetts
$3.99M +$40.5K +1,035 +1%
Ameriprise
20
Ameriprise
Minnesota
$3.24M -$356K -9,084 -9%
FFN
21
Focus Financial Network
Minnesota
$3.23M +$68.9K +1,760 +2%
AL
22
Aspiriant LLC
California
$3.04M +$335K +8,560 +11%
BFA
23
Beacon Financial Advisory
Ohio
$3.01M +$17K +433 +0.5%
RFM
24
Royal Fund Management
Florida
$2.81M -$41.1K -1,050 -1%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$2.49M +$539K +13,757 +25%
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