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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$89.2M +$837K +22,067 +0.9%
Morgan Stanley
2
Morgan Stanley
New York
$66.3M +$47.7M +1,258,806 +260%
TA
3
Tiedemann Advisors
New York
$49.7M -$4.95M -130,510 -9%
AT
4
Arden Trust
Delaware
$48.4M +$47.7M +1,258,088 +7,963%
Franklin Resources
5
Franklin Resources
California
$48.1M +$48M +1,265,188 New
RJA
6
Raymond James & Associates
Florida
$43.3M +$33M +869,813 +323%
LPL Financial
7
LPL Financial
California
$30.4M -$1.13M -29,801 -4%
Wells Fargo
8
Wells Fargo
California
$22.1M +$11.2M +294,263 +103%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$19M +$1.25M +32,875 +7%
Bank of America
10
Bank of America
North Carolina
$18.4M +$9.42M +248,460 +105%
Osaic Holdings
11
Osaic Holdings
Arizona
$15.1M +$3.07M +81,013 +26%
Jane Street
12
Jane Street
New York
$12M +$10.7M +281,246 +820%
AAS
13
Ameritas Advisory Services
Nebraska
$7.84M -$1.2M -31,757 -13%
FAIM
14
Financial Advocates Investment Management
Washington
$7.6M +$907K +23,923 New
AWM
15
AE Wealth Management
Kansas
$7.42M -$388K -10,236 -5%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$7.34M -$522K -13,782 -7%
WFS
17
Weitzel Financial Services
Iowa
$7.05M +$1.24M +32,820 +21%
WCG
18
Weaver Consulting Group
California
$6.43M -$848K -22,360 -12%
Truist Financial
19
Truist Financial
North Carolina
$6.25M +$5.9M +155,685 +1,759%
PAMG
20
Patton Albertson Miller Group
Tennessee
$5.61M +$4.03M +106,322 +257%
BCI
21
Brinker Capital Investments
Pennsylvania
$5.32M +$5.08M +134,078 +2,232%
TCMP
22
Thrive Capital Management (Pennsylvania)
Pennsylvania
$4.8M -$539K -14,224 -10%
FA
23
Financial Advisors
Massachusetts
$4.79M +$4.77M +125,903 New
Ameriprise
24
Ameriprise
Minnesota
$4.76M +$1.39M +36,632 +41%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$4.59M +$2M +52,759 +78%