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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$99M +$5.33M +135,686 +6%
LPL Financial
2
LPL Financial
California
$30.5M -$1.32M -33,572 -4%
TA
3
Tiedemann Advisors
New York
$26.5M -$25.2M -640,491 -49%
Morgan Stanley
4
Morgan Stanley
New York
$25.6M -$43.3M -1,102,029 -63%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$17.1M -$2.76M -70,289 -14%
Osaic Holdings
6
Osaic Holdings
Arizona
$15.4M -$399K -10,149 -3%
Bank of America
7
Bank of America
North Carolina
$15.2M -$4.06M -103,347 -21%
Jane Street
8
Jane Street
New York
$14.8M +$2.19M +55,809 +18%
Wells Fargo
9
Wells Fargo
California
$10.2M -$12.8M -324,526 -56%
WFS
10
Weitzel Financial Services
Iowa
$8.11M +$663K +16,879 +9%
AWM
11
AE Wealth Management
Kansas
$8.07M +$293K +7,450 +4%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$6.87M -$816K -20,769 -11%
WCG
13
Weaver Consulting Group
California
$6.62M -$120K -3,061 -2%
AAS
14
Ameritas Advisory Services
Nebraska
$6.33M -$1.86M -47,303 -23%
Truist Financial
15
Truist Financial
North Carolina
$5.7M -$851K -21,655 -13%
TCMP
16
Thrive Capital Management (Pennsylvania)
Pennsylvania
$4.63M -$363K -9,236 -7%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$4.41M -$204K -5,186 -4%
IAG
18
Investment Advisory Group
Massachusetts
$4.39M +$70K +1,781 +2%
BCM
19
Brookstone Capital Management
Illinois
$4.37M -$177K -4,498 -4%
JWCA
20
J.W. Cole Advisors
Florida
$4.29M +$3.44M +87,460 +432%
FFBTD
21
First Financial Bank - Trust Division
Ohio
$3.85M -$532K -13,547 -12%
LPAM
22
Lodestar Private Asset Management
California
$3.52M -$25.3K -644 -0.7%
Ameriprise
23
Ameriprise
Minnesota
$3.38M -$1.59M -40,359 -32%
FFN
24
Focus Financial Network
Minnesota
$3.31M +$584K +14,872 +22%
WA
25
Win Advisors
Florida
$3.11M +$3.06M +77,861 New