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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$101M +$784K +19,635 +0.8%
LPL Financial
2
LPL Financial
California
$30.4M -$492K -12,326 -2%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$17M -$375K -9,405 -2%
Bank of America
4
Bank of America
North Carolina
$16M +$541K +13,551 +4%
Morgan Stanley
5
Morgan Stanley
New York
$14.8M -$10.9M -274,222 -43%
Osaic Holdings
6
Osaic Holdings
Arizona
$12.3M -$3.29M -82,396 -21%
TA
7
Tiedemann Advisors
New York
$10.9M -$15.8M -395,592 -59%
WFS
8
Weitzel Financial Services
Iowa
$8.73M +$543K +13,604 +7%
Wells Fargo
9
Wells Fargo
California
$8.2M -$2.13M -53,249 -21%
Jane Street
10
Jane Street
New York
$7.49M -$7.42M -185,956 -50%
FAIM
11
Financial Advocates Investment Management
Washington
$7.48M +$689K +17,248 +112%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$6.96M -$6.31K -158 -0.1%
AWM
13
AE Wealth Management
Kansas
$6.85M -$1.32M -33,024 -16%
WCG
14
Weaver Consulting Group
California
$6.61M -$95.8K -2,400 -1%
RL
15
Retireful LLC
Michigan
$5.17M +$3.44M +86,046 +205%
Truist Financial
16
Truist Financial
North Carolina
$4.54M -$1.22M -30,549 -21%
IAG
17
Investment Advisory Group
Massachusetts
$4.53M +$82K +2,053 +2%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$4.53M +$61.7K +1,546 +1%
TCMP
19
Thrive Capital Management (Pennsylvania)
Pennsylvania
$4.5M -$219K -5,473 -5%
BCM
20
Brookstone Capital Management
Illinois
$4.5M +$129K +3,234 +3%
PA
21
Paragon Advisors
Texas
$3.82M +$812K +20,339 +27%
FFBTD
22
First Financial Bank - Trust Division
Ohio
$3.72M -$187K -4,674 -5%
CWA
23
Consilium Wealth Advisory
Texas
$3.68M +$3.28M +82,239 +935%
LPAM
24
Lodestar Private Asset Management
California
$3.6M +$35.3K +885 +1%
FFN
25
Focus Financial Network
Minnesota
$3.41M +$56.8K +1,422 +2%