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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$97.3M -$165K -4,129 -0.2%
LPL Financial
2
LPL Financial
California
$35.1M +$5.91M +147,776 +20%
Morgan Stanley
3
Morgan Stanley
New York
$21.7M +$7.6M +190,166 +52%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$17.7M +$1.38M +34,455 +8%
Bank of America
5
Bank of America
North Carolina
$14.7M -$691K -17,284 -4%
Osaic Holdings
6
Osaic Holdings
Arizona
$13.9M +$2.14M +53,482 +18%
AWM
7
AE Wealth Management
Kansas
$9.57M +$3.05M +76,212 +45%
WFS
8
Weitzel Financial Services
Iowa
$8.73M +$496K +12,417 +6%
Wells Fargo
9
Wells Fargo
California
$8.45M +$564K +14,102 +7%
TA
10
Tiedemann Advisors
New York
$7.55M -$3.06M -76,436 -28%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$6.64M -$60.3K -1,508 -0.9%
WCG
12
Weaver Consulting Group
California
$6.28M -$90K -2,251 -1%
Jane Street
13
Jane Street
New York
$5.51M -$1.75M -43,752 -24%
FAIM
14
Financial Advocates Investment Management
Washington
$5.25M +$2.56M +64,068 +196%
WANY
15
Wealthspire Advisors (New York)
New York
$4.94M +$5.08M +126,992 New
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$4.52M +$154K +3,852 +3%
IAG
17
Investment Advisory Group
Massachusetts
$4.5M +$139K +3,471 +3%
BCM
18
Brookstone Capital Management
Illinois
$4.36M +$54.6K +1,365 +1%
TCMP
19
Thrive Capital Management (Pennsylvania)
Pennsylvania
$4.33M -$7.08K -177 -0.2%
Wealth Enhancement Advisory Services
20
Wealth Enhancement Advisory Services
Minnesota
$4.29M +$4.4M +110,104 New
CWA
21
Consilium Wealth Advisory
Texas
$4.19M +$659K +16,491 +18%
Truist Financial
22
Truist Financial
North Carolina
$4.15M -$230K -5,745 -5%
AAS
23
Ameritas Advisory Services
Nebraska
$4.15M +$4.26M +106,551 New
FFBTD
24
First Financial Bank - Trust Division
Ohio
$3.31M -$278K -6,946 -8%
Ameriprise
25
Ameriprise
Minnesota
$3.28M +$90.3K +2,260 +3%