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iShares Core Moderate Allocation ETF
AOM

Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$105M +$755K +19,058 +0.8%
RJA
2
Raymond James & Associates
Florida
$42.2M +$38.8M +979,897 +2,679%
Wells Fargo
3
Wells Fargo
California
$40.8M +$30.3M +764,806 +353%
LPL Financial
4
LPL Financial
California
$38.9M +$1.44M +36,435 +4%
Morgan Stanley
5
Morgan Stanley
New York
$35.5M +$11.8M +298,841 +54%
JP Morgan Chase
6
JP Morgan Chase
New York
$16.5M +$15.2M +384,706 +2,852%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$14.3M -$4.38M -110,593 -24%
Osaic Holdings
8
Osaic Holdings
Arizona
$12M -$2.71M -68,443 -19%
KCPG
9
Kavar Capital Partners Group
Kansas
$11.4M +$10.9M +274,530 New
WFS
10
Weitzel Financial Services
Iowa
$10.2M +$713K +17,982 +8%
Bank of America
11
Bank of America
North Carolina
$9M -$6.39M -161,226 -43%
Ameriprise
12
Ameriprise
Minnesota
$8.84M +$5.1M +128,718 +153%
AWM
13
AE Wealth Management
Kansas
$7.93M -$2.15M -54,144 -22%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$6.72M -$341K -8,612 -5%
WCG
15
Weaver Consulting Group
California
$6.39M -$295K -7,452 -5%
AG
16
AlTi Global
New York
$6.37M +$6.09M +153,573 New
CWA
17
Consilium Wealth Advisory
Texas
$5.51M +$998K +25,184 +23%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$5.49M +$645K +16,265 +14%
IAG
19
Investment Advisory Group
Massachusetts
$4.99M +$180K +4,533 +4%
BCM
20
Brookstone Capital Management
Illinois
$4.91M +$150K +3,793 +3%
BCI
21
Brinker Capital Investments
Pennsylvania
$4.62M +$4.45M +112,171 New
OPS
22
Orion Portfolio Solutions
Nebraska
$4.62M +$4.45M +112,171 New
Truist Financial
23
Truist Financial
North Carolina
$4.28M -$138K -3,474 -3%
Wealth Enhancement Advisory Services
24
Wealth Enhancement Advisory Services
Minnesota
$4.24M -$315K -7,938 -7%
PA
25
Paragon Advisors
Texas
$3.91M +$842K +21,233 +29%
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