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iShares Core Moderate Allocation ETF
AOM

Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$117M +$2.71M +64,086 +2%
LPL Financial
2
LPL Financial
California
$38.8M -$1.2M -28,241 -3%
Morgan Stanley
3
Morgan Stanley
New York
$16.1M +$1.77M +41,904 +13%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$12.8M -$546K -12,895 -4%
FIA
5
Foundations Investment Advisors
Arizona
$11.7M +$11.6M +273,153 New
WFS
6
Weitzel Financial Services
Iowa
$11.3M +$386K +9,125 +4%
Ameriprise
7
Ameriprise
Minnesota
$10.5M +$1.99M +47,000 +24%
HIP
8
HUB Investment Partners
Texas
$9.56M +$9.22M +217,589 +4,559%
Bank of America
9
Bank of America
North Carolina
$8.93M +$1.91K +45 +0%
Osaic Holdings
10
Osaic Holdings
Arizona
$7.41M -$3.81M -89,867 -34%
Wells Fargo
11
Wells Fargo
California
$7.37M -$2.44M -57,723 -25%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$7M +$1.2M +28,240 +21%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$6.88M -$239K -5,633 -3%
WCG
14
Weaver Consulting Group
California
$6.73M +$66.7K +1,576 +1%
Jane Street
15
Jane Street
New York
$6.19M +$1.62M +38,160 +36%
IAG
16
Investment Advisory Group
Massachusetts
$5.53M -$18.9K -447 -0.3%
AG
17
AlTi Global
New York
$4.95M -$626K -14,783 -11%
E3F
18
Eight 31 Financial
Texas
$4.88M +$4.13M +97,634 +614%
BCM
19
Brookstone Capital Management
Illinois
$4.7M -$484K -11,423 -10%
FFN
20
Focus Financial Network
Minnesota
$4.39M -$2.23M -52,693 -34%
Truist Financial
21
Truist Financial
North Carolina
$4.2M -$207K -4,879 -5%
CWA
22
Consilium Wealth Advisory
Texas
$4.17M -$46.7K -1,102 -1%
Wealth Enhancement Advisory Services
23
Wealth Enhancement Advisory Services
Minnesota
$3.96M -$63K -1,487 -2%
RFM
24
Royal Fund Management
Florida
$3.67M +$89.8K +2,120 +3%
LPAM
25
Lodestar Private Asset Management
California
$3.59M +$169K +3,988 +5%
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