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iShares Core Moderate Allocation ETF
AOM

Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$123M +$75.5K +1,722 +0.1%
LPL Financial
2
LPL Financial
California
$42.3M +$1.64M +37,484 +4%
Morgan Stanley
3
Morgan Stanley
New York
$16M -$813K -18,542 -5%
FIA
4
Foundations Investment Advisors
Arizona
$13.7M +$1.35M +30,870 +11%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$13.1M -$337K -7,676 -3%
WFS
6
Weitzel Financial Services
Iowa
$12.2M +$286K +6,530 +2%
KCPG
7
Kavar Capital Partners Group
Kansas
$12.1M +$11.8M +269,074 New
Ameriprise
8
Ameriprise
Minnesota
$11.5M +$504K +11,485 +5%
HIP
9
HUB Investment Partners
Texas
$10.5M +$442K +10,074 +5%
Wells Fargo
10
Wells Fargo
California
$10.5M +$2.66M +60,682 +35%
Bank of America
11
Bank of America
North Carolina
$8.42M -$916K -20,900 -10%
Osaic Holdings
12
Osaic Holdings
Arizona
$7.59M -$171K -3,902 -2%
FFN
13
Focus Financial Network
Minnesota
$7.58M +$2.96M +67,429 +67%
WCG
14
Weaver Consulting Group
California
$7.12M +$60.6K +1,382 +0.9%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$7.01M -$198K -4,520 -3%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$6.67M -$653K -14,886 -9%
IAG
17
Investment Advisory Group
Massachusetts
$5.88M +$81.3K +1,855 +1%
E3F
18
Eight 31 Financial
Texas
$5.23M +$101K +2,305 +2%
BCM
19
Brookstone Capital Management
Illinois
$4.9M +$35.4K +808 +0.7%
RFM
20
Royal Fund Management
Florida
$4.54M +$674K +15,360 +18%
Truist Financial
21
Truist Financial
North Carolina
$4.38M -$23.1K -527 -0.5%
CWA
22
Consilium Wealth Advisory
Texas
$4.36M -$9.95K -227 -0.2%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$4.28M +$578K +13,184 +16%
Wealth Enhancement Advisory Services
24
Wealth Enhancement Advisory Services
Minnesota
$4.17M +$12.9K +295 +0.3%
LPAM
25
Lodestar Private Asset Management
California
$3.8M +$33.8K +771 +0.9%
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