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iShares Core Moderate Allocation ETF
AOM

Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$119M +$805K +18,142 +0.7%
Morgan Stanley
2
Morgan Stanley
New York
$47.7M +$33M +743,704 +210%
Wells Fargo
3
Wells Fargo
California
$42.1M +$32.7M +737,023 +318%
LPL Financial
4
LPL Financial
California
$41.3M +$500K +11,282 +1%
Raymond James Financial
5
Raymond James Financial
Florida
$31.9M +$32.6M +735,114 New
Ameriprise
6
Ameriprise
Minnesota
$17.5M +$6.5M +146,600 +57%
FIA
7
Foundations Investment Advisors
Arizona
$15.5M +$2.35M +52,973 +17%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$13.8M +$1.23M +27,717 +10%
WFS
9
Weitzel Financial Services
Iowa
$11.9M +$184K +4,159 +2%
MFS
10
Madrid Financial Services
California
$11.4M +$11.6M +262,605 New
HIP
11
HUB Investment Partners
Texas
$11.1M +$987K +22,257 +10%
Osaic Holdings
12
Osaic Holdings
Arizona
$8.88M +$1.6M +36,092 +21%
FFN
13
Focus Financial Network
Minnesota
$8.23M +$949K +21,404 +13%
Bank of America
14
Bank of America
North Carolina
$8.15M +$44.4K +1,000 +0.5%
AT
15
American Trust
Kentucky
$7.21M +$7.36M +165,906 New
WCG
16
Weaver Consulting Group
California
$6.95M +$99.3K +2,238 +1%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$6.54M -$221K -4,977 -3%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$6.33M -$98.4K -2,218 -2%
IAG
19
Investment Advisory Group
Massachusetts
$5.83M +$174K +3,934 +3%
Wealth Enhancement Advisory Services
20
Wealth Enhancement Advisory Services
Minnesota
$5.23M +$1.25M +28,098 +30%
E3F
21
Eight 31 Financial
Texas
$5M -$27.3K -616 -0.5%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$4.97M +$5.08M +114,459 New
AAS
23
Ameritas Advisory Services
Nebraska
$4.89M +$2.02M +45,564 +68%
RFM
24
Royal Fund Management
Florida
$4.43M +$56.4K +1,271 +1%
RL
25
Retireful LLC
Michigan
$4.38M +$4.47M +100,834 New
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