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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$128M +$7.16M +162,620 +6%
LPL Financial
2
LPL Financial
California
$43.7M +$2M +45,477 +5%
Morgan Stanley
3
Morgan Stanley
New York
$24.9M -$23.4M -532,095 -48%
FIA
4
Foundations Investment Advisors
Arizona
$18.7M +$3.08M +69,958 +20%
MFS
5
Madrid Financial Services
California
$15.2M +$3.65M +82,819 +32%
WFS
6
Weitzel Financial Services
Iowa
$12.1M +$261K +5,933 +2%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$12.1M -$1.89M -43,036 -14%
HIP
8
HUB Investment Partners
Texas
$12M +$842K +19,136 +8%
Ameriprise
9
Ameriprise
Minnesota
$11.6M -$6.1M -138,517 -34%
Wells Fargo
10
Wells Fargo
California
$11.1M -$31.5M -715,586 -74%
Osaic Holdings
11
Osaic Holdings
Arizona
$9.91M +$946K +21,504 +11%
Bank of America
12
Bank of America
North Carolina
$8.73M +$494K +11,216 +6%
WCG
13
Weaver Consulting Group
California
$7.02M -$2.73K -62 -0%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$6.79M +$2.67M +60,776 +65%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$6.1M -$285K -6,477 -4%
IAG
16
Investment Advisory Group
Massachusetts
$5.97M +$77.1K +1,752 +1%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$5.8M -$807K -18,340 -12%
FFN
18
Focus Financial Network
Minnesota
$5.54M -$2.78M -63,179 -33%
Wealth Enhancement Advisory Services
19
Wealth Enhancement Advisory Services
Minnesota
$5.06M -$231K -5,250 -4%
LPAM
20
Lodestar Private Asset Management
California
$4.88M +$705K +16,023 +17%
AAS
21
Ameritas Advisory Services
Nebraska
$4.75M -$188K -4,270 -4%
RFM
22
Royal Fund Management
Florida
$4.58M +$109K +2,486 +2%
Raymond James Financial
23
Raymond James Financial
Florida
$3.98M -$28.4M -644,374 -88%
Truist Financial
24
Truist Financial
North Carolina
$3.96M -$217K -4,937 -5%
FAIM
25
Financial Advocates Investment Management
Washington
$3.79M +$194K +4,399 +5%