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iShares Core Moderate Allocation ETF
AOM

Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$135M +$713K +16,145 +0.6%
LPL Financial
2
LPL Financial
California
$45.6M -$213K -4,818 -0.5%
FIA
3
Foundations Investment Advisors
Arizona
$23.2M +$3.35M +75,933 +18%
Morgan Stanley
4
Morgan Stanley
New York
$18.8M -$6.98M -158,040 -28%
MFS
5
Madrid Financial Services
California
$17M +$1.01M +22,909 +7%
Ameriprise
6
Ameriprise
Minnesota
$13M +$786K +17,790 +7%
HIP
7
HUB Investment Partners
Texas
$12.9M +$280K +6,346 +2%
WFS
8
Weitzel Financial Services
Iowa
$12.8M -$111K -2,515 -0.9%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$12.8M +$90.8K +2,056 +0.7%
KCPG
10
Kavar Capital Partners Group
Kansas
$12.3M +$11.8M +267,607 New
Wells Fargo
11
Wells Fargo
California
$11.6M -$101K -2,283 -0.9%
Osaic Holdings
12
Osaic Holdings
Arizona
$10.7M +$257K +5,826 +3%
Bank of America
13
Bank of America
North Carolina
$9.21M +$48K +1,087 +0.5%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$7.64M +$496K +11,226 +7%
WCG
15
Weaver Consulting Group
California
$7.41M +$44.2K +1,000 +0.6%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$6.52M +$113K +2,566 +2%
IAG
17
Investment Advisory Group
Massachusetts
$6.49M +$212K +4,795 +4%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$6.09M +$4.82K +109 +0.1%
AAS
19
Ameritas Advisory Services
Nebraska
$5.9M +$874K +19,775 +18%
LPAM
20
Lodestar Private Asset Management
California
$5.62M +$482K +10,917 +10%
RFM
21
Royal Fund Management
Florida
$4.91M +$111K +2,511 +2%
AWM
22
AE Wealth Management
Kansas
$4.79M +$3.76M +85,199 +452%
AT
23
American Trust
Kentucky
$4.52M +$4.33M +98,085 New
FFN
24
Focus Financial Network
Minnesota
$4.48M -$1.29M -29,106 -23%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$4.3M +$553K +12,509 +15%
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