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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$143M +$5.09M +105,583 +4%
LPL Financial
2
LPL Financial
California
$59.6M -$722K -14,962 -1%
Morgan Stanley
3
Morgan Stanley
New York
$33.9M -$6.84M -141,773 -17%
FIA
4
Foundations Investment Advisors
Arizona
$26.5M +$1.37M +28,373 +5%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$15.9M +$685K +14,211 +4%
WFS
6
Weitzel Financial Services
Iowa
$14.8M +$570K +11,814 +4%
Wells Fargo
7
Wells Fargo
California
$13.9M -$12.1M -251,795 -46%
Bank of America
8
Bank of America
North Carolina
$13.6M -$268K -5,556 -2%
AA
9
AJ Advisors
Tennessee
$13M +$278K +5,770 +2%
Ameriprise
10
Ameriprise
Minnesota
$12.4M -$5.13M -106,320 -29%
KCPG
11
Kavar Capital Partners Group
Kansas
$12.3M +$12.5M +259,957 New
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$10.2M -$126K -2,613 -1%
WCG
13
Weaver Consulting Group
California
$8.36M +$108K +2,232 +1%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$7.38M +$520K +10,780 +7%
Osaic Holdings
15
Osaic Holdings
Arizona
$7.15M +$380K +7,879 +6%
LPAM
16
Lodestar Private Asset Management
California
$7.09M +$358K +7,414 +5%
IAG
17
Investment Advisory Group
Massachusetts
$7.07M +$198K +4,115 +3%
GS
18
GTS Securities
Florida
$6.67M +$5.8M +120,166 +585%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$5.92M +$317K +6,564 +6%
FFN
20
Focus Financial Network
Minnesota
$5.49M +$813K +16,857 +17%
RFM
21
Royal Fund Management
Florida
$5.23M -$168K -3,491 -3%
Raymond James Financial
22
Raymond James Financial
Florida
$4.84M -$16.3M -338,445 -77%
WWM
23
Western Wealth Management
Colorado
$4.51M +$87.8K +1,820 +2%
Truist Financial
24
Truist Financial
North Carolina
$4.23M -$67.2K -1,393 -2%
WA
25
Waverly Advisors
Alabama
$4.02M +$64.6K +1,340 +2%