We are live on ! Find out more
AOM icon

iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PGAM
226
Princeton Global Asset Management
New Jersey
$2.31K
KFI
227
Key Financial Inc
Pennsylvania
$1.04K
GWANC
228
Guardian Wealth Advisors (North Carolina)
North Carolina
$359 -$196 -5 -36%
IRC
229
Investors Research Corp
Georgia
$40 +$39 +1 New
Franklin Resources
230
Franklin Resources
California
-$48.1M -1,265,188 Closed
BCI
231
Brinker Capital Investments
Pennsylvania
-$5.32M -140,084 Closed
Janney Montgomery Scott
232
Janney Montgomery Scott
Pennsylvania
-$4.43M -116,549 Closed
MOS
233
MGO One Seven
Ohio
-$2.54M -66,884 Closed
OAM
234
Oppenheimer Asset Management
New York
-$2.35M -61,766 Closed
AAS
235
Annex Advisory Services
Wisconsin
-$2M -52,670 Closed
VAS
236
Vestmark Advisory Solutions
Massachusetts
-$1.66M -43,631 Closed
OFG
237
Orcam Financial Group
California
-$1.6M -42,000 Closed
PFA
238
Pathway Financial Advisors
Vermont
-$1.6M -42,000 Closed
JAWM
239
J. Arnold Wealth Management
Ohio
-$1.41M -36,972 Closed
Mercer Global Advisors
240
Mercer Global Advisors
Colorado
-$1.37M -36,055 Closed
PWMG
241
Prestige Wealth Management Group
New Jersey
-$1.36M -35,749 Closed
CAM
242
Congress Asset Management
Massachusetts
-$931K -24,486 Closed
KL
243
KilterHowling LLC
Colorado
-$885K -23,282 Closed
Rockefeller Capital Management
244
Rockefeller Capital Management
New York
-$748K -19,695 Closed
HFS
245
Hantz Financial Services
Michigan
-$732K -18,636 -100%
AA
246
Advisory Alpha
Michigan
-$465K -12,225 Closed
ACG
247
Allen Capital Group
Nebraska
-$448K -11,795 Closed
KIG
248
Kowal Investment Group
Wisconsin
-$354K -9,315 Closed
ZIM
249
Zacks Investment Management
Illinois
-$354K -9,315 Closed
SF
250
Summit Financial
New Jersey
-$271K -7,123 Closed