We are live on ! Find out more
AOM icon

iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KWM
226
Keebeck Wealth Management
Illinois
– -$621K -15,572 Closed
RPSA
227
Richard P. Slaughter Associates
Texas
– -$541K -13,578 Closed
CCM
228
Coldstream Capital Management
Washington
– -$502K -12,586 Closed
DC
229
Davenport & Co
Virginia
– -$487K -12,215 Closed
AWE
230
Avidian Wealth Enterprises
Texas
– -$458K -11,503 Closed
PA
231
PFG Advisors
Arizona
– -$348K -8,733 Closed
AT
232
American Trust
Kentucky
– -$290K -7,244 Closed
OAM
233
Occidental Asset Management
California
– -$283K -7,092 Closed
NP
234
NorthRock Partners
Minnesota
– -$276K -6,936 Closed
Thrivent Financial for Lutherans
235
Thrivent Financial for Lutherans
Minnesota
– -$227K -5,743 Closed
MIC
236
Means Investment Company
Maine
– -$217K -5,456 Closed
BOPW
237
Brandywine Oak Private Wealth
Pennsylvania
– -$214K -5,371 Closed
FPAS
238
Focus Partners Advisor Solutions
Missouri
– -$205K -5,138 Closed
BAM
239
Belpointe Asset Management
Nevada
– -$139K -3,493 Closed
ASN
240
Advisory Services Network
Georgia
– -$133K -3,329 Closed
TWA
241
TCI Wealth Advisors
Arizona
– -$125K -3,126 Closed
BA
242
Bellwether Advisors
Nebraska
– -$22.6K -566 Closed
TWM
243
Tradition Wealth Management
Minnesota
– -$20K -490 Closed