We are live on ! Find out more
AOM icon

iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PA
226
Pineridge Advisors
Missouri
$44K +$88 +2 +0.2%
AssetMark Inc
227
AssetMark Inc
California
$40K +$25.2K +570 +191%
Northwestern Mutual Wealth Management
228
Northwestern Mutual Wealth Management
Wisconsin
$37.2K -$751 -17 -2%
T
229
Transce3nd
Texas
$36.2K -$23.7K -536 -41%
WA
230
WestEnd Advisors
North Carolina
$29.1K +$25.4K +574 +1,007%
WWM
231
Wolff Wiese Magana
California
$29K +$88 +2 +0.3%
AIC
232
Archer Investment Corporation
Indiana
$28.9K +$88 +2 +0.3%
BWL
233
Bogart Wealth LLC
Virginia
$27.4K
OFG
234
Oxford Financial Group
Indiana
$25.4K
UCB
235
United Community Bank
South Carolina
$23K
DAM
236
Delta Asset Management
Tennessee
$21.4K -$442 -10 -2%
WTFG
237
Wood Tarver Financial Group
Idaho
$21K -$1.85K -42 -8%
SWM
238
Spire Wealth Management
Virginia
$19.6K -$9.5K -215 -33%
CFD
239
Creative Financial Designs
Indiana
$19.6K +$15.7K +355 +507%
IA
240
IFP Advisors
Florida
$18.9K
BA
241
Bellwether Advisors
Nebraska
$17.1K +$839 +19 +5%
BCM
242
Boreal Capital Management
Florida
$17.1K +$16.4K +371 New
CAL
243
Capital Analysts LLC
Pennsylvania
$17K -$265 -6 -2%
AIA
244
Aventus Investment Advisors
Florida
$16.7K +$20.8K +470 New
Qube Research & Technologies (QRT)
245
Qube Research & Technologies (QRT)
United Kingdom
$16.3K -$91.2K -2,064 -85%
MWA
246
Medallion Wealth Advisors
Connecticut
$14.5K +$88 +2 +0.6%
EWP
247
Elevation Wealth Partners
California
$13.1K +$88 +2 +0.7%
CI
248
CX Institutional
Indiana
$11K
SAM
249
Smartleaf Asset Management
Massachusetts
$11K +$10.6K +239 New
CAM
250
Creekmur Asset Management
Illinois
$9.62K