We are live on ! Find out more
AOM icon

iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RCA
26
Rowland Carmichael Advisors
Arizona
$2.25M +$44.8K +1,160 +2%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$2.13M +$337K +8,746 +20%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$1.88M +$1.06M +27,402 +138%
UCFA
29
United Capital Financial Advisors
Texas
$1.87M +$1.81M +46,977 New
UBS Group
30
UBS Group
Switzerland
$1.68M -$3.67M -95,195 -69%
AWM
31
AE Wealth Management
Kansas
$1.67M +$127K +3,303 +9%
CIA
32
Compass Ion Advisors
Pennsylvania
$1.65M -$429K -11,126 -21%
SW
33
SlateStone Wealth
Florida
$1.65M -$6.98M -181,012 -81%
BFA
34
Beacon Financial Advisory
Ohio
$1.58M +$34.1K +883 +2%
AAS
35
Annex Advisory Services
Wisconsin
$1.55M +$145K +3,762 +11%
MFS
36
Madrona Financial Services
Washington
$1.52M +$32.5K +843 +2%
NG
37
Northstar Group
New York
$1.46M -$206K -5,348 -13%
WA
38
Waverly Advisors
Alabama
$1.4M +$58.5K +1,517 +5%
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$1.39M -$61.7K -1,599 -4%
Renaissance Technologies
40
Renaissance Technologies
New York
$1.38M +$1M +26,000 +306%
TCBWMS
41
Texas Capital Bank Wealth Management Services
Texas
$1.29M
MHS
42
M Holdings Securities
Oregon
$1.27M
Jane Street
43
Jane Street
New York
$1.27M +$572K +14,832 +87%
SFG
44
StrategIQ Financial Group
Indiana
$1.23M +$53.4K +1,383 +5%
VFP
45
Verus Financial Partners
Virginia
$1.07M -$347 -9 -0%
DAS
46
Dynamic Advisor Solutions
Arizona
$1.07M +$89.4K +2,317 +9%
EK
47
Evensky & Katz
Florida
$1.06M +$167K +4,340 +20%
RFN
48
RDA Financial Network
Iowa
$1M +$350K +9,075 +56%
MSA
49
Marino Stram & Associates
Massachusetts
$886K +$22.4K +581 +3%
SW
50
SteelPeak Wealth
California
$858K +$830K +21,514 New