We are live on ! Find out more
AOM icon

iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFA
26
Beacon Financial Advisory
Ohio
$3.58M -$929K -21,338 -20%
WFS
27
Weitzel Financial Services
Iowa
$3.54M +$721K +16,544 +25%
RFM
28
Royal Fund Management
Florida
$3.25M +$367K +8,430 +13%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$3.16M +$541K +12,421 +20%
WA
30
Win Advisors
Florida
$2.96M +$3M +68,996 New
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$2.73M -$785K -18,033 -22%
WA
32
Waverly Advisors
Alabama
$2.48M +$116K +2,672 +5%
MA
33
Mutual Advisors
Nebraska
$2.33M +$302K +6,941 +15%
RWM
34
Reston Wealth Management
Virginia
$2.25M +$9.63K +221 +0.4%
RJA
35
Raymond James & Associates
Florida
$2.2M -$4.1M -94,137 -65%
KAS
36
Kestra Advisory Services
Texas
$2.16M +$16.6K +380 +0.8%
Jane Street
37
Jane Street
New York
$2.09M +$2.11M +48,555 New
AAS
38
Annex Advisory Services
Wisconsin
$2.08M +$21K +482 +1%
HIP
39
Harrell Investment Partners
Texas
$1.94M +$1.96M +45,065 New
ACP
40
Aveo Capital Partners
Colorado
$1.81M -$12.9K -296 -0.7%
UBS Group
41
UBS Group
Switzerland
$1.77M -$968K -22,220 -35%
GM
42
GeoWealth Management
Illinois
$1.75M -$7.14M -164,004 -80%
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$1.73M +$1.75M +40,193 New
SPIA
44
Steward Partners Investment Advisory
New York
$1.71M -$460K -10,571 -21%
IFG
45
Independent Financial Group
California
$1.54M +$74K +1,700 +5%
SWRP
46
Summit Wealth & Retirement Planning
California
$1.54M -$1.55M -35,589 -50%
KA
47
Kovack Advisors
Florida
$1.54M -$20.3K -466 -1%
Citadel Advisors
48
Citadel Advisors
Florida
$1.5M +$1.03M +23,653 +209%
Mercer Global Advisors
49
Mercer Global Advisors
Colorado
$1.46M -$129K -2,962 -8%
SFG
50
StrategIQ Financial Group
Indiana
$1.45M +$33.3K +765 +2%