We are live on ! Find out more
AOM icon

iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BCM
26
Brookstone Capital Management
Illinois
$4.46M +$133K +3,514 +3%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$4.43M +$3.59M +94,757 +435%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$4.4M -$319K -8,424 -7%
FFBTD
29
First Financial Bank - Trust Division
Ohio
$4.19M +$4.18M +110,223 New
IAG
30
Investment Advisory Group
Massachusetts
$4.12M -$24.1K -637 -0.6%
LPAM
31
Lodestar Private Asset Management
California
$3.38M +$3.37M +88,967 New
RFM
32
Royal Fund Management
Florida
$2.88M -$29.7K -783 -1%
PA
33
Paragon Advisors
Texas
$2.65M +$2.16M +57,093 +454%
MA
34
Mutual Advisors
Nebraska
$2.59M +$274K +7,228 +12%
FFN
35
Focus Financial Network
Minnesota
$2.59M -$768K -20,266 -23%
MOS
36
MGO One Seven
Ohio
$2.54M +$2.54M +66,884 New
AL
37
Aspiriant LLC
California
$2.46M -$696K -18,369 -22%
BFA
38
Beacon Financial Advisory
Ohio
$2.39M -$738K -19,478 -24%
CCM
39
Coldstream Capital Management
Washington
$2.39M +$2.38M +62,754 New
OAM
40
Oppenheimer Asset Management
New York
$2.35M +$1.09M +28,658 +87%
UBS Group
41
UBS Group
Switzerland
$2.2M +$977K +25,763 +80%
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$2.1M +$395K +10,411 +23%
SAF
43
Smith Anglin Financial
Texas
$2.08M +$2.07M +54,611 New
AAS
44
Annex Advisory Services
Wisconsin
$2M +$98.1K +2,588 +5%
CA
45
Cetera Advisors
Colorado
$1.99M +$1.4M +37,023 +241%
WA
46
Waverly Advisors
Alabama
$1.93M -$60.9K -1,607 -3%
CAN
47
Cetera Advisor Networks
California
$1.92M +$533K +14,054 +39%
OCM
48
One Capital Management
California
$1.7M +$1.32M +34,844 +357%
VAS
49
Vestmark Advisory Solutions
Massachusetts
$1.66M +$1.65M +43,631 New
Stifel Financial
50
Stifel Financial
Missouri
$1.61M +$1.04M +27,330 +183%