We are live on ! Find out more
AOM icon

iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EIG
26
Ellenbecker Investment Group
Wisconsin
$3.85M +$125K +2,597 +3%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$3.82M +$258K +5,356 +7%
HFA
28
Hershey Financial Advisers
Pennsylvania
$3.78M +$3.85M +79,809 New
OBWG
29
Onyx Bridge Wealth Group
New York
$3.68M -$17.7K -367 -0.5%
TFG
30
Taylor Financial Group
Virginia
$3.68M +$149K +3,097 +4%
Focus Partners Wealth
31
Focus Partners Wealth
Massachusetts
$3.65M -$34.6K -717 -0.9%
CWA
32
Consilium Wealth Advisory
Texas
$3.63M -$751K -15,580 -17%
AAS
33
Ameritas Advisory Services
Nebraska
$3.6M -$88K -1,824 -2%
BCM
34
Brookstone Capital Management
Illinois
$3.47M +$44.6K +925 +1%
SI
35
Seeds Investor
New York
$3.44M -$436K -9,033 -11%
Wealth Enhancement Advisory Services
36
Wealth Enhancement Advisory Services
Minnesota
$3.24M -$1.07M -22,272 -25%
JP Morgan Chase
37
JP Morgan Chase
New York
$3.14M +$2.34M +48,429 +257%
MA
38
Mutual Advisors
Nebraska
$3.14M -$66K -1,368 -2%
VH
39
VVR Holdings
Washington
$2.9M -$174K -3,614 -6%
KAS
40
Kestra Advisory Services
Texas
$2.88M +$439K +9,104 +18%
PAG
41
Private Advisor Group
New Jersey
$2.74M +$58.3K +1,208 +2%
JSA
42
Jim Saulnier & Associates
Colorado
$2.69M +$433K +8,971 +19%
AL
43
Aspiriant LLC
California
$2.35M +$215K +4,451 +10%
TPWA
44
TRUE Private Wealth Advisors
Oregon
$2.35M -$43.1K -894 -2%
EA
45
Enclave Advisors
Texas
$2.19M -$52.7K -1,092 -2%
BFA
46
Beacon Financial Advisory
Ohio
$2.1M +$25.1K +520 +1%
MWM
47
Manske Wealth Management
Texas
$1.99M -$24.1K -500 -1%
Stifel Financial
48
Stifel Financial
Missouri
$1.79M -$99K -2,052 -5%
LF
49
LifePlan Financial
Minnesota
$1.77M +$256K +5,302 +17%
DWM
50
Denver Wealth Management
Colorado
$1.71M +$781K +16,201 +82%