We are live on ! Find out more
AOM icon

iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SBL
51
Sargent Bickham Lagudis
Colorado
$329K
AFP
52
Ausdal Financial Partners
Iowa
$329K +$61.9K +1,725 +24%
B
53
Bridgeworth
Alabama
$308K +$31.8K +885 +12%
Janney Montgomery Scott
54
Janney Montgomery Scott
Pennsylvania
$262K -$5.92K -165 -2%
PCFFS
55
Pacific Center for Financial Services
California
$261K
VFP
56
Verus Financial Partners
Virginia
$251K +$248K +6,893 New
ERIM
57
Eagle Ridge Investment Management
Connecticut
$249K -$12.6K -350 -5%
ICOA
58
Investment Centers of America
North Dakota
$248K +$246K +6,839 New
GWM
59
Geneos Wealth Management
Colorado
$246K +$1.26K +35 +0.5%
VFA
60
Voya Financial Advisors
Connecticut
$232K +$228K +6,353 New
HighTower Advisors
61
HighTower Advisors
Illinois
$224K -$19K -530 -8%
EK
62
Evensky & Katz
Florida
$220K +$204K +5,671 +1,516%
ODG
63
O'Dell Group
Ohio
$219K
Baird Financial Group
64
Baird Financial Group
Wisconsin
$218K -$89K -2,480 -29%
Envestnet Asset Management
65
Envestnet Asset Management
Illinois
$213K -$374K -10,424 -64%
RCA
66
Rowland Carmichael Advisors
Arizona
$120K +$45.1K +1,255 +61%
JP Morgan Chase
67
JP Morgan Chase
New York
$82K
CFD
68
Creative Financial Designs
Indiana
$69K +$68.6K +1,910 New
TFO
69
Tarbox Family Office
California
$64K
JFA
70
JNBA Financial Advisors
Minnesota
$61K +$32.2K +897 +113%
PA
71
Parallel Advisors
California
$58K
OAJ
72
Ogorek Anthony Joseph
New York
$52K +$36K +1,002 +224%
CCM
73
Cribstone Capital Management
Maine
$49K -$23.9K -665 -33%
WIM
74
Westside Investment Management
California
$36.3K +$35.9K +1,000 New
Carson Wealth (CWM LLC)
75
Carson Wealth (CWM LLC)
Nebraska
$34K