We are live on ! Find out more
AOM icon

iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FAIM
51
Financial Advocates Investment Management
Washington
$514K -$6.82K -179 -1%
DAS
52
Dynamic Advisor Solutions
Arizona
$477K +$876 +23 +0.2%
OAM
53
Occidental Asset Management
California
$457K +$41K +1,075 +10%
BSWM
54
Boston Standard Wealth Management
Massachusetts
$437K +$16K +420 +4%
JWM
55
Jackson Wealth Management
Florida
$411K +$15.3K +401 +4%
Lido Advisors
56
Lido Advisors
California
$404K +$31.4K +823 +8%
FAAS
57
First Allied Advisory Services
California
$392K +$13.4K +351 +4%
CCM
58
Coldstream Capital Management
Washington
$354K -$1.46M -38,413 -80%
Envestnet Asset Management
59
Envestnet Asset Management
Illinois
$352K +$27.7K +727 +8%
SBL
60
Sargent Bickham Lagudis
Colorado
$342K
MA
61
Mutual Advisors
Nebraska
$331K -$15.8K -415 -5%
BCI
62
Brinker Capital Investments
Pennsylvania
$322K +$73.8K +1,937 +29%
SFWA
63
Summit Financial Wealth Advisors
Louisiana
$311K
MPPLM
64
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$305K +$49K +1,287 +19%
B
65
Bridgeworth
Alabama
$303K +$307K +8,069 New
AWM
66
AE Wealth Management
Kansas
$291K -$218K -5,721 -43%
AWM
67
Avior Wealth Management
Nebraska
$286K -$97.3K -2,555 -25%
SC
68
Scotia Capital
Ontario, Canada
$274K +$276K +7,253 New
HighTower Advisors
69
HighTower Advisors
Illinois
$272K +$10.1K +264 +4%
BIAS
70
Beacon Investment Advisory Services
New Jersey
$270K
RPG
71
Risk Paradigm Group
Texas
$268K
Janney Montgomery Scott
72
Janney Montgomery Scott
Pennsylvania
$263K -$1.18K -31 -0.4%
ODG
73
O'Dell Group
Ohio
$246K +$2.78K +73 +1%
Citadel Advisors
74
Citadel Advisors
Florida
$234K -$363K -9,519 -61%
VFA
75
Voya Financial Advisors
Connecticut
$234K +$6.17K +162 +3%