We are live on ! Find out more
AOM icon

iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAN
51
Cetera Advisor Networks
California
$648K -$903 -24 -0.1%
DAS
52
Dynamic Advisor Solutions
Arizona
$638K +$164K +4,355 +34%
AIP
53
Ahrens Investment Partners
Louisiana
$604K +$56.4K +1,500 +10%
FAIM
54
Financial Advocates Investment Management
Washington
$541K +$31.1K +826 +6%
Vanguard Capital Wealth Advisors
55
Vanguard Capital Wealth Advisors
Colorado
$523K -$14.3K -379 -3%
IA
56
IFP Advisors
Florida
$482K -$40.6K -1,078 -8%
OAM
57
Occidental Asset Management
California
$470K +$15.2K +404 +3%
BBA
58
Braun-Bostich & Associates
Pennsylvania
$452K -$110K -2,914 -19%
Lido Advisors
59
Lido Advisors
California
$396K -$5.04K -134 -1%
Envestnet Asset Management
60
Envestnet Asset Management
Illinois
$387K +$33.4K +888 +9%
FAAS
61
First Allied Advisory Services
California
$364K -$26.3K -700 -7%
CCM
62
Coldstream Capital Management
Washington
$343K -$8.16K -217 -2%
SBL
63
Sargent Bickham Lagudis
Colorado
$340K
MPPLM
64
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$336K +$33.2K +882 +11%
MA
65
Mutual Advisors
Nebraska
$329K +$75 +2 +0%
BCI
66
Brinker Capital Investments
Pennsylvania
$321K +$1.09K +29 +0.3%
CG
67
CFO4Life Group
Texas
$318K +$319K +8,473 New
AWM
68
Avior Wealth Management
Nebraska
$312K +$27.1K +720 +9%
SFWA
69
Summit Financial Wealth Advisors
Louisiana
$311K
B
70
Bridgeworth
Alabama
$285K -$17.5K -466 -6%
AWM
71
AE Wealth Management
Kansas
$281K -$8.39K -223 -3%
SC
72
Scotia Capital
Ontario, Canada
$274K
BIAS
73
Beacon Investment Advisory Services
New Jersey
$270K +$941 +25 +0.3%
HighTower Advisors
74
HighTower Advisors
Illinois
$269K +$2.22K +59 +0.8%
RPG
75
Risk Paradigm Group
Texas
$266K