We are live on ! Find out more
AOM icon

iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
51
Susquehanna International Group
Pennsylvania
$729K +$253K +6,449 +48%
NAS
52
Nicolet Advisory Services
Wisconsin
$726K -$184K -4,711 -19%
SPIA
53
Steward Partners Investment Advisory
New York
$689K
EA
54
Efficient Advisors
Ohio
$685K +$17.1K +437 +2%
NWM
55
Northwest Wealth Management
Iowa
$667K -$117K -3,000 -14%
WP
56
WealthPLAN Partners
Nebraska
$666K -$126K -3,224 -16%
FAIM
57
Financial Advocates Investment Management
Washington
$656K -$11K -280 -2%
RWM
58
Ritholtz Wealth Management
New York
$642K +$23.6K +603 +4%
Jane Street
59
Jane Street
New York
$623K +$665K +16,969 New
VWA
60
Visionary Wealth Advisors
Illinois
$621K +$63K +1,608 +11%
DC
61
Davenport & Co
Virginia
$603K -$18.5K -473 -3%
AL
62
Aspiriant LLC
California
$600K +$639K +16,325 New
APA
63
American Portfolios Advisors
New York
$596K -$22.7K -580 -3%
RFN
64
RDA Financial Network
Iowa
$591K -$18.2K -465 -3%
Deutsche Bank
65
Deutsche Bank
Germany
$535K +$454K +11,601 +393%
MAFM
66
Mid Atlantic Financial Management
Pennsylvania
$523K +$211K +5,384 +61%
SS
67
Simplicity Solutions
Minnesota
$507K -$1.86M -47,522 -77%
KA
68
Kovack Advisors
Florida
$498K -$280K -7,152 -35%
GWAG
69
Garrett Wealth Advisory Group
Texas
$490K
CAPTRUST Financial Advisors
70
CAPTRUST Financial Advisors
North Carolina
$483K -$1.02M -25,953 -66%
CA
71
Cetera Advisors
Colorado
$481K -$78.8K -2,012 -13%
ACS
72
Archford Capital Strategies
Illinois
$477K -$30.6K -781 -6%
AAP
73
Arax Advisory Partners
Colorado
$456K +$226K +5,775 +87%
BIAS
74
Beacon Investment Advisory Services
New Jersey
$448K +$8.93K +228 +2%
SPC
75
Sigma Planning Corp
Michigan
$443K +$129K +3,297 +38%