We are live on ! Find out more
AOM icon

iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RFN
51
RDA Financial Network
Iowa
$1.03M -$6.15K -150 -0.6%
RWM
52
Ritholtz Wealth Management
New York
$953K +$139K +3,386 +17%
CIA
53
Compass Ion Advisors
Pennsylvania
$918K -$782K -19,076 -46%
MSA
54
Marino Stram & Associates
Massachusetts
$907K -$5.29K -129 -0.6%
SW
55
SteelPeak Wealth
California
$882K -$861 -21 -0.1%
RBFC
56
Roman Butler Fullerton & Co
Missouri
$842K -$1.02K -25 -0.1%
NAS
57
Nicolet Advisory Services
Wisconsin
$821K +$42.3K +1,031 +5%
Citigroup
58
Citigroup
New York
$820K +$290K +7,080 +55%
PAG
59
Private Advisor Group
New Jersey
$802K -$43.2K -1,053 -5%
SPIA
60
Steward Partners Investment Advisory
New York
$779K -$34K -830 -4%
EA
61
Efficient Advisors
Ohio
$772K +$57.4K +1,400 +8%
RFM
62
Royal Fund Management
Florida
$749K +$245K +5,982 +49%
NWM
63
Northwest Wealth Management
Iowa
$726K +$67.7K +1,652 +10%
Koshinski Asset Management
64
Koshinski Asset Management
Illinois
$721K +$4.14K +101 +0.6%
VWA
65
Visionary Wealth Advisors
Illinois
$668K +$5.25K +128 +0.8%
MAFM
66
Mid Atlantic Financial Management
Pennsylvania
$661K +$103K +2,514 +19%
Deutsche Bank
67
Deutsche Bank
Germany
$643K +$15.2K +372 +2%
RWA
68
Redhawk Wealth Advisors
Minnesota
$615K +$614K +14,981 New
AAP
69
Arax Advisory Partners
Colorado
$583K +$14K +341 +2%
SWP
70
Stratos Wealth Partners
Ohio
$575K -$43.8K -1,068 -7%
SS
71
Simplicity Solutions
Minnesota
$573K -$48.8K -1,190 -8%
DC
72
Davenport & Co
Virginia
$572K
WP
73
WealthPLAN Partners
Nebraska
$570K -$33.9K -827 -6%
RJA
74
Raymond James & Associates
Florida
$559K +$197K +4,803 +54%
GWAG
75
Garrett Wealth Advisory Group
Texas
$548K