We are live on ! Find out more
AOM icon

iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFA
51
Pathway Financial Advisors
Vermont
$1.6M +$1.59M +42,000 New
OFG
52
Orcam Financial Group
California
$1.6M +$1.59M +42,000 New
ACP
53
Aveo Capital Partners
Colorado
$1.56M +$28.4K +748 +2%
KAS
54
Kestra Advisory Services
Texas
$1.54M -$320K -8,440 -17%
JAWM
55
J. Arnold Wealth Management
Ohio
$1.41M +$1.4M +36,972 New
Mercer Global Advisors
56
Mercer Global Advisors
Colorado
$1.37M -$33.3K -878 -2%
PWMG
57
Prestige Wealth Management Group
New Jersey
$1.36M +$1.36M +35,749 New
KA
58
Kovack Advisors
Florida
$1.3M -$12.2K -322 -0.9%
MHS
59
M Holdings Securities
Oregon
$1.26M -$16.1K -425 -1%
MML Investors Services
60
MML Investors Services
Massachusetts
$1.25M +$560K +14,780 +81%
RWM
61
Reston Wealth Management
Virginia
$1.24M -$3.83K -101 -0.3%
GW
62
GW & Wade
Massachusetts
$1.22M +$225K +5,923 +23%
SFG
63
StrategIQ Financial Group
Indiana
$1.18M -$87.5K -2,307 -7%
IFG
64
Independent Financial Group
California
$1.12M -$37.9K -1,000 -3%
RFN
65
RDA Financial Network
Iowa
$1.08M
FHC
66
Fort Henry Capital
West Virginia
$933K +$4.47K +118 +0.5%
CAM
67
Congress Asset Management
Massachusetts
$931K +$928K +24,486 New
NG
68
Northstar Group
New York
$888K -$87.2K -2,300 -9%
KL
69
KilterHowling LLC
Colorado
$885K +$883K +23,282 New
SL
70
Sentinus LLC
Illinois
$874K +$116K +3,068 +15%
BIAS
71
Beacon Investment Advisory Services
New Jersey
$841K +$96.4K +2,543 +13%
SWP
72
Summit Wealth Partners
Florida
$827K +$26.9K +709 +3%
LNC
73
Lincoln National Corp
Pennsylvania
$801K +$498K +13,138 +166%
MSA
74
Marino Stram & Associates
Massachusetts
$801K -$263K -6,927 -25%
VFP
75
Verus Financial Partners
Virginia
$793K +$29K +765 +4%