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
$1.21M -$77.3K -1,850 -6%
EIG
52
Ellenbecker Investment Group
Wisconsin
$1.17M +$112K +2,672 +11%
FFBTD
53
First Financial Bank - Trust Division
Ohio
$1.12M -$2.23M -53,486 -67%
GM
54
GeoWealth Management
Illinois
$1.11M +$1.08M +25,900 New
IFG
55
Independent Financial Group
California
$1.1M +$23.2K +555 +2%
SPC
56
Sigma Planning Corp
Michigan
$1.1M +$518K +12,406 +93%
Carson Wealth (CWM LLC)
57
Carson Wealth (CWM LLC)
Nebraska
$1.08M +$1.21K +29 +0.1%
PGF
58
Plan Group Financial
Oklahoma
$1.07M +$70.3K +1,682 +7%
FHC
59
Fort Henry Capital
West Virginia
$1.05M +$4.97K +119 +0.5%
Envestnet Asset Management
60
Envestnet Asset Management
Illinois
$1.02M -$269K -6,440 -21%
FEG
61
Financial Enhancement Group
Indiana
$1.01M +$491K +11,765 +94%
RWM
62
Ritholtz Wealth Management
New York
$1M -$251 -6 -0%
Renaissance Technologies
63
Renaissance Technologies
New York
$988K +$965K +23,100 New
Citadel Advisors
64
Citadel Advisors
Florida
$949K +$926K +22,173 New
AAS
65
Avantax Advisory Services
Texas
$941K -$22.5K -538 -2%
BIAS
66
Beacon Investment Advisory Services
New Jersey
$859K -$21.6K -517 -3%
RWM
67
Reston Wealth Management
Virginia
$848K -$25.9K -620 -3%
NG
68
Northstar Group
New York
$837K -$18.4K -441 -2%
FCA
69
FinTrust Capital Advisors
South Carolina
$825K +$43.9K +1,050 +6%
FHA
70
Flagship Harbor Advisors
Massachusetts
$811K +$106K +2,527 +15%
SWP
71
Summit Wealth Partners
Florida
$790K -$14.9K -356 -2%
MAM
72
Milestone Asset Management
Pennsylvania
$775K +$13.2K +316 +2%
AWS
73
Atria Wealth Solutions
New York
$773K -$22.4K -535 -3%
GWCM
74
Godshalk Welsh Capital Management
Pennsylvania
$766K +$6.68K +160 +0.9%
MML Investors Services
75
MML Investors Services
Massachusetts
$764K -$110K -2,640 -13%