We are live on ! Find out more
AOM icon

iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FAIM
76
Financial Advocates Investment Management
Washington
$416K -$72.9K -1,905 -15%
FAAS
77
First Allied Advisory Services
California
$411K +$1.65K +43 +0.4%
CWM
78
Cahaba Wealth Management
Georgia
$404K +$18K +471 +5%
CG
79
CFO4Life Group
Texas
$372K -$370K -9,660 -50%
F
80
F3Logic
Minnesota
$369K +$362K +9,462 New
Renaissance Technologies
81
Renaissance Technologies
New York
$367K +$360K +9,400 New
MPPLM
82
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$358K -$18.6K -486 -5%
SBL
83
Sargent Bickham Lagudis
Colorado
$353K
GWMIA
84
Global Wealth Management Investment Advisory
Florida
$323K -$114K -2,988 -27%
BCI
85
Brinker Capital Investments
Pennsylvania
$322K -$2.18K -57 -0.7%
SPC
86
Sigma Planning Corp
Michigan
$321K +$19.5K +509 +7%
AIP
87
Ahrens Investment Partners
Louisiana
$316K -$765 -20 -0.2%
RFN
88
RDA Financial Network
Iowa
$313K +$70.8K +1,850 +30%
HighTower Advisors
89
HighTower Advisors
Illinois
$300K +$17.1K +448 +6%
AWM
90
Avior Wealth Management
Nebraska
$298K +$995 +26 +0.3%
W
91
Wealthquest
Ohio
$297K +$115 +3 +0%
MA
92
Mutual Advisors
Nebraska
$296K -$14K -366 -5%
FHA
93
Flagship Harbor Advisors
Massachusetts
$284K +$75.4K +1,970 +37%
CI
94
CX Institutional
Indiana
$283K +$60.6K +1,584 +28%
SFWA
95
Summit Financial Wealth Advisors
Louisiana
$265K
RFWA
96
RPg Family Wealth Advisory
Massachusetts
$265K -$15.6K -409 -6%
JFA
97
JNBA Financial Advisors
Minnesota
$260K -$11.7K -307 -4%
ODG
98
O'Dell Group
Ohio
$259K +$880 +23 +0.3%
AWM
99
Alterna Wealth Management
Texas
$256K +$251K +6,550 New
CF
100
Centaurus Financial
California
$250K +$57.4K +1,500 +31%