We are live on ! Find out more
AOM icon

iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FAAS
76
First Allied Advisory Services
California
$398K -$16.3K -419 -4%
BIAS
77
Beacon Investment Advisory Services
New Jersey
$391K -$30.9K -793 -7%
F
78
F3Logic
Minnesota
$372K
RJA
79
Raymond James & Associates
Florida
$366K -$53K -1,362 -13%
SBL
80
Sargent Bickham Lagudis
Colorado
$356K
CI
81
CX Institutional
Indiana
$344K +$59.2K +1,520 +21%
BCI
82
Brinker Capital Investments
Pennsylvania
$333K +$9K +231 +3%
SPC
83
Sigma Planning Corp
Michigan
$332K +$9.15K +235 +3%
GWMIA
84
Global Wealth Management Investment Advisory
Florida
$325K -$312 -8 -0.1%
AIP
85
Ahrens Investment Partners
Louisiana
$320K +$2.14K +55 +0.7%
CG
86
CFO4Life Group
Texas
$312K -$62.5K -1,606 -17%
MPPLM
87
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$310K -$49.9K -1,280 -14%
HighTower Advisors
88
HighTower Advisors
Illinois
$302K +$857 +22 +0.3%
MA
89
Mutual Advisors
Nebraska
$298K +$273 +7 +0.1%
W
90
Wealthquest
Ohio
$289K -$9.39K -241 -3%
FHA
91
Flagship Harbor Advisors
Massachusetts
$285K
TPWA
92
TRUE Private Wealth Advisors
Oregon
$270K +$102K +2,617 +61%
RFWA
93
RPg Family Wealth Advisory
Massachusetts
$269K +$2.34K +60 +0.9%
SFWA
94
Summit Financial Wealth Advisors
Louisiana
$266K
GI
95
Glovista Investments
New Jersey
$263K +$261K +6,690 New
ODG
96
O'Dell Group
Ohio
$262K +$1.4K +36 +0.5%
CCFM
97
Clear Creek Financial Management
Washington
$260K +$12K +309 +5%
AWM
98
Alterna Wealth Management
Texas
$257K
CF
99
Centaurus Financial
California
$242K -$9.58K -246 -4%
JFA
100
JNBA Financial Advisors
Minnesota
$239K -$22K -565 -8%