We are live on ! Find out more
AOM icon

iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NA
76
NewEdge Advisors
Louisiana
$831K +$828K +18,273 New
SFG
77
Sovereign Financial Group
Connecticut
$827K +$163K +3,585 +25%
BIAS
78
Beacon Investment Advisory Services
New Jersey
$814K +$196K +4,329 +32%
NWM
79
Northwest Wealth Management
Iowa
$811K +$33.6K +742 +4%
JWCA
80
J.W. Cole Advisors
Florida
$799K +$797K +17,580 New
MML Investors Services
81
MML Investors Services
Massachusetts
$759K +$138K +3,034 +22%
SWP
82
Stratos Wealth Partners
Ohio
$745K +$11.1K +245 +2%
SWPG
83
Strategic Wealth Partners Group
Illinois
$727K -$112K -2,477 -13%
BNP Paribas Financial Markets
84
BNP Paribas Financial Markets
France
$712K +$710K +15,654 New
DAS
85
Dynamic Advisor Solutions
Arizona
$699K -$1.39M -30,711 -67%
ACA
86
Aptus Capital Advisors
Alabama
$693K +$536K +11,832 +348%
BCI
87
Brinker Capital Investments
Pennsylvania
$683K +$341K +7,530 +100%
OC
88
Oppenheimer & Co
New York
$672K +$670K +14,775 New
WSTAM
89
Wilbanks Smith & Thomas Asset Management
Virginia
$659K
GFPC
90
Global Financial Private Client
Florida
$651K +$19.2K +423 +3%
FHC
91
First Heartland Consultants
Missouri
$646K -$8.48K -187 -1%
CI
92
CX Institutional
Indiana
$643K -$14.7K -325 -2%
DC
93
Davenport & Co
Virginia
$638K -$6.71K -148 -1%
Cetera Investment Advisers
94
Cetera Investment Advisers
Illinois
$619K +$2.9K +64 +0.5%
FDCDDQ
95
Federation des caisses Desjardins du Quebec
Quebec, Canada
$607K +$41.6K +917 +7%
D
96
Dentgroup
Louisiana
$605K +$603K +13,310 New
ACS
97
Archford Capital Strategies
Illinois
$572K -$7.34K -162 -1%
RBFC
98
Roman Butler Fullerton & Co
Missouri
$567K +$4.94K +109 +0.9%
HGERS
99
Householder Group Estate & Retirement Specialist
Arizona
$563K +$562K +12,388 New
FFG
100
Fullen Financial Group
Ohio
$558K +$6.75K +149 +1%