We are live on ! Find out more
AOM icon

iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GFPC
76
Global Financial Private Client
Florida
$662K +$14.4K +361 +2%
SFG
77
Sovereign Financial Group
Connecticut
$656K -$56.5K -1,413 -8%
VFP
78
Verus Financial Partners
Virginia
$651K -$40.4K -1,011 -6%
NAS
79
Nicolet Advisory Services
Wisconsin
$640K -$32.1K -803 -5%
SW
80
SteelPeak Wealth
California
$640K -$39K -975 -6%
Susquehanna International Group
81
Susquehanna International Group
Pennsylvania
$626K -$1.41M -35,244 -69%
SG
82
StoneX Group
New York
$625K
IF
83
Integrity Financial
Wyoming
$620K +$6.59K +165 +1%
PAG
84
Private Advisor Group
New Jersey
$615K -$127K -3,171 -17%
IA
85
IFP Advisors
Florida
$614K -$26.1K -652 -4%
Legacy Financial Group (Iowa)
86
Legacy Financial Group (Iowa)
Iowa
$611K +$8.59K +215 +1%
RFA
87
RTD Financial Advisors
Pennsylvania
$571K -$35K -875 -6%
DAS
88
Dynamic Advisor Solutions
Arizona
$542K +$4.2K +105 +0.8%
JP Morgan Chase
89
JP Morgan Chase
New York
$525K
AFM
90
Armstrong Fleming & Moore
District of Columbia
$518K +$4K +100 +0.8%
D
91
Dentgroup
Louisiana
$518K
Cetera Investment Advisers
92
Cetera Investment Advisers
Illinois
$514K -$3.76K -94 -0.7%
SPC
93
Sigma Planning Corp
Michigan
$509K +$1.84K +46 +0.4%
CF
94
Centaurus Financial
California
$507K +$143K +3,586 +38%
MWM
95
Merriman Wealth Management
Washington
$505K +$4.24K +106 +0.8%
Carson Wealth (CWM LLC)
96
Carson Wealth (CWM LLC)
Nebraska
$498K +$640 +16 +0.1%
Stifel Financial
97
Stifel Financial
Missouri
$477K -$28.3K -707 -5%
WIA
98
World Investment Advisors
California
$476K
NWM
99
Northwest Wealth Management
Iowa
$468K -$1.6K -40 -0.3%
CCFM
100
Clear Creek Financial Management
Washington
$464K +$6.79K +170 +1%