We are live on ! Find out more
AOM icon

iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MSA
76
Marino Stram & Associates
Massachusetts
$777K -$16.9K -427 -2%
AWS
77
Atria Wealth Solutions
New York
$772K +$31.2K +788 +4%
AFP
78
Ausdal Financial Partners
Iowa
$765K -$23.4K -591 -3%
FCA
79
FinTrust Capital Advisors
South Carolina
$757K -$386K -9,744 -35%
JWCA
80
J.W. Cole Advisors
Florida
$748K -$68.9K -1,737 -9%
MAM
81
Milestone Asset Management
Pennsylvania
$739K +$22K +555 +3%
GWCM
82
Godshalk Welsh Capital Management
Pennsylvania
$737K -$186K -4,695 -21%
GFPC
83
Global Financial Private Client
Florida
$727K +$16.3K +410 +2%
SFG
84
Sovereign Financial Group
Connecticut
$726K +$25.1K +634 +4%
Mariner
85
Mariner
Kansas
$696K +$665K +16,774 New
FHA
86
Flagship Harbor Advisors
Massachusetts
$682K -$75.6K -1,907 -10%
VFP
87
Verus Financial Partners
Virginia
$675K -$20.5K -516 -3%
SW
88
SteelPeak Wealth
California
$667K -$14.5K -366 -2%
CCFM
89
Clear Creek Financial Management
Washington
$650K +$148K +3,742 +31%
IF
90
Integrity Financial
Wyoming
$641K -$19.7K -496 -3%
PAG
91
Private Advisor Group
New Jersey
$640K -$14.7K -372 -2%
NWMG
92
National Wealth Management Group
Ohio
$617K +$589K +14,866 New
Mercer Global Advisors
93
Mercer Global Advisors
Colorado
$607K -$527K -13,299 -48%
SOS
94
Silver Oak Securities
Tennessee
$591K +$256K +6,470 +83%
RAG
95
RIA Advisory Group
Iowa
$585K +$436K +11,002 New
AFM
96
Armstrong Fleming & Moore
District of Columbia
$562K +$8.68K +219 +2%
CFGS
97
Concourse Financial Group Securities
Alabama
$561K +$200K +5,034 +59%
SPC
98
Sigma Planning Corp
Michigan
$555K +$11.2K +283 +2%
D
99
Dentgroup
Louisiana
$552K
Cetera Investment Advisers
100
Cetera Investment Advisers
Illinois
$550K +$1.55K +39 +0.3%