We are live on ! Find out more
AOM icon

iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HI
76
Harbour Investments
Wisconsin
$784K -$393K -8,926 -33%
GWCM
77
Godshalk Welsh Capital Management
Pennsylvania
$781K +$1.1K +25 +0.1%
MSA
78
Marino Stram & Associates
Massachusetts
$770K
SWP
79
Summit Wealth Partners
Florida
$768K -$9.33K -212 -1%
BIAS
80
Beacon Investment Advisory Services
New Jersey
$767K -$16.5K -375 -2%
IFG
81
Independent Financial Group
California
$758K -$220K -5,000 -22%
GS
82
GWN Securities
Florida
$743K +$370K +8,406 +99%
PGF
83
Plan Group Financial
Oklahoma
$727K -$70.6K -1,605 -9%
MCM
84
MAI Capital Management
Ohio
$707K -$4.05K -92 -0.6%
Legacy Financial Group (Iowa)
85
Legacy Financial Group (Iowa)
Iowa
$693K -$2.16K -49 -0.3%
UW
86
Unique Wealth
Florida
$684K +$294K +6,679 +75%
SL
87
Sentinus LLC
Illinois
$675K -$74.7K -1,697 -10%
WIA
88
World Investment Advisors
California
$669K
SW
89
SteelPeak Wealth
California
$663K -$65.2K -1,482 -9%
VAS
90
Vestmark Advisory Solutions
Massachusetts
$651K +$653K +14,843 New
SPIA
91
Steward Partners Investment Advisory
New York
$648K -$146K -3,314 -18%
AFP
92
Ausdal Financial Partners
Iowa
$642K +$20.2K +460 +3%
MFIM
93
Mesirow Financial Investment Management
Illinois
$628K +$4.4K +100 +0.7%
CCFM
94
Clear Creek Financial Management
Washington
$607K +$23.2K +527 +4%
D
95
Dentgroup
Louisiana
$584K
IF
96
Integrity Financial
Wyoming
$583K -$7.66K -174 -1%
Stifel Financial
97
Stifel Financial
Missouri
$565K -$806K -18,316 -59%
Janney Montgomery Scott
98
Janney Montgomery Scott
Pennsylvania
$562K -$4.47M -101,658 -89%
Jones Financial Companies
99
Jones Financial Companies
Missouri
$554K +$191K +4,346 +52%
RA
100
RFG Advisory
Alabama
$511K