We are live on ! Find out more
AOM icon

iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RFN
101
RDA Financial Network
Iowa
$237K +$231K +6,220 New
VFA
102
Voya Financial Advisors
Connecticut
$235K
Janney Montgomery Scott
103
Janney Montgomery Scott
Pennsylvania
$223K -$6.86K -185 -3%
BC
104
Brio Consultants
California
$218K -$5.53K -149 -3%
LNC
105
Lincoln National Corp
Pennsylvania
$218K
EBT
106
Enterprise Bank & Trust
Massachusetts
$217K +$212K +5,702 New
CI
107
CX Institutional
Indiana
$215K +$27.9K +753 +15%
CWM
108
Chesapeake Wealth Management
Virginia
$212K +$207K +5,580 New
FHA
109
Flagship Harbor Advisors
Massachusetts
$202K +$111K +3,000 +130%
FHC
110
First Heartland Consultants
Missouri
$201K +$196K +5,275 New
CF
111
Centaurus Financial
California
$187K -$3.15K -85 -2%
BBA
112
Braun-Bostich & Associates
Pennsylvania
$179K -$208K -5,596 -54%
IA
113
IFP Advisors
Florida
$161K -$205K -5,533 -57%
LFG
114
LifePlan Financial Group
Ohio
$159K -$4.3K -116 -3%
PCFFS
115
Pacific Center for Financial Services
California
$148K -$10.1K -271 -7%
S
116
SignatureFD
Georgia
$139K +$19.8K +533 +17%
Carson Wealth (CWM LLC)
117
Carson Wealth (CWM LLC)
Nebraska
$101K +$8.16K +220 +11%
CIAS
118
Capital Investment Advisory Services
North Carolina
$99K
TFGT
119
TS Financial Group (TSFG)
Illinois
$91K +$89K +2,400 New
AF
120
Advisornet Financial
Minnesota
$84K +$4.12K +111 +5%
OIA
121
Optimum Investment Advisors
Illinois
$72K
APA
122
American Portfolios Advisors
New York
$67.7K
WP
123
WealthShield Partners
North Carolina
$62K
APC
124
Aspire Private Capital
North Carolina
$56K -$2.34K -63 -4%
CCM
125
Cribstone Capital Management
Maine
$54K +$4.64K +125 +10%