We are live on ! Find out more
AOM icon

iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
101
Janney Montgomery Scott
Pennsylvania
$246K +$17.6K +461 +8%
CCFM
102
Clear Creek Financial Management
Washington
$246K +$242K +6,315 New
BSWM
103
Boston Standard Wealth Management
Massachusetts
$234K -$19.6K -512 -8%
VFA
104
Voya Financial Advisors
Connecticut
$233K -$7.65K -200 -3%
WP
105
WealthPLAN Partners
Nebraska
$229K +$226K +5,903 New
PWAG
106
Polaris Wealth Advisory Group
California
$227K -$747K -19,514 -77%
EBT
107
Enterprise Bank & Trust
Massachusetts
$215K -$7.69K -201 -4%
BC
108
Brio Consultants
California
$214K -$9.3K -243 -4%
Wolverine Trading
109
Wolverine Trading
Illinois
$211K -$757K -19,797 -79%
FHC
110
First Heartland Consultants
Missouri
$206K +$38 +1 +0%
LNC
111
Lincoln National Corp
Pennsylvania
$201K -$22.6K -592 -10%
LFG
112
LifePlan Financial Group
Ohio
$173K +$9.64K +252 +6%
TPWA
113
TRUE Private Wealth Advisors
Oregon
$166K -$114K -2,976 -41%
AAP
114
Arax Advisory Partners
Colorado
$164K +$160K +4,191 New
BBA
115
Braun-Bostich & Associates
Pennsylvania
$150K -$33.2K -869 -18%
S
116
SignatureFD
Georgia
$143K
AIP
117
Almanack Investment Partners
Pennsylvania
$102K +$99.9K +2,610 New
Carson Wealth (CWM LLC)
118
Carson Wealth (CWM LLC)
Nebraska
$101K
CIAS
119
Capital Investment Advisory Services
North Carolina
$94K -$7.65K -200 -8%
TFGT
120
TS Financial Group (TSFG)
Illinois
$94K
AF
121
Advisornet Financial
Minnesota
$86K -$574 -15 -0.7%
APA
122
American Portfolios Advisors
New York
$80K +$10.3K +270 +15%
JP Morgan Chase
123
JP Morgan Chase
New York
$75K +$30.8K +805 +72%
OIA
124
Optimum Investment Advisors
Illinois
$74K +$344 +9 +0.5%
PCFFS
125
Pacific Center for Financial Services
California
$71K -$79.2K -2,070 -53%