We are live on ! Find out more
AOM icon

iShares Core Moderate Allocation ETF
AOM

Name Holding Trade Value Shares
Change 		Change in
Stake
IA
101
IFP Advisors
Florida
$527K +$104K +2,391 +21%
HGERS
102
Householder Group Estate & Retirement Specialist
Arizona
$522K -$10K -230 -2%
RBFC
103
Roman Butler Fullerton & Co
Missouri
$510K -$26.1K -600 -5%
VWA
104
Visionary Wealth Advisors
Illinois
$507K +$10.5K +240 +2%
GWAG
105
Garrett Wealth Advisory Group
Texas
$498K – – –
CC
106
Cypress Capital
Tennessee
$485K -$12.4K -285 -2%
CIAS
107
Capital Investment Advisory Services
North Carolina
$476K -$958 -22 -0.2%
SI
108
SimpliFi Inc
California
$467K -$261 -6 -0.1%
ACS
109
Archford Capital Strategies
Illinois
$460K -$77.4K -1,778 -14%
SBL
110
Sargent Bickham Lagudis
Colorado
$452K – – –
AF
111
Advisornet Financial
Minnesota
$443K +$2K +46 +0.4%
AAP
112
Arax Advisory Partners
Colorado
$438K -$73.1K -1,679 -14%
DWM
113
Darwin Wealth Management
Florida
$437K -$43.5K -998 -9%
MCM
114
Mendel Capital Management
Arkansas
$432K – – –
CWM
115
Cahaba Wealth Management
Georgia
$431K +$1.18K +27 +0.3%
GWCM
116
Godshalk Welsh Capital Management
Pennsylvania
$428K +$30.5K +700 +8%
LAS
117
Lloyd Advisory Services
Georgia
$425K +$369K +8,481 +597%
MCWS
118
McKinley Carter Wealth Services
West Virginia
$424K +$31.1K +714 +8%
SPC
119
Sigma Planning Corp
Michigan
$423K -$18.4K -423 -4%
AA
120
Advisory Alpha
Michigan
$420K -$24.6K -564 -5%
AWE
121
Avidian Wealth Enterprises
Texas
$418K +$74K +1,700 +21%
HAS
122
HBW Advisory Services
California
$411K -$19.9K -456 -5%
WP
123
WealthPLAN Partners
Nebraska
$411K +$47K +1,079 +12%
WIM
124
WealthPlan Investment Management
Nebraska
$411K +$442K +10,141 New
BAM
125
Belpointe Asset Management
Nevada
$407K +$135K +3,108 +49%
3 4
5
6 7