We are live on ! Find out more
AOM icon

iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
101
Mariner
Kansas
$492K +$264 +6 +0.1%
MAV
102
Mason & Associates (Virginia)
Virginia
$490K -$30.9K -703 -6%
CTC
103
Central Trust Company
Missouri
$483K +$96.7K +2,198 +25%
BFS
104
BridgePort Financial Solutions
Iowa
$483K +$2.25K +51 +0.5%
FPCP
105
Fort Point Capital Partners
California
$457K -$41K -932 -8%
SG
106
StoneX Group
New York
$457K +$26.1K +594 +6%
SWP
107
Stratos Wealth Partners
Ohio
$450K -$45.2K -1,028 -9%
GIA
108
Gladstone Institutional Advisory
Florida
$428K +$13.4K +304 +3%
ASN
109
Advisory Services Network
Georgia
$417K -$142K -3,219 -25%
IP
110
Investment Partners
Ohio
$417K
MCM
111
Mendel Capital Management
Arkansas
$407K -$34.6K -786 -8%
FDCDDQ
112
Federation des caisses Desjardins du Quebec
Quebec, Canada
$402K -$59.4K -1,350 -13%
MAWA
113
Moss Adams Wealth Advisors
Washington
$401K +$402K +9,144 New
UCFA
114
United Capital Financial Advisors
Texas
$397K -$17.8K -405 -4%
CAPTRUST Financial Advisors
115
CAPTRUST Financial Advisors
North Carolina
$396K -$57.2K -1,300 -13%
IAS
116
IMA Advisory Services
Colorado
$394K -$660 -15 -0.2%
WFL
117
Wealth Forward LLC
North Dakota
$386K -$4.18K -95 -1%
RFA
118
RTD Financial Advisors
Pennsylvania
$385K
TWP
119
Tempus Wealth Planning
California
$382K -$14.6K -332 -4%
CF
120
Centaurus Financial
California
$376K -$145K -3,305 -28%
HWM
121
Heirloom Wealth Management
Colorado
$375K -$145K -3,303 -28%
IWM
122
IHT Wealth Management
Illinois
$375K -$4.49K -102 -1%
PAG
123
Private Advisor Group
New Jersey
$372K -$196K -4,442 -34%
SI
124
SimpliFi Inc
California
$369K +$3.17K +72 +0.9%
APWA
125
Atlas Private Wealth Advisors
New Jersey
$368K -$16.1K -366 -4%