We are live on ! Find out more
AOM icon

iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RIA
126
Realta Investment Advisors
Delaware
$50K +$48.7K +1,314 New
JP Morgan Chase
127
JP Morgan Chase
New York
$42K -$207K -5,593 -83%
William Blair & Company
128
William Blair & Company
Illinois
$40K -$21K -565 -35%
PA
129
Parallel Advisors
California
$40K
IF
130
Ironwood Financial
Arizona
$37K
CAC
131
Certified Advisory Corp
Florida
$31K
JWA
132
JFS Wealth Advisors
Pennsylvania
$27K +$1.11K +30 +4%
CFGS
133
Concourse Financial Group Securities
Alabama
$27K +$7.42K +200 +38%
Fifth Third Bancorp
134
Fifth Third Bancorp
Ohio
$20K
SWM
135
SeaCrest Wealth Management
New York
$19K
WAP
136
Wealthcare Advisory Partners
Pennsylvania
$18K
GSWM
137
Golden State Wealth Management
California
$17K +$16.9K +456 New
Deutsche Bank
138
Deutsche Bank
Germany
$11K +$11.1K +299 New
LPWM
139
Lake Point Wealth Management
Texas
$8K -$15.7K -423 -68%
CFD
140
Creative Financial Designs
Indiana
$7K -$77K -2,075 -92%
WCM
141
WealthBridge Capital Management
Ohio
$7K
AIP
142
Ameritas Investment Partners
Nebraska
$6K +$297 +8 +5%
AWM
143
AllSquare Wealth Management
New York
$5K
BFEC
144
Benjamin F. Edwards & Company
Missouri
$4K
ASN
145
Advisory Services Network
Georgia
$3K
CFA
146
Carroll Financial Associates
North Carolina
$3K
CJA
147
C-J Advisory
California
$3K
PCG
148
Private Capital Group
Connecticut
$3K
FPS
149
Fieldpoint Private Securities
Connecticut
$2K
AIC
150
Ameritas Investment Company
Nebraska
$1K +$1.11K +30 New