We are live on ! Find out more
AOM icon

iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FHC
126
First Heartland Consultants
Missouri
$221K
IA
127
IFP Advisors
Florida
$219K +$69K +1,789 +48%
IAIM
128
International Assets Investment Management
Florida
$217K +$210K +5,432 New
JAWM
129
J. Arnold Wealth Management
Ohio
$208K +$56.3K +1,460 +39%
FIA
130
Foundations Investment Advisors
Arizona
$205K +$198K +5,140 New
BAM
131
Belpointe Asset Management
Nevada
$173K +$8.37K +217 +5%
BBA
132
Braun-Bostich & Associates
Pennsylvania
$166K +$11K +286 +7%
FHA
133
Flagship Harbor Advisors
Massachusetts
$162K +$69.5K +1,800 +79%
TFS
134
TrustCore Financial Services
Tennessee
$148K -$101K -2,605 -41%
CFD
135
Creative Financial Designs
Indiana
$141K +$130K +3,361 +1,837%
APWA
136
Atlas Private Wealth Advisors
New Jersey
$134K +$130K +3,359 New
LFG
137
LifePlan Financial Group
Ohio
$131K
S
138
SignatureFD
Georgia
$125K -$1.54K -40 -1%
FDCDDQ
139
Federation des caisses Desjardins du Quebec
Quebec, Canada
$119K
RFWA
140
RPg Family Wealth Advisory
Massachusetts
$115K -$37.5K -973 -25%
CF
141
Centaurus Financial
California
$108K -$45.5K -1,178 -30%
Carson Wealth (CWM LLC)
142
Carson Wealth (CWM LLC)
Nebraska
$101K
OIA
143
Optimum Investment Advisors
Illinois
$99K +$20.8K +539 +28%
CIAS
144
Capital Investment Advisory Services
North Carolina
$95K
PCFFS
145
Pacific Center for Financial Services
California
$91K +$309 +8 +0.4%
JFA
146
JNBA Financial Advisors
Minnesota
$86K +$47.5K +1,232 +133%
SFS
147
Sowell Financial Services
Arkansas
$85K +$849 +22 +1%
CAAS
148
Capital Asset Advisory Services
Michigan
$80K -$21.3K -551 -22%
PA
149
Parallel Advisors
California
$72K +$60.6K +1,570 +633%
TF
150
TimeScale Financial
Massachusetts
$67K +$35.7K +926 +122%