We are live on ! Find out more
AOM icon

iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MPPLM
126
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$293K -$28K -666 -9%
W
127
Wealthquest
Ohio
$293K -$12.2K -289 -4%
FFA
128
Founders Financial Alliance
North Carolina
$292K
BA
129
Bluesphere Advisors
Pennsylvania
$292K +$285K +6,775 New
HighTower Advisors
130
HighTower Advisors
Illinois
$291K +$12.5K +297 +5%
LGA
131
Lebenthal Global Advisors
New York
$287K +$280K +6,660 New
IA
132
IFP Advisors
Florida
$285K +$24.4K +579 +10%
PAM
133
Peak Asset Management
Colorado
$280K +$273K +6,489 New
TFA
134
TPG Financial Advisors
Oregon
$276K -$13.4K -318 -5%
AIP
135
Ahrens Investment Partners
Louisiana
$275K +$9.56K +227 +4%
AFP
136
Ausdal Financial Partners
Iowa
$271K -$48.9K -1,162 -16%
AWM
137
Alterna Wealth Management
Texas
$270K
BFS
138
Bard Financial Services
Connecticut
$268K +$261K +6,200 New
AWM
139
Adams Wealth Management
Utah
$266K -$66.8K -1,587 -20%
F
140
F3Logic
Minnesota
$266K +$337 +8 +0.1%
GIP
141
Greatmark Investment Partners
Georgia
$259K
AWA
142
Acorn Wealth Advisors
Michigan
$259K +$252K +5,991 New
VWM
143
Vigilare Wealth Management
Arizona
$257K +$5.64K +134 +2%
SAM
144
Synergy Asset Management
Washington
$251K +$245K +5,814 New
MWC
145
MKD Wealth Coaches
Michigan
$249K +$242K +5,759 New
JWCA
146
J.W. Cole Advisors
Florida
$231K -$1.16M -27,668 -84%
ASN
147
Advisory Services Network
Georgia
$229K -$11.5K -274 -5%
CBFP
148
Cedar Brook Financial Partners
Ohio
$227K +$221K +5,253 New
PA
149
PFG Advisors
Arizona
$222K -$83.4K -1,980 -28%
SFWA
150
Summit Financial Wealth Advisors
Louisiana
$215K