We are live on ! Find out more
AOM icon

iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NA
126
NewEdge Advisors
Louisiana
$392K +$376K +9,491 New
Lido Advisors
127
Lido Advisors
California
$387K -$951 -24 -0.3%
CIAS
128
Capital Investment Advisory Services
North Carolina
$386K -$16.4K -413 -4%
RA
129
RFG Advisory
Alabama
$378K +$15.9K +401 +5%
UW
130
Unique Wealth
Florida
$374K -$2.97K -75 -0.8%
IWC
131
Integrated Wealth Concepts
Massachusetts
$371K -$4.84K -122 -1%
NAS
132
Nicolet Advisory Services
Wisconsin
$371K -$304K -7,680 -46%
FHC
133
First Heartland Consultants
Missouri
$370K -$3.96K -100 -1%
IP
134
Investment Partners
Ohio
$367K +$77.7K +1,961 +28%
S
135
Syntrinsic
Colorado
$361K +$4.99K +126 +1%
AT
136
American Trust
Kentucky
$345K +$34.6K +872 +12%
AAP
137
Arax Advisory Partners
Colorado
$344K +$33.4K +842 +11%
Corient Private Wealth
138
Corient Private Wealth
Florida
$343K +$328K +8,271 New
E3F
139
Eight 31 Financial
Texas
$337K +$322K +8,128 New
CFGSD
140
Compass Financial Group (South Dakota)
South Dakota
$336K -$21.9K -553 -6%
MCWS
141
McKinley Carter Wealth Services
West Virginia
$333K -$18.9K -478 -6%
UCFA
142
United Capital Financial Advisors
Texas
$331K -$49.5K -1,248 -14%
CG
143
CFO4Life Group
Texas
$329K
LEFP
144
Leading Edge Financial Planning
Tennessee
$327K +$102K +2,572 +49%
KIG
145
Kowal Investment Group
Wisconsin
$321K +$307K +7,736 New
ZIM
146
Zacks Investment Management
Illinois
$321K +$307K +7,736 New
BHWM
147
Bay Harbor Wealth Management
Maryland
$321K +$3.05K +77 +1%
AA
148
Advisory Alpha
Michigan
$319K +$9.24K +233 +3%
Jones Financial Companies
149
Jones Financial Companies
Missouri
$306K +$292K +7,360 New
WC
150
Waterloo Capital
Texas
$304K +$290K +7,328 New