We are live on ! Find out more
AOM icon

iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IP
126
Investment Partners
Ohio
$499K
UW
127
Unique Wealth
Florida
$497K -$204K -4,229 -29%
CCFM
128
Clear Creek Financial Management
Washington
$495K -$27K -559 -5%
LKBC
129
L.K. Benson & Company
Maryland
$491K +$500K +10,365 New
CF
130
Centaurus Financial
California
$488K +$36.6K +759 +8%
Bank of Montreal
131
Bank of Montreal
Ontario, Canada
$483K +$179K +3,721 +58%
AG
132
Ascent Group
Virginia
$482K +$30.8K +638 +7%
HWM
133
Heirloom Wealth Management
Colorado
$479K +$48.8K +1,012 +11%
TWP
134
Tempus Wealth Planning
California
$454K +$45.4K +942 +11%
WS
135
Wedbush Securities
California
$450K -$652K -13,510 -59%
MAWA
136
Moss Adams Wealth Advisors
Washington
$444K +$3.67K +76 +0.8%
MCM
137
Mendel Capital Management
Arkansas
$440K +$448K +9,280 New
GS
138
GWN Securities
Florida
$436K -$17.4K -361 -4%
SI
139
SimpliFi Inc
California
$430K +$37.9K +786 +9%
CAM
140
Capital Asset Management
Colorado
$430K +$14.4K +298 +3%
WAP
141
Wealthcare Advisory Partners
Pennsylvania
$418K
KCA
142
Kastel Capital Advisors
Massachusetts
$403K
FPCP
143
Fort Point Capital Partners
California
$398K -$4.97K -103 -1%
PGF
144
Plan Group Financial
Oklahoma
$397K -$58.3K -1,208 -13%
FHC
145
First Heartland Consultants
Missouri
$395K -$11.9K -247 -3%
PPWM
146
Premier Private Wealth Management
Florida
$395K +$4.49K +93 +1%
Lido Advisors
147
Lido Advisors
California
$394K +$14.7K +305 +4%
RFA
148
RTD Financial Advisors
Pennsylvania
$387K -$28K -581 -7%
BHWM
149
Bay Harbor Wealth Management
Maryland
$386K +$2.89K +60 +0.7%
CAPTRUST Financial Advisors
150
CAPTRUST Financial Advisors
North Carolina
$384K -$18K -373 -4%