We are live on ! Find out more
AOM icon

iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OAM
151
Occidental Asset Management
California
$278K -$39K -1,030 -12%
AWM
152
Axxcess Wealth Management
California
$278K -$9.71K -256 -3%
SF
153
Summit Financial
New Jersey
$271K +$270K +7,123 New
AAP
154
Arax Advisory Partners
Colorado
$270K -$126K -3,331 -32%
RA
155
RFG Advisory
Alabama
$270K +$2.01K +53 +0.8%
DWM
156
Darwin Wealth Management
Florida
$269K -$36.7K -967 -12%
AT
157
American Trust
Kentucky
$269K -$720 -19 -0.3%
Bank of Montreal
158
Bank of Montreal
Ontario, Canada
$265K +$3.79K +100 +1%
NP
159
NorthRock Partners
Minnesota
$264K -$9.86K -260 -4%
AWA
160
Acorn Wealth Advisors
Michigan
$263K -$27.4K -722 -9%
SI
161
SimpliFi Inc
California
$261K -$169K -4,456 -39%
ACA
162
Anchor Capital Advisors
Massachusetts
$260K
SWA
163
SOA Wealth Advisors
New York
$258K +$417 +11 +0.2%
BAM
164
BOS Asset Management
Illinois
$256K +$256K +6,741 New
AF
165
Advisornet Financial
Minnesota
$255K -$10.7K -281 -4%
ODG
166
O'Dell Group
Ohio
$252K +$758 +20 +0.3%
Renaissance Technologies
167
Renaissance Technologies
New York
$250K -$26K -686 -9%
GM
168
GeoWealth Management
Illinois
$239K +$238K +6,290 New
CAAS
169
Capital Asset Advisory Services
Michigan
$234K +$233K +6,156 New
GIP
170
Greatmark Investment Partners
Georgia
$228K
WIM
171
WealthPlan Investment Management
Nebraska
$225K -$7.2K -190 -3%
WP
172
WealthPLAN Partners
Nebraska
$224K +$214K +5,643 New
FFA
173
Founders Financial Alliance
North Carolina
$222K -$37.9K -1,000 -15%
WFAG
174
Worth Financial Advisory Group
North Carolina
$218K +$218K +5,740 New
FDCDDQ
175
Federation des caisses Desjardins du Quebec
Quebec, Canada
$210K -$333K -8,792 -61%