We are live on ! Find out more
AOM icon

iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PIAS
151
PCA Investment Advisory Services
Ohio
$240K +$236K +6,017 New
GIP
152
Greatmark Investment Partners
Georgia
$239K
CBFP
153
Cedar Brook Financial Partners
Ohio
$236K +$16.5K +420 +8%
FFA
154
Founders Financial Alliance
North Carolina
$233K
Thrivent Financial for Lutherans
155
Thrivent Financial for Lutherans
Minnesota
$227K +$226K +5,743 New
Bank of Montreal
156
Bank of Montreal
Ontario, Canada
$226K -$44.2K -1,126 -17%
National Bank of Canada
157
National Bank of Canada
Quebec, Canada
$226K +$119K +3,039 +115%
LOIP
158
Live Oak Investment Partners
Texas
$223K
HWM
159
Howard Wealth Management
Connecticut
$223K +$220K +5,589 New
Qube Research & Technologies (QRT)
160
Qube Research & Technologies (QRT)
United Kingdom
$222K +$219K +5,582 New
MIC
161
Means Investment Company
Maine
$217K -$629 -16 -0.3%
WP
162
WealthPLAN Partners
Nebraska
$217K -$7.9K -201 -4%
BOPW
163
Brandywine Oak Private Wealth
Pennsylvania
$214K
AF
164
Allworth Financial
California
$210K -$1.22K -31 -0.6%
RIA
165
Realta Investment Advisors
Delaware
$210K
VP
166
Verum Partners
North Carolina
$206K +$203K +5,166 New
FPAS
167
Focus Partners Advisor Solutions
Missouri
$205K -$6.41K -163 -3%
FDCDDQ
168
Federation des caisses Desjardins du Quebec
Quebec, Canada
$196K -$23.4K -595 -11%
ME
169
McIlrath & Eck
Washington
$169K -$17.3K -439 -9%
PCMC
170
Private Capital Management (Colorado)
Colorado
$164K -$351K -8,931 -68%
CSPIA
171
Cary Street Partners Investment Advisory
Virginia
$159K
PA
172
Parallel Advisors
California
$157K
MBFW
173
Morton Brown Family Wealth
Pennsylvania
$152K
BAM
174
Belpointe Asset Management
Nevada
$139K -$53.5K -1,361 -28%
ASN
175
Advisory Services Network
Georgia
$133K -$2.52K -64 -2%