We are live on ! Find out more
AOM icon

iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GVAG
151
Great Valley Advisor Group
Delaware
$250K +$246K +5,816 New
AWM
152
Aprio Wealth Management
Georgia
$244K -$9.49K -224 -4%
CFGSD
153
Compass Financial Group (South Dakota)
South Dakota
$243K -$29.4K -693 -11%
EAM
154
Empirical Asset Management
Massachusetts
$240K +$236K +5,575 New
RIA
155
Realta Investment Advisors
Delaware
$239K -$1.86K -44 -0.8%
DAS
156
Dynamic Advisor Solutions
Arizona
$239K +$26.1K +616 +12%
Nomura Asset Management
157
Nomura Asset Management
Japan
$237K
PJWM
158
Philip James Wealth Mangement
Georgia
$232K -$3.69K -87 -2%
GS
159
GTS Securities
Florida
$226K +$223K +5,261 New
IAIM
160
International Assets Investment Management
Florida
$224K -$1.44K -34 -0.6%
AI
161
Atria Investments
North Carolina
$221K +$217K +5,134 New
NWM
162
Northwest Wealth Management
Iowa
$218K -$26.2K -619 -11%
SEIA
163
Signature Estate & Investment Advisors
California
$215K +$212K +4,995 New
VWM
164
Venturi Wealth Management
Texas
$213K +$29.1K +687 +16%
WFAG
165
Worth Financial Advisory Group
North Carolina
$212K +$5.84K +138 +3%
JWA
166
JFS Wealth Advisors
Pennsylvania
$210K -$33.6K -793 -14%
CPCM
167
Cardinal Point Capital Management
Ontario, Canada
$209K
CIA
168
Concurrent Investment Advisors
Florida
$207K +$204K +4,812 New
TFA
169
TPG Financial Advisors
Oregon
$206K +$202K +4,779 New
AWM
170
Adams Wealth Management
Utah
$204K -$69.5K -1,641 -26%
CI
171
CacheTech Inc
Utah
$204K +$201K +4,742 New
AA
172
Advisory Alpha
Michigan
$202K -$44.1K -1,042 -18%
FFG
173
Fiduciary Financial Group
California
$201K +$195K +4,603 New
RBFC
174
Roman Butler Fullerton & Co
Missouri
$200K +$195K +4,615 New
ME
175
McIlrath & Eck
Washington
$186K -$9.4K -222 -5%