We are live on ! Find out more
AOM icon

iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TA
176
TFG Advisers
Michigan
$11K +$11.6K +292 New
WQ
177
Wealth Quarterback
New Jersey
$10.4K +$10.3K +259 New
PA
178
Parallel Advisors
California
$9K
LPWM
179
Lake Point Wealth Management
Texas
$8K +$7.84K +198 New
CFD
180
Creative Financial Designs
Indiana
$7K -$16.1K -406 -69%
NFG
181
Next Financial Group
Texas
$7K
NSIM
182
North Star Investment Management
Illinois
$7K +$79 +2 +1%
GI
183
Gradient Investments
Minnesota
$6K -$1.19K -30 -18%
GAM
184
Gemmer Asset Management
California
$6K +$40 +1 +0.7%
AWM
185
AllSquare Wealth Management
New York
$5K
Qube Research & Technologies (QRT)
186
Qube Research & Technologies (QRT)
United Kingdom
$5K +$4.67K +118 New
PCG
187
Private Capital Group
Connecticut
$3K
WAP
188
Wealthcare Advisory Partners
Pennsylvania
$3K
RCM
189
Rain Capital Management
Oregon
$3K +$40 +1 +1%
GFPC
190
Global Financial Private Client
Florida
$2.05K +$2.02K +51 New
GI
191
Glovista Investments
New Jersey
-$263K -6,690 Closed
GSWM
192
Golden State Wealth Management
California
-$18K -456 Closed
LFG
193
Larson Financial Group
Missouri
-$14K -347 Closed
AIP
194
Ameritas Investment Partners
Nebraska
-$5K -145 Closed
CJA
195
C-J Advisory
California
-$3K -81 Closed
BFEC
196
Benjamin F. Edwards & Company
Missouri
-$1K -14 Closed
Fidelity Investments
197
Fidelity Investments
Massachusetts
+$40 +1 New