We are live on ! Find out more
AOM icon

iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OIA
176
Optimum Investment Advisors
Illinois
$74K -$80.4K -1,909 -53%
PWM
177
Perigon Wealth Management
California
$74K +$72.5K +1,721 New
APA
178
American Portfolios Advisors
New York
$73.8K -$13.9K -330 -16%
CL
179
COWA LLC
Oklahoma
$71K +$68.2K +1,620 New
CCM
180
Cribstone Capital Management
Maine
$64K -$7.12K -169 -10%
TFGT
181
TS Financial Group (TSFG)
Illinois
$60K
LAS
182
Lloyd Advisory Services
Georgia
$56K +$45K +1,070 +461%
Fidelity Investments
183
Fidelity Investments
Massachusetts
$55K +$53.6K +1,274 New
APC
184
Aspire Private Capital
North Carolina
$54K +$42 +1 +0.1%
JWA
185
JFS Wealth Advisors
Pennsylvania
$53K
CFD
186
Creative Financial Designs
Indiana
$51K +$253 +6 +0.5%
FWM
187
FSA Wealth Management
Massachusetts
$49K +$48.1K +1,143 New
CFGS
188
Concourse Financial Group Securities
Alabama
$48K
JP Morgan Chase
189
JP Morgan Chase
New York
$43K
WWM
190
Wolff Wiese Magana
California
$43K +$41.6K +987 New
JFA
191
JNBA Financial Advisors
Minnesota
$39K -$47.1K -1,119 -55%
Bank of Montreal
192
Bank of Montreal
Ontario, Canada
$35K -$842 -20 -2%
SWM
193
Sugarloaf Wealth Management
Georgia
$35K
AF
194
Affiance Financial
Minnesota
$30K
William Blair & Company
195
William Blair & Company
Illinois
$30K
ICP
196
Interchange Capital Partners
Pennsylvania
$29K +$28.5K +677 New
DAM
197
Delta Asset Management
Tennessee
$28K -$1.05K -25 -4%
LWM
198
Liberty Wealth Management
California
$28K +$2.99K +71 +12%
HIA
199
Harbor Investment Advisory
Maryland
$27K +$1.01K +24 +4%
PWPS
200
Pinnacle Wealth Planning Services
Ohio
$23K +$22.1K +526 New