We are live on ! Find out more
AOM icon

iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HCM
201
Hollencrest Capital Management
California
$30.5K
VF
202
VitalStone Financial
Texas
$25K +$7.66K +195 +52%
WA
203
WestEnd Advisors
North Carolina
$24.8K -$319K -8,117 Closed
SS
204
Sunbelt Securities
Texas
$22.9K +$22.7K +578 New
BA
205
Bellwether Advisors
Nebraska
$22.6K +$668 +17 +3%
CWP
206
Concord Wealth Partners
Virginia
$21.7K
TWM
207
Tradition Wealth Management
Minnesota
$20K +$19.3K +490 New
DAM
208
Delta Asset Management
Tennessee
$19.9K -$1.38K -35 -7%
WP
209
WealthShield Partners
North Carolina
$18.8K +$18.5K +472 New
CWA
210
Clearview Wealth Advisors
Oregon
$18.1K
AF
211
Advisornet Financial
Minnesota
$17.7K -$246K -6,268 -93%
CFD
212
Creative Financial Designs
Indiana
$17K +$6.52K +166 +63%
MIM
213
Macroview Investment Management
Maryland
$14.3K
SIA
214
SkyView Investment Advisors
New Jersey
$13K +$12.7K +323 New
NSIM
215
North Star Investment Management
Illinois
$10.5K
Fidelity Investments
216
Fidelity Investments
Massachusetts
$9.85K -$4.75K -121 -33%
RBA
217
Richard Bernstein Advisors
New York
$9.57K +$9.43K +240 New
CAL
218
Capital Analysts LLC
Pennsylvania
$7K +$7.15K +182 New
HGERS
219
Householder Group Estate & Retirement Specialist
Arizona
$6K +$6.25K +159 New
RFG
220
RFP Financial Group
Georgia
$5.57K -$15.8K -402 -74%
NC
221
NewSquare Capital
Pennsylvania
$4.03K +$1.22K +31 +44%
AA
222
Ancora Advisors
Ohio
$3.83K +$3.77K +96 New
KTC
223
Kistler-Tiffany Companies
Pennsylvania
$3.68K
IGWM
224
ICA Group Wealth Management
Colorado
$3.39K
RCM
225
Rain Capital Management
Oregon
$3.19K +$39 +1 +1%