We are live on ! Find out more
AOM icon

iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MG
1
MDE Group
New Jersey
$7.48M +$7.61M +230,934 New
LPL Financial
2
LPL Financial
California
$3.77M +$3.84M +116,489 New
Bank of America
3
Bank of America
North Carolina
$3.46M +$3.52M +106,856 New
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.63M +$1.66M +50,370 New
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$1.57M +$1.6M +48,447 New
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$1.37M +$1.39M +42,232 New
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$1.32M +$1.34M +40,747 New
NC
8
NewSquare Capital
Pennsylvania
$959K +$976K +29,620 New
TAG
9
Tactical Allocation Group
Michigan
$930K +$946K +28,720 New
EA
10
Efficient Advisors
Ohio
$800K +$814K +24,702 New
U
11
UBS
Switzerland
$747K +$760K +23,068 New
Wells Fargo
12
Wells Fargo
California
$675K +$686K +20,836 New
FCI
13
Financial Counselors Inc
Kansas
$647K +$658K +19,974 New
RJFSA
14
Raymond James Financial Services Advisors
Florida
$504K +$513K +15,569 New
Morgan Stanley
15
Morgan Stanley
New York
$458K +$466K +14,156 New
PAS
16
Partnervest Advisory Services
California
$362K +$369K +11,187 New
NPC
17
National Planning Corporation
California
$351K +$358K +10,881 New
Ameriprise
18
Ameriprise
Minnesota
$327K +$333K +10,105 New
ACM
19
Avalon Capital Management
California
$311K +$317K +9,610 New
KA
20
Kovack Advisors
Florida
$308K +$313K +9,500 New
AIG
21
American International Group
New York
$286K +$291K +8,820 New
Jane Street
22
Jane Street
New York
$274K +$279K +8,456 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$125K +$128K +3,872 New
Fifth Third Bancorp
24
Fifth Third Bancorp
Ohio
$82K +$82.9K +2,518 New
PWAG
25
Polaris Wealth Advisory Group
California
$75.3K +$76.6K +2,326 New