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
$5.54M -$2.14M -64,840 -28%
LPL Financial
2
LPL Financial
California
$3.52M -$380K -11,533 -10%
Bank of America
3
Bank of America
North Carolina
$3.42M -$138K -4,192 -4%
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$1.55M -$66.5K -2,020 -4%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$1.42M +$14.9K +452 +1%
NC
6
NewSquare Capital
Pennsylvania
$1.19M +$199K +6,045 +20%
U
7
UBS
Switzerland
$1.18M +$406K +12,320 +53%
TAG
8
Tactical Allocation Group
Michigan
$891K -$66K -2,003 -7%
EA
9
Efficient Advisors
Ohio
$862K +$37.9K +1,150 +5%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$840K -$512K -15,549 -38%
Wells Fargo
11
Wells Fargo
California
$655K -$38.7K -1,176 -6%
Morgan Stanley
12
Morgan Stanley
New York
$637K +$162K +4,934 +35%
HNB
13
Huntington National Bank
Ohio
$461K
NPC
14
National Planning Corporation
California
$393K +$27.9K +846 +8%
PAS
15
Partnervest Advisory Services
California
$375K +$2.21K +67 +0.6%
ACM
16
Avalon Capital Management
California
$320K
DWA
17
Dorsey Wright & Associates
California
$311K +$307K +9,330 New
Ameriprise
18
Ameriprise
Minnesota
$302K -$34.3K -1,043 -10%
WA
19
Waverly Advisors
Alabama
$208K +$205K +6,239 New
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$160K +$30.2K +918 +24%
AIG
21
American International Group
New York
$158K -$135K -4,086 -46%
Fifth Third Bancorp
22
Fifth Third Bancorp
Ohio
$83K -$988 -30 -1%
PWAG
23
Polaris Wealth Advisory Group
California
$77.5K
Deutsche Bank
24
Deutsche Bank
Germany
$73K +$72.7K +2,207 New
RIA
25
Regal Investment Advisors
Michigan
$25K -$45.5K -1,381 -65%