We are live on ! Find out more
AOM icon

iShares Core Moderate Allocation ETF
AOM

Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$4.69M +$24.6K +700 +0.5%
Bank of America
2
Bank of America
North Carolina
$3M +$228K +6,486 +8%
U
3
UBS
Switzerland
$2.52M -$424K -12,092 -15%
BIT
4
BlackRock Institutional Trust
California
$2.08M +$935K +26,623 +84%
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$1.83M +$106K +3,007 +6%
MG
6
MDE Group
New Jersey
$1.74M -$1.95M -55,531 -53%
ACM
7
Acertus Capital Management
New Jersey
$1.66M -$1.95M -55,531 -53%
Wells Fargo
8
Wells Fargo
California
$1.15M +$267K +7,604 +31%
TAG
9
Tactical Allocation Group
Michigan
$973K +$22.1K +629 +2%
NC
10
NewSquare Capital
Pennsylvania
$949K -$88.5K -2,520 -9%
EA
11
Efficient Advisors
Ohio
$897K +$14.3K +406 +2%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$839K +$8.99K +256 +1%
Morgan Stanley
13
Morgan Stanley
New York
$778K +$57.4K +1,635 +8%
AAS
14
Annex Advisory Services
Wisconsin
$777K +$82.1K +2,340 +12%
MAS
15
Madden Advisory Services
Florida
$774K +$101K +2,880 +15%
VFS
16
VSR Financial Services
Kansas
$662K +$188K +5,359 +41%
NPC
17
National Planning Corporation
California
$653K +$21.8K +621 +4%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$626K +$328K +9,346 +114%
WA
19
Waverly Advisors
Alabama
$556K +$75.6K +2,153 +16%
HNB
20
Huntington National Bank
Ohio
$494K – – –
ACM
21
Avalon Capital Management
California
$353K – – –
GF
22
Gerstein Fisher
New York
$327K +$321K +9,149 New
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$271K +$266K +7,578 New
ACS
24
Archford Capital Strategies
Illinois
$228K +$63.5K +1,808 +40%
PAS
25
Partnervest Advisory Services
California
$220K +$70 +2 +0%
1
2