We are live on ! Find out more
AOM icon

iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TA
1
Tiedemann Advisors
New York
$49.2M +$44.7M +1,248,906 +955%
BIT
2
BlackRock Institutional Trust
California
$20.7M +$2.32M +64,733 +13%
WDL
3
Well Done LLC
Michigan
$9.36M +$14.5K +406 +0.7%
LPL Financial
4
LPL Financial
California
$8.78M +$1.17M +32,585 +15%
Bank of America
5
Bank of America
North Carolina
$8.05M +$617K +17,239 +8%
Morgan Stanley
6
Morgan Stanley
New York
$7.12M +$306K +8,541 +5%
Wells Fargo
7
Wells Fargo
California
$6.95M +$1.62M +45,144 +31%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$3.44M +$247K +6,889 +8%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$2.99M -$351K -9,809 -11%
PAG
10
Private Advisor Group
New Jersey
$2.94M +$2.48M +69,228 +539%
MAS
11
Madden Advisory Services
Florida
$2.66M
EK
12
Evensky & Katz
Florida
$2.54M +$2.27M +63,331 +905%
MFS
13
Madrona Financial Services
Washington
$2.22M -$344K -9,591 -13%
Ameriprise
14
Ameriprise
Minnesota
$1.76M +$347K +9,684 +25%
UBS Group
15
UBS Group
Switzerland
$1.61M -$594K -16,588 -27%
Manulife (Manufacturers Life Insurance)
16
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.6M +$36.8K +1,027 +2%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$1.55M -$266K -7,430 -15%
WA
18
Waverly Advisors
Alabama
$1.46M +$282K +7,879 +24%
PAMG
19
Patton Albertson Miller Group
Tennessee
$1.44M +$167K +4,675 +13%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$1.42M -$97.8K -2,731 -7%
AAS
21
Annex Advisory Services
Wisconsin
$1.32M +$6.8K +190 +0.5%
CA
22
Cetera Advisors
Colorado
$1.24M -$121K -3,387 -9%
SCA
23
Snowden Capital Advisors
New York
$1.18M +$881K +24,590 +302%
MHS
24
M Holdings Securities
Oregon
$1.16M +$38.6K +1,078 +3%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$1.14M +$678K +18,941 +149%