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
$66.1M -$755K -20,102 -1%
BlackRock
2
BlackRock
New York
$28.8M +$1.09M +29,090 +4%
SCA
3
Stuart Chaussee & Associates
California
$16.4M +$16.3M +433,713 New
Morgan Stanley
4
Morgan Stanley
New York
$15.8M +$3M +79,895 +24%
LPL Financial
5
LPL Financial
California
$11.9M +$393K +10,474 +3%
Wells Fargo
6
Wells Fargo
California
$9.79M +$12.5K +334 +0.1%
Bank of America
7
Bank of America
North Carolina
$8.38M +$269K +7,153 +3%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$4.92M +$141K +3,745 +3%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$4.87M -$152K -4,038 -3%
DWM
10
Darwin Wealth Management
Florida
$4.04M +$1.01M +26,980 +34%
BIAS
11
Beacon Investment Advisory Services
New Jersey
$4.02M +$3.61M +96,095 +970%
PAG
12
Private Advisor Group
New Jersey
$3.91M +$58.2K +1,550 +2%
Manulife (Manufacturers Life Insurance)
13
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.87M +$232K +6,186 +6%
Ameriprise
14
Ameriprise
Minnesota
$3.42M +$245K +6,517 +8%
MFS
15
Madrona Financial Services
Washington
$3.2M -$29K -773 -0.9%
MAS
16
Madden Advisory Services
Florida
$2.8M -$1.58K -42 -0.1%
BCM
17
Brookstone Capital Management
Illinois
$2.66M +$109K +2,900 +4%
EK
18
Evensky & Katz
Florida
$2.6M +$1.92M +51,118 +294%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$2.34M +$311K +8,281 +16%
GWM
20
Geneos Wealth Management
Colorado
$2.18M +$1.85M +49,345 +607%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$2.1M +$533K +14,200 +35%
NPC
22
National Planning Corporation
California
$1.84M -$40K -1,066 -2%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$1.84M +$288K +7,661 +19%
CCM
24
Coldstream Capital Management
Washington
$1.74M +$1.73M +45,944 New
AAS
25
Annex Advisory Services
Wisconsin
$1.72M +$87.9K +2,341 +5%